PATE'S GRAMMAR SCHOOL FOUNDATION

Registered charity 1202002 · accounts filings on the Charity Commission register

The objects of the Charity are for the public benefit, to advance education by: the provision of land and buildings and funding to Pate's Grammar School; operating The Richard Pate School; and promoting the education of current or ex-pupils of both schools (e.g.scholarships, bursaries, grants). Remainng funds may be applied to relieving poverty by grants to Pate House Charity (almshouse charity).

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

Latest income
£4.0m
Latest spending
£4.4m
Registered
2023
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted, free reserves of £589,000 at the end of the reporting period, a decrease from £845,000 in the prior year. The Trustees' report notes that the charity generated an unrestricted deficit of £390,816, driven by revenue deficits at the Richard Pate School and capital expenditure. Despite the decrease in reserves, the Trustees maintain that the charity has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Reserves policy: minimum cash and other liquid assets over the next 12 months should be at least £570k (held: £589k)
“The Trustees have determined that to protect against short or medium term fluctuations in pupil numbers and expenses, the central forecast of minimum cash and other liquid assets over the next 12 months should be at least £570k.” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Charitable Company received endowment income of £442,447 (2024: £418,392) from The Pate Charity which is administered by Corpus Christi College, Oxford.
“The Charitable Company received endowment income of £442,447 (2024: £418,392) from The Pate Charity which is administered by Corpus Christi College, Oxford. By virtue of this administrative role and the right the College has to appoint four Trustees, the College is a related party.” — page 41
“During the year the Charitable Company committed to a £550,000 (2024: £300,000) donation to Pate’s Grammar School for revenue and capital support during the year to 31 August 2025. Total revenue and capital support given to Pate's Grammar School during the year was £550,000 (2024: £300,000)”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation to Pate's Grammar School of £550,000.
“The Charitable Company received endowment income of £442,447 (2024: £418,392) from The Pate Charity which is administered by Corpus Christi College, Oxford. By virtue of this administrative role and the right the College has to appoint four Trustees, the College is a related party.” — page 41
“During the year the Charitable Company committed to a £550,000 (2024: £300,000) donation to Pate’s Grammar School for revenue and capital support during the year to 31 August 2025. Total revenue and capital support given to Pate's Grammar School during the year was £550,000 (2024: £300,000)”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Purchase of licence from Learn With Us Ltd for £700, where a trustee is a director.
“The Charitable Company received endowment income of £442,447 (2024: £418,392) from The Pate Charity which is administered by Corpus Christi College, Oxford. By virtue of this administrative role and the right the College has to appoint four Trustees, the College is a related party.” — page 41
“During the year the Charitable Company committed to a £550,000 (2024: £300,000) donation to Pate’s Grammar School for revenue and capital support during the year to 31 August 2025. Total revenue and capital support given to Pate's Grammar School during the year was £550,000 (2024: £300,000)”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Azets Audit Services. Discloses 4 of 6 completeness components.

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Property (HM Land Registry)

4 registered titles in England and Wales held by the charity’s company or corporate body (4 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)

Total income
£4.0m
Total spending
£4.4m
Reserves (reported)
£589k
Employees
80

Reported reserves equal ~1.6 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (85% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Gloucestershire

Income and spending

Financial year endIncomeSpending
31/08/2025£4.0m£4.4m
31/08/2024£3.9m£4.0m
31/08/2023£0£0

Common questions

Is PATE'S GRAMMAR SCHOOL FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity held unrestricted, free reserves of £589,000 at the end of the reporting period, a decrease from £845,000 in the prior year. The Trustees' report notes that the charity generated an unrestricted deficit of £390,816, driven by revenue deficits at the Richard Pate School and capital expenditure. Despite the decrease in reserves, the Trustees maintain that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by Azets Audit Services.

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.

FunderSimilar charities fundedAmount to them
PARMITER'S SCHOOL FOUNDATION1£889k
THE OGDEN TRUST1£750

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with NORTHAMPTON OLD GRAMMAR SCHOOL FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
PATE'S GRAMMAR SCHOOL FOUNDATION£4.0m——unclear—no doubt
NORTHAMPTON OLD GRAMMAR SCHOOL FOUNDATION FY2025£395k—0unclear—no doubt
GGS SCHOOL FUND FY2025£331k—0unclear—noted
PARMITER'S SCHOOL FOUNDATION FY2025£160k—0unclear—no doubt
Highworth Grammar School Trust, School Fund FY2025£565k—0unclear—no doubt
LEEDS GRAMMAR SCHOOL AND LEEDS GIRLS HIGH SCHOOL FOUNDATION FY2025£617k—0below—no doubt

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