ST BARTHOLOMEW'S SCHOOL FOUNDATION

Registered charity 309085 · accounts filings on the Charity Commission register · also known as ST BARTHOLOMEW'S SCHOOL

The principal object of the Foundation is to provide educational benefits to the students of St Bartholomew's School.The Foundation is custodian of many prize funds, some restricted in purpose, but all intended to reward good work, effort or achievement on the part of the students at the school.The Foundation also has responsibility for a permanent endowment of funds and assets.

Causes: Education/training · Get email alerts

Latest income
£56k
Latest spending
£42k
Registered
1962
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £220,291, which the Trustees consider to be at a prudent level sufficient to meet unexpected expenditure. The charity reported a net income of £56,022 and a net movement in funds of £45,524, supported by investment gains of £31,625. The Trustees confirmed that no material uncertainties exist regarding the charity's ability to continue in business.

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

What the accounts disclose

Largest income source: Investment income (56% of income)
Dividend income is fairly consistent compared to the prior year at £31,176 — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: sufficient liquid assets to meet unexpected expenditure (held: £220k)
The Trustees do not have a formal policy for determining the level of cash reserves. However their practice has been to maintain sufficient liquid assets in an interest bearing deposit account to enable the Foundation to meet unexpected expenditure — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation to St Bartholomew's School
During the year the Trustees made a donation of £32,148 (2024: £37,189) from unrestricted funds to St Bartholomew's School. — page 25
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Hampshire · West Berkshire · Wiltshire

Income and spending

Financial year endIncomeSpending
31/03/2025£56k£42k
31/03/2024£53k£48k
31/03/2023£49k£26k
31/03/2022£43k£17k
31/03/2021£41k£12k

Common questions

Is ST BARTHOLOMEW'S SCHOOL FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £220,291, which the Trustees consider to be at a prudent level sufficient to meet unexpected expenditure. The charity reported a net income of £56,022 and a net movement in funds of £45,524, supported by investment gains of £31,625. The Trustees confirmed that no material uncertainties exist regarding the charity's ability to continue in business. Its FY2025 accounts were independently examined.