01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 28 December 1962
- Removed
- Not supplied
- Financial period
- 1 August 2024 – 30 June 2025
- Latest income
- £41,719
- Latest expenditure
- £10,413
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 9 Burleigh Way, Wickwar, WOTTON-UNDER-EDGE, Gloucestershire, GL12 8LR
02 Activities
What the charity does
Grants to the Academy, Katharine Lady Berkeley's School, are made from income generated by the Foundation's historic investment portfolio, to provide special benefits not normally afforded through the Academy's regular grant funding. Grants to pupils and past pupils are made where special need is demonstrated. Management of the investments forms a major part of the business of the Foundation.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 August 2024
- Fin Period End Date
- 30 June 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 April 2026
- Date Annual Return Received
- 21 January 2026
- Date Accounts Received
- 21 January 2026
- Total Gross Income
- £41,719
- Total Gross Expenditure
- £10,413
- Fin Period Start Date
- 1 August 2023
- Fin Period End Date
- 31 July 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 May 2025
- Date Annual Return Received
- 26 March 2025
- Date Accounts Received
- 26 March 2025
- Total Gross Income
- £74,433
- Total Gross Expenditure
- £72,410
- Fin Period Start Date
- 1 August 2022
- Fin Period End Date
- 31 July 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 May 2024
- Date Annual Return Received
- 31 January 2024
- Date Accounts Received
- 31 January 2024
- Total Gross Income
- £56,235
- Total Gross Expenditure
- £61,199
- Fin Period Start Date
- 1 August 2021
- Fin Period End Date
- 31 July 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 May 2023
- Date Annual Return Received
- 16 September 2022
- Date Accounts Received
- 16 September 2022
- Total Gross Income
- £42,883
- Total Gross Expenditure
- £40,465
- Fin Period Start Date
- 1 August 2020
- Fin Period End Date
- 31 July 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 May 2022
- Date Annual Return Received
- 1 October 2021
- Date Accounts Received
- 1 October 2021
- Total Gross Income
- £42,749
- Total Gross Expenditure
- £45,883
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 August 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 21 January 2026
- Total Gross Income
- £41,719
- Total Gross Expenditure
- £10,413
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 August 2023
- Fin Period End Date
- 31 July 2024
- Ar Due Date
- 31 May 2025
- Ar Received Date
- 26 March 2025
- Total Gross Income
- £74,433
- Total Gross Expenditure
- £72,410
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 August 2022
- Fin Period End Date
- 31 July 2023
- Ar Due Date
- 31 May 2024
- Ar Received Date
- 31 January 2024
- Total Gross Income
- £56,235
- Total Gross Expenditure
- £61,199
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 August 2021
- Fin Period End Date
- 31 July 2022
- Ar Due Date
- 31 May 2023
- Ar Received Date
- 16 September 2022
- Total Gross Income
- £42,883
- Total Gross Expenditure
- £40,465
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 August 2020
- Fin Period End Date
- 31 July 2021
- Ar Due Date
- 31 May 2022
- Ar Received Date
- 1 October 2021
- Total Gross Income
- £42,749
- Total Gross Expenditure
- £45,883
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Gloucestershire
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
07 Official extract
Charity Event History
- Charity Name
- KATHARINE LADY BERKELEY'S SCHOOL FOUNDATION
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1962-12-28T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- SCHEMES OF 10 NOVEMBER 1964 AND 18 DECEMBER 1986
- Charitable Objects
- A VOLUNTARY SCHOOL; THE NET INCOME TO BE APPLIED IN ANY OF THE FOLLOWING WAYS FOR THE BENEFIT OF PERSONS OF EITHER SEX UNDER THE AGE OF 25 YEARS WHO ARE PUPILS AT THE SCHOOL - SCHOLARSHIPS, BURSARIES OF MAINTENANCE ALLOWANCES; FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, BOOKS FOR BENEFICIARIES ON LEAVING AN EDUCATIONAL ESTABLISHMENT AND ENTERING INTO A PROFESSION, TRADE OR CALLING; SCHOLARSHIPS OR MAINTENANCE ALLOWANCES FOR STUDENTS TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION; SPECIAL BENEFITS NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY; SPECIAL FACILITIES FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING; FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS AND SCIENCES; OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES.
- Area Of Benefit
- PARISH OF WOTTON-UNDER-EDGE
09 Official extract
Charity Other Names
- Charity Name Id
- 128812
- Charity Name Type
- Previous name
- Charity Name
- KATHARINE LADY BERKELEY'S GRAMMAR SCHOOL FOUNDATION
10 Official extract
Charity Policy
- Policy Name
- Investment