BERKHAMPSTEAD SCHOOL (CHELTENHAM) TRUST LIMITED

Registered charity 325018 · accounts filings on the Charity Commission register

The charity provides a caring and well rounded education to children aged between 3 & 11, ensuring an awareness of others & promoting citizenship. It is intended that pupils will achieve their full potential academically as well as in music, art, drama & sport. After school activities are provided so that pupils can develop outside the main curriculum.

Causes: Education/training · Recreation · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the group reported a net loss of £443,866 for the year ended 31 August 2025, resulting in a decrease in unrestricted reserves to £1,542,293. The trustees report negative free reserves of £3,188,644 after accounting for fixed assets, noting that significant sums have been invested in school facilities funded by long-term loans. Despite these pressures and potential sector risks, the governors consider the group to have adequate resources to continue as a going concern.

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

What the accounts disclose

Accounts audited by Hazlewoods LLP. Discloses 4 of 6 completeness components.

Leadership, per the charity’s website

• Michelle Bareham — Head of School (source)
• Richard Cross — Executive Director (source)
• Steve Ackland — Chair of Governors (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.

Property (HM Land Registry)

4 registered titles in England and Wales held by the charity’s company or corporate body (4 freehold); recorded price paid £1.4m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

Structured financials (annual return, FY ending 31/08/2025)

Reported reserves equal ~3.2 months of spending — below the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (58% 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: 39.8% of total income — above the 90th percentile for charities its size (median 5.2%) (benchmarks).

Register events

• Received assets from another charity (23/08/2019) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Stephen Acklandchair
• Alistair Carder-Geddes
• Allan Roberts
• Cathryn France
• Charles Biggin
• David Gamblin
• Diane Cox
• Gill Agg
• Jilly-Jo Bowden
• Nicholas Parkin
• Paul Bennett

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

Operates in: Gloucestershire

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CHELTENHAM COLLEGE AND CHELTENHAM COLLEGE PREPARATORY SCHOOL.

• CHELTENHAM COLLEGE AND CHELTENHAM COLLEGE PREPARATORY SCHOOL income £41.7m
• Headington School Oxford Limited income £28.8m
• CHELTENHAM COLLEGE CHARITABLE TRUST income £1.5m
• HOMEFIELD PREPARATORY SCHOOL TRUST LIMITED income £4.4m
• Cheadle Hulme School Bursary Trust income £620k
• ST JOSEPH'S COLLEGE READING TRUST income £8.8m

Side by side with its peers

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