SARUM ST MICHAEL EDUCATIONAL CHARITY

Registered charity 309456 · accounts filings on the Charity Commission register

The Charity awards grants to individuals, schools, parishes and corporate bodies to further the following objectives: in the promotion of the education of persons involved with religious education; the provision of instruction and resources to schools and parishes; to assist persons financially so they can attend an establishment of further education to pursue their education.

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

Latest income
£200k
Latest spending
£277k
Registered
1966
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net surplus of £358,659 for the year ended 31 December 2025, driven by significant investment gains. Total net assets increased to £6,967,763, with free/unrestricted reserves standing at £74,051, which the trustees deem sufficient against their policy target of three months' operating costs.

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

What the accounts disclose

Largest income source: Investments (100% of income)
“The only income stream is derived from the investment portfolio held by Rathbones Investment Management.” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: three months of operating costs and impending grants expenditure (held: £74k)
“A sum of 3 months of operating costs and impending grants expenditure is considered as an appropriate amount to be held as a minimum level of reserve.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Devon · Dorset · Hampshire · Oxfordshire · Somerset · Wiltshire

Income and spending

Financial year endIncomeSpending
31/12/2025£200k£277k
31/12/2024£193k£227k
31/12/2023£165k£244k
31/12/2022£158k£203k
31/12/2021£163k£226k

Common questions

Is SARUM ST MICHAEL EDUCATIONAL CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £358,659 for the year ended 31 December 2025, driven by significant investment gains. Total net assets increased to £6,967,763, with free/unrestricted reserves standing at £74,051, which the trustees deem sufficient against their policy target of three months' operating costs. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SARUM HALL SCHOOL TRUST LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
SARUM ST MICHAEL EDUCATIONAL CHARITY£200k—0above—no doubt
SARUM HALL SCHOOL TRUST LIMITED FY2025£4.0m——above—no doubt
ST MICHAEL'S SCHOOL (LEIGH-ON-SEA) LIMITED FY2025£288.8m——unclear—no doubt
ENGLISH PROVINCE OF THE BROTHERS OF CHRISTIAN INSTRUCTION FY2025£3.6m—0above—no doubt
SALISBURY CATHEDRAL SCHOOL LIMITED FY2025£3.7m——unclear—no doubt
THE PETERBOROUGH SCHOOL LIMITED FY2025£8.2m——above—no doubt

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