LUMIAR STOWFORD
To advance for the public benefit education in the United Kingdom, in particular by establishing, maintaining carrying on and managing Lumiar Stowford as a school. To promote for the benefit of local inhabitants the provision of facilities for education, recreation or other leisure time .
Objects
Ò TO ADVANCE FOR THE PUBLIC BENEFIT EDUCATION IN THE UNITED KINGDOM, IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING BY ESTABLISHING, MAINTAINING, CARRYING ON AND MANAGING LUMIAR STOWFORD AS A SCHOOL FOR THE EDUCATION OF CHILDREN AS DAY PUPILS IN ACCORDANCE WITH THE PRINCIPLES OF THE LUMIAR METHODOLOGY.Ò TO PROMOTE FOR THE BENEFIT OF THE OF THE INHABITANTS OF WILTSHIRE AND SOMERSET AND THE SURROUNDING AREA THE PROVISION OF FACILITIES FOR EDUCATION, RECREATION OR OTHER LEISURE TIME OCCUPATION IF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves increased to £89,926, exceeding the trustees' policy target of holding 25% of total annual costs. The charity reported a net income surplus of £27,998 for the year, with cashflow described as healthy by the trustees.
What the accounts disclose
“Charging school fees remains our principal funding source and these increased by 5% this year from £7,700 to £8,100 (+VAT from January onwards).” — page 4
“We aim to hold a minimum of 25% of our total annual costs as cash reserves, and budget for this. At the end of the 24/25 academic year, we achieved reserves of £89,926 (28.3%), which exceeds our ambition.” — page 4
Policies the charity declares
- 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
- 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
- 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: 1
Self-declared on the annual return for the financial year ending 31/08/2024
- Volunteers: 1
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 17/07/2023, 17 days after the 30/06/2023 due date).
Trustees
- Ellen Rawlins
- Katherine Symonds-Moore
- Nigel Willetts
- Shenel Shefik
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £346k | £318k |
| 31/08/2024 | £388k | £323k |
| 31/08/2023 | £227k | £234k |
| 31/08/2022 | £281k | £276k |
| 31/08/2021 | £207k | £215k |
Common questions
Is LUMIAR STOWFORD financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £89,926, exceeding the trustees' policy target of holding 25% of total annual costs. The charity reported a net income surplus of £27,998 for the year, with cashflow described as healthy by the trustees. Its FY2025 accounts were independently examined.
Funders of similar charities
Charities like this
- LETCHWORTH EDUCATIONAL SETTLEMENT
- LEEDS FAITH IN SCHOOLS
- Cranford School
- LANCASTER ROYAL GRAMMAR SCHOOL CHARITY
- LOW MILL OUTDOOR EDUCATION CENTRE CIO
- MERCHANT TAYLORS' EDUCATIONAL TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| LUMIAR STOWFORD | £346k | — | 0 | above | — | no doubt |
| LETCHWORTH EDUCATIONAL SETTLEMENT | £385k | — | 0 | unclear | — | no doubt |
| LEEDS FAITH IN SCHOOLS | £207k | — | 0 | below | — | no doubt |
| Cranford School | £12.7m | — | — | unclear | — | no doubt |
| LANCASTER ROYAL GRAMMAR SCHOOL CHARITY | £358k | — | 0 | unclear | — | no doubt |
| LOW MILL OUTDOOR EDUCATION CENTRE CIO | £421k | — | 0 | unclear | — | no doubt |