TEWKESBURY EDUCATION TRUST FUND

Registered charity 311703 · accounts filings on the Charity Commission register · also known as TEWKESBURY GRAMMAR SCHOOL FOR BOYS, TEWKESBURY SCHOOL FUND, TEWKESBURY SCHOOL TRUST FUND

The income from the assets is used to provide special benefits to Tewkesbury School and needy young people in the defined territory to support their education.

Objects

NOT MORE THAN ONE-THIRD OF THE YEARLY INCOME OF THE CHARITY IN PROVIDING SPECIAL BENEFITS FOR TEWKESBURY SCHOOL NOT NORMALLY PROVIDED BY THE EDUCATION FUNDING AGENCY / DEPARTMENT FOR EDUCATION AND SUBJECT THERETO THE TRUSTEES SHALL APPLY THE SAID INCOME IN PROMOTING THE EDUCATION OF YOUNG PERSONS WHO ARE RESIDENT IN THE TOWN OF TEWKESBURY OR IN ANY OF THE PARISHES OF ASHCHURCH RURAL, NORTHWAY, CHACELEY, DEERHURST, FORTHAMPTON LEIGH, TEDDINGTON, TWYNING, AND WHEATPIECES, ALL IN THE COUNTY OF GLOUCESTERSHIRE, WHO HAVE NOT ATTAINED THE AGE OF 25 YEARS AND WHO IN THE OPINION OF THE GOVERNORS ARE IN NEED OF FINANCIAL ASSISTANCE.

Area of benefit: SEE OBJECT

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

Causes: Education/training · website · Get email alerts

Latest income
£29k
Latest spending
£16k
Registered
1962
Accounts read
FY2025

Financial health, per its FY2025 accounts

The charity holds unrestricted reserves of £37,946 against endowment funds of £1,053,141. The accounts state that the charity has adequate resources to continue in operational existence for the foreseeable future. The trustees report that the investment portfolio is managed with a low-risk strategy to protect assets while returning a reasonable yield.

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

What the accounts disclose

Related-party transaction: Grant paid to Tewkesbury School, which has common Trustees with the Charity.
“In the year ended 31 March 2025, a grant amounting to £8,061 (2024: £2,263) was paid to Tewkesbury School which has common Trustees with Tewkesbury Education Trust Fund.” — page 6
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.

Public profiles (found on the charity’s own website): facebook

Trustees · trustee networks

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

Operates in: Gloucestershire

Income and spending

Financial year endIncomeSpending
31/03/2025£29k£16k
31/03/2024£28k£9k
31/03/2023£28k£11k
31/03/2022£28k£13k
31/03/2021£27k£22k

Common questions

Is TEWKESBURY EDUCATION TRUST FUND financially healthy?

Per its FY2025 accounts: The charity holds unrestricted reserves of £37,946 against endowment funds of £1,053,141. The accounts state that the charity has adequate resources to continue in operational existence for the foreseeable future. The trustees report that the investment portfolio is managed with a low-risk strategy to protect assets while returning a reasonable yield. Its FY2025 accounts were independently examined.