DALLAM SCHOOL
HOLD INVESTMENT ASSETS & PROPERTY TO:i) FUND ADMIN EXPENSESii) REPAIR & INSURE PROPERTYiii) ASSIST SCHOOL GOVS FINANCIALLY IN MAINTAINING SCHOOLiv) PROVIDE FURTHER FINANCIAL ASSISTANCE TO SCHOOLv) PROMOTE EDUCATION OF STUDENTS WHO ATTEND/ATTENDED THE SCHOOL
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £1,249,869, which the trustees consider necessary for property maintenance and future development. The charity reported a net income increase of £197,228 for the year, supported by investment gains, while maintaining a sound investment portfolio with no major element of risk.
What the accounts disclose
“The charity maintains the property, and therefore the trustees consider that this level of free reserves is necessary and will continue to build reserves to enable future development as required by the school.” — page 5
“These include a leasehold agreement with Heversham Parish Council for use of the village playground, a leasehold agreement with Heversham and Milnthorpe Tennis Club for use of the tennis courts”
Inspection and regulatory ratings
- Ofsted — Dallam School: Requires improvement
Property (HM Land Registry)
Register events
- Received assets from another charity (07/12/2015)
Trustees
- MR R VILLIERS SMITHchair
- JOHN WATTON
- MR R PIRIE
- Martin Rayner
- Richard Andrew Willacy
- STEPHEN RAYMOND PICKTHALL
- Steven Henneberry
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £312k | £112k |
| 31/03/2024 | £310k | £123k |
| 31/03/2023 | £313k | £133k |
| 31/03/2022 | £309k | £133k |
| 31/03/2021 | £307k | £143k |
Common questions
Is DALLAM SCHOOL financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,249,869, which the trustees consider necessary for property maintenance and future development. The charity reported a net income increase of £197,228 for the year, supported by investment gains, while maintaining a sound investment portfolio with no major element of risk. Its FY2025 accounts were independently examined.
Who funds DALLAM SCHOOL?
Funders whose own accounts filings name DALLAM SCHOOL as a grant recipient include DALLAM SCHOOL.
Shared trustees with funders
- JOHN WATTON — trustee here and at DALLAM SCHOOL
- MR R PIRIE — trustee here and at DALLAM SCHOOL
- MR R VILLIERS SMITH — trustee here and at DALLAM SCHOOL
- Martin Rayner — trustee here and at DALLAM SCHOOL
- Richard Andrew Willacy — trustee here and at DALLAM SCHOOL
- STEPHEN RAYMOND PICKTHALL — trustee here and at DALLAM SCHOOL
- Steven Henneberry — trustee here and at DALLAM SCHOOL
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| DALLAM SCHOOL | FY2023 | £100k | Donations to Dallam School for General |
| DALLAM SCHOOL | FY2023 | £3k | Donations to Dallam School for Library |
| DALLAM SCHOOL | FY2023 | £2k | Donations to Dallam School for Tennis Court |
| DALLAM SCHOOL | FY2023 | £2k | Scholarships, awards and prizes |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Sport England | 23/10/2014 | £150k | Rebuilding of a pavilion for Tristrams Playing Field |
| South Lakeland District Council | — | £350 | Members locality budget scheme 2014/15 |
Charities like this
- DR CHALLONER'S SCHOOL EDUCATIONAL TRUST
- THE LYTHAM SCHOOLS FOUNDATION
- THE ROSSALL SCHOOL CENTENARY FUND
- THE DAIGLEN SCHOOL TRUST LIMITED
- WILSON'S SCHOOL FOUNDATION CIO
- HUTTON CHURCH OF ENGLAND GRAMMAR SCHOOL FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| DALLAM SCHOOL | £312k | — | 0 | unclear | — | no doubt |
| DR CHALLONER'S SCHOOL EDUCATIONAL TRUST | £358k | — | 0 | within | — | no doubt |
| THE LYTHAM SCHOOLS FOUNDATION | £316k | — | 0 | unclear | — | no doubt |
| THE ROSSALL SCHOOL CENTENARY FUND | £198k | — | 0 | below | — | no doubt |
| THE DAIGLEN SCHOOL TRUST LIMITED | £1.6m | — | — | unclear | — | no doubt |
| WILSON'S SCHOOL FOUNDATION CIO | £341k | — | 0 | unclear | — | no doubt |