LADY LUMLEY'S EDUCATIONAL FOUNDATION

Registered charity 529625 · accounts filings on the Charity Commission register

Awarding grants to Lady Lumley's School Pickering North Yorkshire and to individuals under twenty-five living in the locality for educational purposes and assisting them into employment

Causes: Education/training · Get email alerts

Latest income

£96k

Latest spending

£78k

Registered

1969

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds total £3,948,866, which is above the stated reserves policy target of approximately 12 months of unrestricted expenditure. The charity reported a net movement in funds of a loss of £53,906 for the year, primarily due to investment revaluation losses, but maintains sufficient resources to cover management and administration costs.

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

What the accounts disclose

Largest income source: Investment Income and Interest (90% of income)

“Investment Income and Interest 3 20 86,043 86.063 80,752”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: approximately 12 months unrestricted expenditure (held: £3.9m)

“It is the policy of the Foundation to maintain unrestricted funds at a level which equates to approximately 12 months unrestricted expenditure.” — page 7

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

CRAIG MELVYN COOPERchair · trustee of 1 other charity
Clair Alison Foden · trustee of 1 other charity
Dr JAMES SAMUEL COPPACK · trustee of 2 other charities
EMMA LOUISE DAPLYN · trustee of 1 other charity
GEOFFREY ACOMB · trustee of 1 other charity
HEATHER GALE YEABSLEY · trustee of 1 other charity
JANET PEARSON · trustee of 1 other charity
Joy Andrews · trustee of 2 other charities

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

Operates in: North Yorkshire

Income and spending

Financial year end	Income	Spending
31/03/2025	£96k	£78k
31/03/2024	£91k	£76k
31/03/2023	£88k	£117k
31/03/2022	£80k	£81k
31/03/2021	£84k	£19k

Common questions

Is LADY LUMLEY'S EDUCATIONAL FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds total £3,948,866, which is above the stated reserves policy target of approximately 12 months of unrestricted expenditure. The charity reported a net movement in funds of a loss of £53,906 for the year, primarily due to investment revaluation losses, but maintains sufficient resources to cover management and administration costs. Its FY2025 accounts were independently examined.