DAME ALICE OWEN'S FOUNDATION

Registered charity 312703 · accounts filings on the Charity Commission register

Support for Dame Alice Owen's School and educational projects in the London Borough of Islington from the net divisible income of the Charity.

Objects

(A) 25% OF OF THE NET DIVISIBLE INCOME SHALL BE PAID TO OR AT THE DIRECTION OF THE POTTERS BAR SCHOOL GOVERNORS FOR THE BENEFIT OF THE POTTERS BAR SCHOOL;(B) 25% OF THE NET DIVISIBLE INCOME SHALL BE APPLIED (I) IN PAYING OR SATISFYING THE ISLINGTON SPECIAL COSTS AND SUBJECT THERETO (II) FOR SUCH ISLINGTON EDUCATIONAL PURPOSES AS THE TRUSTEE SHALL FROM TIME TO TIME THINK FIT;(C) 50% OF THE NET DIVISIBLE INCOME SHALL BE APPLIED (I) IN PAYING OR SATISFYING THE SCHOOL SPECIAL COSTS AND SUBJECT THERETO: (II) AT THE TRUSTEE'S DISCRETION, IN MEETING THE REASONABLE REQUIREMENTS OF THE POTTERS BAR SCHOOL AND SUBJECT THERETO (III) IN PAYING OR SATISFYING THE ISLINGTON SPECIAL COSTS, AND SUBJECT THERETO (IV) FOR SUCH ISLINGTON EDUCATIONAL PURPOSES AS THE TRUSTEE SHALL FROM TIME TO TIME THINK FIT.

Area of benefit: GREATER LONDON

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

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

Registered contact address: City of London, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £2,218,017, which are subject to a High Court Order requiring distribution in the following financial year. The Trustee notes that this policy means the Foundation will not be able to maintain its level of distribution in the event of a significant drop in income, identifying investment variability as the major financial risk. Despite this, the auditor confirmed that the going concern basis of accounting is appropriate with no material uncertainties identified.

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

What the accounts disclose

Accounts audited by Myers Clark. Discloses 5 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.

• 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
• Serious incident reporting policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Trading subsidiary: ALICE WILKES LIMITED Companies House 07033912 · Financial health read from its filings

Leadership, per the charity’s website

• Fergus McMullen — Master (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~18.1 months of spending — in the top quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 47.5% of total income — above the 90th percentile for charities its size (median 5.3%) (benchmarks).

Trustees · trustee networks

• The Master and Keepers or Wardens and Commonalty of the Mystery or Art of Brewers of the City of London · trustee of 4 other charities

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

Operates in: Hertfordshire · Islington

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE OWEN'S SCHOOL ASSOCIATION.

• THE OWEN'S SCHOOL ASSOCIATION income £76k
• THE F E CLEARY SCHOOLS FUND income £67k
• OAKWOOD ASSOCIATION income £26k
• OLD OWEN'S ASSOCIATION AND SPORTS CLUB LIMITED income £101k
• LADY DOWNE'S CHARITY income £32k
• ARCHBISHOP TENISON'S SCHOOL FOUNDATION income £216k

Side by side with its peers

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