EDUCATIONAL TRUST NO 1 1982

Registered charity 286516 · accounts filings on the Charity Commission register

The trustees distribute income strictly in line with the governing document and do not consider unsolicited applications.

Objects

THE ADVANCEMENT OF THE EDUCATION OF BOYS AND GIRLS AT SUCH SCHOOLS AS THE TRUSTEE OF THE DECLARATION OF TRUST SHALL IN ITS DESCRETION SELECT AND IN PARTICULAR (BUT WITHOUT IN ANY WAY LIMITING THE GENERALITY OF THE FOREGIONG) OF PUPILS AT THE FOLLOWING SCHOOLS: AMPLEFORTH, DOWNSIDE, ETON, (OPPIDANS ONLY) GORDONSTOUN, OUNDLE, RADLEY, SHERBORNE (BOYS), SHERBORNE (GIRLS) WINCHESTER AND WYCOMBE ABBEY.

Area of benefit: NOT DEFINED

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

Financial health, per its FY2025 accounts

The accounts state that free reserves were £131,396, with additional bank balances of £21,994 and investments valued at £2,467,924 within the expendable endowment fund. The trustees pursue a policy of maintaining free reserves to cover future needs, opportunities, contingencies, and risks. The independent examiner confirmed that no material matters came to their attention that would cause them to believe the accounts were not properly prepared.

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

What the accounts disclose

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.

• 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
• Risk management
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• LUDLOW TRUST COMPANY (SOUTHAMPTON) LTD · trustee of 113 other charities

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

Operates in: Throughout England And Wales

Income and spending

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