THE MOUNT SCHOOL YORK FOUNDATION

Registered charity 1171116 · accounts filings on the Charity Commission register

Financial health, per its FY2024 accounts

The accounts state that adjusted unrestricted funds were £6,177 at year end, which is ahead of the agreed policy target. The charity holds invested assets valued at £172,568 and has developed a reserve of unrestricted funds of at least £5,000 to meet one-off costs.

What the accounts disclose

Accounts independently examined (not a full audit).

Year-over-year changes

• Reserves position vs the charity's own policy moved from "below" (FY2023) to "above" (FY2024).

Comparing this charity’s FY2023 and FY2024 accounts as analysed by this site.

Register events

• Received assets from another charity (01/05/2019) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (19/07/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (19/07/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (11/07/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees

• Dr Andrew Julian Pattisonchair
• Anna Mary Wilby
• Catherine Laura Mackinlay Ezzo
• Catherine Olivia Birch · trustee of 1 other charity
• Claire Phillips
• Era Gjurgjeala
• Gregory James Wilmott

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

• Anna Mary Wilby — trustee here and at THE MOUNT SCHOOL YORK FOUNDATION
• Catherine Laura Mackinlay Ezzo — trustee here and at THE MOUNT SCHOOL YORK FOUNDATION
• Catherine Olivia Birch — trustee here and at THE MOUNT SCHOOL YORK FOUNDATION
• Claire Phillips — trustee here and at THE MOUNT SCHOOL YORK FOUNDATION
• Dr Andrew Julian Pattison — trustee here and at THE MOUNT SCHOOL YORK FOUNDATION
• Era Gjurgjeala — trustee here and at THE MOUNT SCHOOL YORK FOUNDATION
• Gregory James Wilmott — trustee here and at THE MOUNT SCHOOL YORK FOUNDATION

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE SEDBERGH SCHOOL FOUNDATION.

• THE SEDBERGH SCHOOL FOUNDATION income £999k
• MOUNTSORREL EDUCATIONAL FUND income £152k
• SHEEN MOUNT PRIMARY SCHOOL PARENT STAFF ASSOCIATION income £180k
• THE LATYMER FOUNDATION AT EDMONTON income £469k
• Bedford School Foundation Trust income £2.7m
• THE FYRISH FOUNDATION income £2.0m