HAWKSHEAD GRAMMAR SCHOOL FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 9 December 1993
Removed: Not supplied
Financial period: 1 November 2024 – 31 October 2025
Latest income: £99,925
Latest expenditure: £98,550
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: SCUTCHEON HOUSE FARM, FAR SAWREY, AMBLESIDE, LA22 0LQ

Website recorded by the regulator: www.hawksheadgrammar.org.uk (displayed as text)

02 Activities

What the charity does

Educational Charity providing grants to young people from Hawkshead for further education or for entry into one of the professions. Also providing a museum experience based on the Old Grammar School Building showing how an Elizabethan Grammar school worked.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 August 2026
Date Annual Return Received: 6 August 2026
Date Accounts Received: 6 August 2026
Total Gross Income: £99,925
Total Gross Expenditure: £98,550

Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 August 2025
Date Annual Return Received: 10 July 2025
Date Accounts Received: 10 July 2025
Total Gross Income: £110,997
Total Gross Expenditure: £76,510

Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 August 2024
Date Annual Return Received: 7 August 2024
Date Accounts Received: 7 August 2024
Total Gross Income: £69,379
Total Gross Expenditure: £76,612

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 August 2023
Date Annual Return Received: 12 July 2023
Date Accounts Received: 12 July 2023
Total Gross Income: £62,485
Total Gross Expenditure: £76,302

Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 August 2022
Date Annual Return Received: 18 August 2022
Date Accounts Received: 18 August 2022
Total Gross Income: £72,825
Total Gross Expenditure: £95,842

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 6 August 2026
Total Gross Income: £99,925
Total Gross Expenditure: £98,550
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £17,924
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 6

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Due Date: 31 August 2025
Ar Received Date: 10 July 2025
Total Gross Income: £110,997
Total Gross Expenditure: £76,510
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £31,199
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 7 August 2024
Total Gross Income: £69,379
Total Gross Expenditure: £76,612
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Due Date: 31 August 2023
Ar Received Date: 12 July 2023
Total Gross Income: £62,485
Total Gross Expenditure: £76,302
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £2,667
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 18 August 2022
Total Gross Income: £72,825
Total Gross Expenditure: £95,842
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £6
Income From Government Grants: £25,545
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 5

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cumbria
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

07 Official extract

Charity Event History

Charity Name: HAWKSHEAD GRAMMAR SCHOOL FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1993-12-09T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 4 AUGUST 2010 as amended on 02 May 2024 as amended on 12 Jun 2025
Charitable Objects: (1) PROMOTING THE EDUCATION OF PEOPLE UNDER 25 IN THE AREA OF BENEFIT AS THE GOVERNORS THINK FIT INCLUDING: AWARDING SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS (TO BE CALLED ARCHBISHOP SANDYS EXHIBITIONS) TENABLE AT ANY UNIVERSITY, COLLEGE OR INSTITUTION OF HIGHER EDUCATION; AND PROMOTING THE EDUCATION OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE BY ASSISTING THEM WITH TRAVEL IN FURTHERANCE OF THAT EDUCATION OR TO PREPARE FOR ENTRY TO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING ANY EDUCATIONAL ESTABLISHMENT (2) MAINTAIN THE MUSEUM OF THE OLD GRAMMAR SCHOOL, HAWKSHEAD, CUMBRIA FOR THE BENEFIT OF THE PUBLIC (3) OUTSIDE MUSEUM OPERATING HOURS OR THE MUSEUM SEASON, THE PROVISION AND MAINTENANCE OF A HALL FOR THE USE OF INHABITANTS OF THE AREA OF BENEFIT AND OTHER PERSONS WITHOUT DISTINCTION OF POLITICAL, RELIGIOUS OR OTHER OPINIONS INCLUDING USE FOR: MEETINGS, LECTURES AND CLASSES; AND OTHER FORMS OF RECREATION AND LEISURE-TIME OCCUPATION WITH THE THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS.
Area Of Benefit: THE PARISHES OF HAWKSHEAD, CLAIFE AND SATTERTHWAITE AND THOSE PARTS OF MONK CONISTON AND SKELWITH WHICH WERE ONCE PART OF THE ANCIENT PARISH OF HAWKSHEAD

09 Official extract

Charity Policy

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Internal risk management policy and procedures

Policy Name: Volunteer management

Policy Name: Social media policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Paying staff

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Trustee conflicts of interest policy and procedures