KATHARINE LADY BERKELEY'S SCHOOL FOUNDATION

Registered charity 311706 · accounts filings on the Charity Commission register · also known as KATHARINE LADY BERKELEY'S GRAMMAR SCHOOL FOUNDATION

Grants to the Academy, Katharine Lady Berkeley's School, are made from income generated by the Foundation's historic investment portfolio, to provide special benefits not normally afforded through the Academy's regular grant funding. Grants to pupils and past pupils are made where special need is demonstrated. Management of the investments forms a major part of the business of the Foundation.

Objects

A VOLUNTARY SCHOOL; THE NET INCOME TO BE APPLIED IN ANY OF THE FOLLOWING WAYS FOR THE BENEFIT OF PERSONS OF EITHER SEX UNDER THE AGE OF 25 YEARS WHO ARE PUPILS AT THE SCHOOL - SCHOLARSHIPS, BURSARIES OF MAINTENANCE ALLOWANCES; FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, BOOKS FOR BENEFICIARIES ON LEAVING AN EDUCATIONAL ESTABLISHMENT AND ENTERING INTO A PROFESSION, TRADE OR CALLING; SCHOLARSHIPS OR MAINTENANCE ALLOWANCES FOR STUDENTS TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION; SPECIAL BENEFITS NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY; SPECIAL FACILITIES FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING; FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS AND SCIENCES; OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES.

Area of benefit: PARISH OF WOTTON-UNDER-EDGE

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 the charity holds total funds of £1,418,627, primarily consisting of investments valued at £1,301,204 and cash balances of £118,501. The trustees report that sufficient liquid funds are held to cover annual donations, and the independent examiner confirmed no material matters came to attention that would cast doubt on the accounts. The charity generated a net income of £41,946 for the period, indicating a stable financial position.

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.

• Investment

Trustees · trustee networks

• MARGARET CLARKEchair · trustee of 1 other charity
• Ian Colin Trayling
• JANE HELEN KENDALL
• James William Cruickshank
• LESLEY ANN CHASE

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

Operates in: Gloucestershire

Income and spending

Common questions