THE SEDBERGH SCHOOL FOUNDATION

Registered charity 1176189 · accounts filings on the Charity Commission register

TO PROMOTE AND SUPPORT THE EDUCATION OF YOUNG PEOPLE AND PARTICULARLY THE PUPILS AT SEDBERGH SCHOOL ("THE SCHOOL")

Objects

TO PROMOTE AND SUPPORT THE EDUCATION OF YOUNG PEOPLE AND PARTICULARLY THE PUPILS AT SEDBERGH SCHOOL ("THE SCHOOL") THROUGH:(A) THE FINANCIAL SUPPORT AND ASSISTANCE OF THE SCHOOL AND/OR WIDER EDUCATIONAL INITIATIVES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY (IN SUCCESSION TO THE CHARITY KNOWN AS THE SEDBERGH SCHOOL FOUNDATION TRUST (NO: 529904)); (B) PROMOTING THE EDUCATION OF PUPILS EDUCATED AT THE SCHOOL ("THE BENEFICIARIES") WHO ARE IN NEED OF FINANCIAL ASSISTANCE BY AWARDING TO THE BENEFICIARIES SCHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT THE SCHOOL OR AT ANY UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER EDUCATION.(C) THE FINANCIAL SUPPORT OF SCHOOL PROJECTS TO (I) IMPROVE BUILDINGS USED OR TO BE USED BY THE SCHOOL;(II) ACQUIRE LAND OR ERECT NEW BUILDINGS FOR THE USE OF THE SCHOOL OR WIDER EDUCATIONAL INITIATIVES; AND(III) MAINTAIN, REPAIR, EXTEND OR IMPROVE ANY PROPERTY OWNED BY THE CHARITY WHETHER IN THE OCCUPATION OF THE SCHOOL OR NOT.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Westmorland and Furness, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net decrease in funds of £296,767 for the year ended 31 August 2025, primarily due to a reduction in legacy income compared to the prior year. Total funds held at year-end were £7,199,380, with free reserves of £2,701,042, which the trustees confirm are in excess of their stated policy target. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by HaysMac LLP. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/08/2022 (received 06/07/2023, 6 days after the 30/06/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — Sedbergh School Foundation (matched by registered charity number).

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): instagram

Structured financials (annual return, FY ending 31/08/2025)

Reported reserves equal ~24.6 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, cost of raising funds: 43.1% of total income — above the 90th percentile for charities its size (median 4.9%) (benchmarks).

Register events

• Received assets from another charity (29/06/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• ANTHONY WILLIAM SMITH
• Daniel Harrison
• Ian W Durrans
• MARCUS BAKER
• Richard Gledhill

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

Operates in: Cumbria · Lancashire · North Yorkshire

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

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 REDDIFORD SCHOOL CHARITABLE TRUST.

• THE REDDIFORD SCHOOL CHARITABLE TRUST income £3.1m
• ST BEDE'S FOUNDATION income £7.9m
• SEDBERGH YOUTH AND COMMUNITY CENTRE income £158k
• SEBRIGHT'S EDUCATIONAL FOUNDATION income £205k
• THE DIFFERENCE EDUCATION LTD income £1.6m
• THE SEDBURY TRUST income £144k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.