THE STEPHEN PERSE FOUNDATION
The object of the charity is the advancement of education by the provision and conduct of the schools collectively known as The Stephen Perse Foundation (howsoever these shall individually be known from time to time) and by ancillary or incidental educational activities and any other associated activities for the benefit of the community as a whole.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a positive net movement in funds of £1.99 million for the year ended 31 August 2025, a significant improvement from the previous year's deficit. Per the trustees' report, unrestricted reserves stood at £25.3 million, with free reserves of £6.50 million falling within the established target range of £4.8 million to £7.2 million.
What the accounts disclose
“The School has established a target range for its Free Reserves set between £4.8 million and £7.2 million.” — page 16
“Governors with children at the school within the School paid fees on the same terms as others attending the school.” — page 60
“Donations amounting to £934 (2024: £nil) were received from 7 trustees” — page 60
“Governors with children at the school within the School paid fees on the same terms as others attending the school.” — page 60
“Donations amounting to £934 (2024: £nil) were received from 7 trustees” — page 60
Corporate structure
- Registered company of the charity Companies House 06113565
Leadership, per the charity’s website
- Stephen Ward — Principal
Company officers (Companies House)
- CERON, Nicolas Jerome Vincent on trustee list
- SPRATT, Christopher on trustee list
- BERLEVY, Susana on trustee list
- MASON, Suzanne Kathleen on trustee list
- KUMAR, Anu on trustee list
- DAY, Graham Michael David on trustee list
- MIKDADI, Marwan on trustee list
- THOMAS, Romane Nolwenn Jacqueline on trustee list
- BROOKES, Richard Michael, Dr on trustee list
- ONIONS, Jonathan on trustee list
- SEGAREN, Nathaniel, Dr on trustee list
- WINDMILL, Michael Ian Hamilton on trustee list
- ABELL, Lavinia Catherine on trustee list
- MAGEE, Janet on trustee list
- RUSSO, Sara Margaret on trustee list
- THORLEY, Simon Joe on trustee list
- ROUTH, Alexander Francis, Prof on trustee list
- ANDERSON, Raymond not on trustee list
- DATTA, Munish Balbir on trustee list
- LEGGOE, Debra
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/08/2025)
Register events
- Received assets from another charity (05/10/2020)
- Received assets from another charity (06/05/2015)
- Received assets from another charity (06/05/2015)
Trustees
- Michael Windmillchair
- Alexander Francis Routh Prof
- Anu Kumar
- Christopher Spratt
- Dr Nathaniel Segaren
- Dr Richard Brookes
- Graham Michael David Day
- Janet Magee
- Jonathan Onions
- Lavinia Abell
- MUNISH DATTA
- Marwan Mikdadi
- Nicolas Jerome Vincent Ceron
- Ray Anderson
- Romane Thomas
- Sara Russo
- Simon Thorley
- Susana Berlevy
- Suzanne Kathleen Mason
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £33.9m | £31.9m |
| 31/08/2024 | £33.3m | £34.5m |
| 31/08/2023 | £30.4m | £29.6m |
| 31/08/2022 | £27.2m | £25.1m |
| 31/08/2021 | £24.4m | £22.8m |
Common questions
Is THE STEPHEN PERSE FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a positive net movement in funds of £1.99 million for the year ended 31 August 2025, a significant improvement from the previous year's deficit. Per the trustees' report, unrestricted reserves stood at £25.3 million, with free reserves of £6.50 million falling within the established target range of £4.8 million to £7.2 million. Its FY2025 accounts were audited by PEM Audit Limited.
Who funds THE STEPHEN PERSE FOUNDATION?
Funders whose own accounts filings name THE STEPHEN PERSE FOUNDATION as a grant recipient include DOUGLAS COMPTON JAMES CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| DOUGLAS COMPTON JAMES CHARITABLE TRUST | FY2025 | £104k | |
| DOUGLAS COMPTON JAMES CHARITABLE TRUST | FY2022 | £75k | |
| DOUGLAS COMPTON JAMES CHARITABLE TRUST | FY2024 | £43k | |
| DOUGLAS COMPTON JAMES CHARITABLE TRUST | FY2023 | £2k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DAWAT-E-HADIYAH TRUST (UNITED KINGDOM) | 1 | £23.2m |
| PARMITER'S SCHOOL FOUNDATION | 1 | £889k |
| THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST | 1 | £40k |
| ED DE NUNZIO CHARITABLE TRUST | 1 | £30k |
| PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION | 1 | £5k |
| THE MARCHUS TRUST | 1 | £4k |
| THE LIZ AND TERRY BRAMALL FOUNDATION | 1 | £2k |
| THE EARL FITZWILLIAM CHARITABLE TRUST | 1 | £1k |
Charities like this
- PARMITER'S SCHOOL FOUNDATION
- ST CHRISTOPHER'S SCHOOL (HAMPSTEAD) LIMITED
- JAMES PERCY FOUNDATION
- IPSWICH SCHOOL FOUNDATION
- AL-NOOR FOUNDATION LIMITED
- CHRISTIAN SCHOOLS LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE STEPHEN PERSE FOUNDATION | £33.9m | — | — | unclear | — | no doubt |
| PARMITER'S SCHOOL FOUNDATION | £160k | — | 0 | unclear | — | no doubt |
| ST CHRISTOPHER'S SCHOOL (HAMPSTEAD) LIMITED | £5.5m | £120,001 - £130,000 | — | unclear | — | no doubt |
| JAMES PERCY FOUNDATION | £836k | — | 0 | unclear | — | no doubt |
| IPSWICH SCHOOL FOUNDATION | £559k | — | 0 | below | — | no doubt |
| AL-NOOR FOUNDATION LIMITED | £585k | £60,001 - £70,000 | 1 | unclear | — | no doubt |