Charity Accounts Intelreading the accounts so you don’t have to

THE OLD SHIRBURNIAN SOCIETY CHARITABLE TRUST 1975

Registered charity 271592 · accounts filings on the Charity Commission register

THE PAYMENT OF INCOME ARISING FROM INVESTMENTS TO PARENTS/GUARDIANS OF PUPIL STUDENTS (OR TO STUDY) AT SHERBORNE SCHOOL TO SUBSIDISE THE FEES PAYABLE TO THE SCHOOL.

Objects

(1) THE ADVANCEMENT OF EDUCATION INA ANY PART OF THE WORLD. (2) FOR CHARITABLE PURPOSES RELATING TO SHERBORNE SCHOOL, SHERBORNE, DORSET. (3) FOR THE PROVISION OF BURSARIES AT SHERBORNE SCHOOL.

Area of benefit: NATIONAL AND OVERSEAS

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

Causes: Education/training · Get email alerts

Latest income
£53k
Latest spending
£61k
Registered
1976
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £1,727,160 as of 31 July 2025, with a stated policy to maintain capital reserves at similar levels to previous years. The charity reported a net movement in funds of £44,259, driven by investment gains of £52,271, while charitable expenditure on bursaries totaled £58,854. The trustees confirmed 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

Largest income source: Investments (86% of income)
“Investments 4 45,619 - 45,619 46,095 - 46,095” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: maintaining the capital reserves of the trust at similar levels to previous year (held: £1.7m)
“The policy of the trustees is to generate sufficient annual income from the investment portfolio in order to finance the bursaries paid out whilst maintaining the capital reserves of the trust at similar levels to previous year.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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.

Trustees · trustee networks

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

Operates in: Dorset

Income and spending

Financial year endIncomeSpending
31/07/2025£53k£61k
31/07/2024£73k£60k
31/07/2023£60k£43k
31/07/2022£99k£23k
31/07/2021£61k£64k

Common questions

Is THE OLD SHIRBURNIAN SOCIETY CHARITABLE TRUST 1975 financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,727,160 as of 31 July 2025, with a stated policy to maintain capital reserves at similar levels to previous years. The charity reported a net movement in funds of £44,259, driven by investment gains of £52,271, while charitable expenditure on bursaries totaled £58,854. The trustees confirmed the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were independently examined.