SARUM HALL SCHOOL TRUST LIMITED
Advancement of education.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net surplus of £396,792 for the year ended 31 August 2025, with total unrestricted reserves standing at £8,508,857. The trustees confirm that free reserves of £2,917,964 exceed the stated policy minimum of £1,100,000, and the going concern basis is supported by forecasts showing the ability to meet all financial commitments as they fall due.
What the accounts disclose
“Income of £4,029,865 (2024: £3,840,615) is generated primarily from academic fees of £3,741,806 (2024: £3,483,836).”
“We maintain a minimum of £1,100,000 in free reserves to guarantee the accessibility of funds in the event of both anticipated and unforeseen circumstances.” — page 17
Leadership, per the charity’s website
- Karen Coles — Headmistress
- Julie McEver — Chair of Governors
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- Julie Allyson Greene McEverchair
- Amy Frances Quittenton
- Bridget Anne Ward
- David Christopher Day
- Emma Elizabeth Ann McKendrick
- Ian Kenneth Lazarus
- Jonathan Paul French Smith
- Marcella Christiana McLean
- Natasha Claire Davies
- PROFESSOR GORDON JOHN SAMPSON RUSTIN
- Sarah Frances Hack
- Stuart Robert Davies
- Vivian Thomas
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £4.0m | £3.6m |
| 31/08/2024 | £3.8m | £3.4m |
| 31/08/2023 | £3.4m | £3.3m |
| 31/08/2022 | £3.2m | £3.1m |
| 31/08/2021 | £3.0m | £2.7m |
Common questions
Is SARUM HALL SCHOOL TRUST LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £396,792 for the year ended 31 August 2025, with total unrestricted reserves standing at £8,508,857. The trustees confirm that free reserves of £2,917,964 exceed the stated policy minimum of £1,100,000, and the going concern basis is supported by forecasts showing the ability to meet all financial commitments as they fall due. Its FY2025 accounts were audited by Brewers Chartered Accountants.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| JOHN JACKSON CHARITABLE TRUST | 1 | £320 |
Charities like this
- SOMERHILL CHARITABLE TRUST LIMITED
- THE ST ANDREW'S SCHOOL TRUST
- HUNTER HALL SCHOOL LTD
- HALLFIELD SCHOOL TRUST
- SARUM ST MICHAEL EDUCATIONAL CHARITY
- SPRATTON HALL SCHOOL TRUST LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SARUM HALL SCHOOL TRUST LIMITED | £4.0m | — | — | above | — | no doubt |
| SOMERHILL CHARITABLE TRUST LIMITED | £9.7m | — | — | unclear | — | no doubt |
| THE ST ANDREW'S SCHOOL TRUST | £2.2m | — | — | above | — | no doubt |
| HUNTER HALL SCHOOL LTD | £1.0m | Greater than £60,000 | 1 | above | — | no doubt |
| HALLFIELD SCHOOL TRUST | £7.8m | £150,001 - £160,000 | — | below | — | no doubt |
| SARUM ST MICHAEL EDUCATIONAL CHARITY | £200k | — | 0 | above | — | no doubt |