THE MOUNT SCHOOL YORK FOUNDATION
The Foundation's purpose is to advance education in accordance with the Religious Society of Friends (Quakers) in such ways as the charity Trustees think fit and in particular to advance the education of past, present and future pupils of The Mount School (York)
Financial health, per its FY2025 accounts
The accounts state that adjusted unrestricted funds were £7,211 at year end, which is ahead of the agreed policy target. The charity holds invested funds valued at £143,613 and has grant commitments of £25,277 listed under liabilities. The independent examiner confirmed that no material matters came to attention regarding the accounts' compliance with statutory requirements.
What the accounts disclose
“The Trustees were very grateful to receive a donation of £150,000 from the Stacey Sisters Trust. We give thanks to Christine Johnson and her brother the late Michael Johnson for this generous gift towards bursaries in memory of the Stacey Sisters.” — page 1
“A reserve of unrestricted funds of at least £5,000 has been developed, which in the Trustees’ view should be adequate to meet one off costs.” — page 1
“The Trustees would like to thank The Mount School York for providing administrative services and support to the Foundation.” — page 2
“Trustees are a combination of ex officio appointees from The Mount School York, being the Head, the Chief Financial Officer or equivalent, the Clerk and the Deputy Clerk of School Committee” — page 2
“The Trustees would like to thank The Mount School York for providing administrative services and support to the Foundation.” — page 2
“Trustees are a combination of ex officio appointees from The Mount School York, being the Head, the Chief Financial Officer or equivalent, the Clerk and the Deputy Clerk of School Committee” — page 2
Register events
- Received assets from another charity (01/05/2019)
- Received assets from another charity (19/07/2018)
- Received assets from another charity (19/07/2018)
- Received assets from another charity (11/07/2018)
Trustees
- Dr Andrew Julian Pattisonchair
- Anna Mary Wilby
- Catherine Laura Mackinlay Ezzo
- Catherine Olivia Birch
- Claire Phillips
- Era Gjurgjeala
- Gregory James Wilmott
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £163k | £34k |
| 31/08/2024 | £24k | £64k |
| 31/08/2023 | £34k | £85k |
| 31/08/2022 | £94k | £15k |
| 31/08/2021 | £6k | £1k |
Common questions
Is THE MOUNT SCHOOL YORK FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that adjusted unrestricted funds were £7,211 at year end, which is ahead of the agreed policy target. The charity holds invested funds valued at £143,613 and has grant commitments of £25,277 listed under liabilities. The independent examiner confirmed that no material matters came to attention regarding the accounts' compliance with statutory requirements. Its FY2025 accounts were independently examined.
Who funds THE MOUNT SCHOOL YORK FOUNDATION?
Funders whose own accounts filings name THE MOUNT SCHOOL YORK FOUNDATION as a grant recipient include THE SIR JAMES RECKITT CHARITY, THE MOUNT SCHOOL YORK FOUNDATION.
Shared trustees with funders
- 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
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE SIR JAMES RECKITT CHARITY | FY2024 | £30k | Education |
| THE MOUNT SCHOOL YORK FOUNDATION | FY2023 | £25k | Costs of the Foundation office |
| THE SIR JAMES RECKITT CHARITY | FY2023 | £25k | Education |
| THE SIR JAMES RECKITT CHARITY | FY2022 | £25k | Education |
| THE SIR JAMES RECKITT CHARITY | FY2021 | £25k | Repeat grant |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MONDAY CHARITABLE TRUST | 1 | £20k |
| HERMES TRUST | 1 | £5k |
| THE BLYTH WATSON CHARITABLE TRUST | 1 | £1k |
Charities like this
- THE MOUNT SCHOOL (YORK)
- YORK CITY FOOTBALL CLUB FOUNDATION
- THE SEDBERGH SCHOOL FOUNDATION
- MOUNTSORREL EDUCATIONAL FUND
- YORK STEINER SCHOOL LIMITED
- THE POCKLINGTON SCHOOL FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE MOUNT SCHOOL YORK FOUNDATION | £163k | — | 0 | above | — | no doubt |
| THE MOUNT SCHOOL (YORK) | £4.3m | — | — | below | — | no doubt |
| YORK CITY FOOTBALL CLUB FOUNDATION | £590k | — | 0 | below | — | no doubt |
| THE SEDBERGH SCHOOL FOUNDATION | £999k | — | 0 | above | — | no doubt |
| MOUNTSORREL EDUCATIONAL FUND | £152k | — | 0 | unclear | — | no doubt |
| YORK STEINER SCHOOL LIMITED | £1.5m | — | 0 | unclear | — | no doubt |