COLESHILL GRAMMAR SCHOOL ENDOWMENT FOUNDATION
Financial health, per its FY2023 accounts
The accounts state that the charity reported a net deficit of £2,769 before investment gains, resulting in a total net income of £209,536 when including investment gains. Total funds increased to £2,663,780, with unrestricted funds at £391,237 and endowment funds at £2,272,543. The trustees maintain a reserves policy targeting between £30,000 and £50,000, which is well below the current unrestricted fund balance.
What the accounts disclose
Trustees
- LORD AYLESFORDchair
- Ben Henry
- Caroline Symonds
- Christopher Page
- Dr Andrew David Watkins
- Dr COLIN HAYFIELD
- Elizabeth Jones
- Jeremy Currin
- KENELM EDWARD WINGFIELD DIGBY
- Peter Symonds
- SUSAN MARY WALLACE
- Scott Cameron
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £189k | £200k |
| 31/03/2024 | £159k | £191k |
| 31/03/2023 | £168k | £171k |
| 31/03/2022 | £203k | £150k |
| 31/03/2021 | £167k | £137k |
Common questions
Is COLESHILL GRAMMAR SCHOOL ENDOWMENT FOUNDATION financially healthy?
The accounts state that the charity reported a net deficit of £2,769 before investment gains, resulting in a total net income of £209,536 when including investment gains. Total funds increased to £2,663,780, with unrestricted funds at £391,237 and endowment funds at £2,272,543. The trustees maintain a reserves policy targeting between £30,000 and £50,000, which is well below the current unrestricted fund balance. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CHIPPING SODBURY TOWN LANDS CHARITY | 1 | £52k |