WELLINGTON SCHOOL 1837
Secondary and Primary Education.
Objects
THE OBJECT OF THE CHARITY SHALL BE THE PROVISION AND CONDUCT, IN OR NEAR WELLINGTON, OF A DAY OR DAY AND BOARDING SCHOOL FOR BOYS AND GIRLS
Financial health, per its FY2025 accounts
The accounts state that the group reported a net deficit of £234,735 for the year ended 31 August 2025, driven by a decline in pupil numbers and increased operating costs. Per the trustees' report, unrestricted funds decreased by £256,288 to £19,645,914, while the charity maintains significant total net assets of £19,662,879 to support its operations.
What the accounts disclose
“As the Charity has invested in the provision of educational facilities free reserves are negative at £3,986,045 (2024: negative £4,347,983).”
“One of the governors was paid £3,991 (2024: £3,219) as an Exams Invigilator.” — page 62
“One of the governors was paid £3,991 (2024: £3,219) as an Exams Invigilator.” — page 62
“During the year three of the Governors were reimbursed expenses amounting to £1,241 (2024: 3 Governors £1,104) in relation to travel expenses.” — page 45
“One of the governors was paid £3,991 (2024: £3,219) as an Exams Invigilator.” — page 62
“During the year three of the Governors were reimbursed expenses amounting to £1,241 (2024: 3 Governors £1,104) in relation to travel expenses.” — page 45
“One of the governors was paid £3,991 (2024: £3,219) as an Exams Invigilator.” — page 62
“During the year three of the Governors were reimbursed expenses amounting to £1,241 (2024: 3 Governors £1,104) in relation to travel expenses.” — page 45
“Wellington School (Somerset) Trading Company is a company limited by guarantee (number 03049392) and manages and supports the non-educational activities of the School” — page 24
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/08/2025
- Volunteers: 40
- Employees paid over £60,000: 19 (£60,001–£70,000: 15; £70,001–£80,000: 3; £110,001–£120,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/08/2024
- Volunteers: 40
- Employees paid over £60,000: 15 (£60,001–£70,000: 11; £70,001–£80,000: 3; £140,001–£150,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/08/2023
- Volunteers: 37
- Employees paid over £60,000: 13 (£60,001–£70,000: 12; £110,001–£120,000: 1)
- Has a trading subsidiary
- Grant-making is its main activity
Corporate structure
- Trading subsidiary: WELLINGTON SCHOOL (SOMERSET) TRADING COMPANY LIMITED Companies House 03049392
- Registered company of the charity Companies House 09316033
- Turnover: £188k
- Profit before tax: £51k
- Donated/gift-aided to the charity: £51k
- Amounts owed to group undertakings of £61,635 (2024: £150,711) and amounts owed by group undertakings of £0 (2024: £3,213).
“Gift Aid to Wellington School 1837”
Leadership, per the charity’s website
- Dr Alex Battison — Head
- Holly Barker — Academic Deputy Head
- Samantha Dean — Head of Upper School
- Nigel Renyard — Co-curricular Deputy Head
- Victoria Richardson — Head of Prep
- Fiona Taylor — Director of Finance
- Emily Weiss — Director of Human Resources
Company officers (Companies House)
- MITCHELL, Graham William on trustee list
- REAH, Christopher James on trustee list
- GRANT, Helena Mary on trustee list
- WHEATLEY, Keith Arthur Frank on trustee list
- HARDING, Russell George on trustee list
- ROWE, Martin Wyndham on trustee list
- JAMES, Daniel John Skule on trustee list
- MERRY, Sarah Elizabeth on trustee list
- PAGE, Sheena on trustee list
- PALFREY, Robert John, Mr. on trustee list
- GOVEY, Anna Maria Kirkman on trustee list
- TAYLOR, Fiona Amanda Victoria
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- ANNA MARIA KIRKMAN GOVEY
- Christopher Reah
- Daniel James
- Graham William Mitchell
- Helena Grant
- Keith Arthur Frank Wheatley
- Martin Rowe
- ROBERT PALFREY
- Russell George Harding
- Sarah Elizabeth Merry
- Sheena Page
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £18.3m | £18.5m |
| 31/08/2024 | £19.4m | £18.4m |
| 31/08/2023 | £17.3m | £17.1m |
| 31/08/2022 | £15.7m | £15.4m |
| 31/08/2021 | £13.3m | £13.0m |
Common questions
Is WELLINGTON SCHOOL 1837 financially healthy?
Per its FY2025 accounts: The accounts state that the group reported a net deficit of £234,735 for the year ended 31 August 2025, driven by a decline in pupil numbers and increased operating costs. Per the trustees' report, unrestricted funds decreased by £256,288 to £19,645,914, while the charity maintains significant total net assets of £19,662,879 to support its operations. Its FY2025 accounts were audited by Crowe U.K. LLP.
Who funds WELLINGTON SCHOOL 1837?
Funders whose own accounts filings name WELLINGTON SCHOOL 1837 as a grant recipient include THE WELLINGTON SCHOOL FOUNDATION, THE JMCMRJ SORRELL FOUNDATION, THE BILLMEIR CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE WELLINGTON SCHOOL FOUNDATION | FY2025 | £220k | bursaries |
| THE COPPING JOYCE FOUNDATION | FY2025 | Unverified read£173k | bursaries |
| THE WELLINGTON SCHOOL FOUNDATION | FY2023 | £133k | bursaries |
| THE WELLINGTON SCHOOL FOUNDATION | FY2022 | £100k | bursaries |
| THE JMCMRJ SORRELL FOUNDATION | FY2024 | £25k | Grants for the advancement of education |
| THE BILLMEIR CHARITABLE TRUST | FY2021 | £5k | |
| THE WELLINGTON SCHOOL FOUNDATION | FY2023 | £545 | prize fund |
| THE WELLINGTON SCHOOL FOUNDATION | FY2022 | £510 | prize fund |
| THE WELLINGTON SCHOOL FOUNDATION | FY2025 | amount not stated | prizes |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DOWNSIDE ABBEY GENERAL TRUST | 1 | £5.5m |
| PRISM THE GIFT FUND | 1 | £345k |
| The Brindle Foundation | 1 | £334k |
| DOUGLAS COMPTON JAMES CHARITABLE TRUST | 1 | £127k |
| SIR HAROLD HOOD'S CHARITABLE TRUST | 1 | £68k |
| WELLINGBOROUGH SCHOOL FOUNDATION | 1 | £59k |
| THE FARRER TRUST | 1 | £200 |
Charities like this
- WARMINSTER SCHOOL
- WELLINGBOROUGH SCHOOL
- DOWNSIDE SCHOOL
- THISTLEDOWN EDUCATION TRUST
- WILMSLOW PREPARATORY SCHOOL TRUST LIMITED
- WILLOW TREE PRESCHOOL
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| WELLINGTON SCHOOL 1837 | £18.3m | — | — | below | — | no doubt |
| WARMINSTER SCHOOL | £11.2m | — | — | unclear | — | no doubt |
| WELLINGBOROUGH SCHOOL | £22.9m | — | — | above | — | no doubt |
| DOWNSIDE SCHOOL | £9.6m | £100,001 - £110,000 | — | below | — | material uncertainty |
| THISTLEDOWN EDUCATION TRUST | £2.1m | — | 0 | unclear | — | no doubt |
| WILMSLOW PREPARATORY SCHOOL TRUST LIMITED | £1.2m | — | — | unclear | — | no doubt |