CCEW Charity Commission profile

LOUGHBOROUGH SCHOOLS FOUNDATION

Registered charity 1081765 · organisation 3973489

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
28 July 2000
Removed
Not supplied
Company number supplied
04038033
Financial period
1 September 2024 – 31 August 2025
Latest income
£36,548,000
Latest expenditure
£39,987,000
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 3 BURTON WALKS, LOUGHBOROUGH, LE11 2DU

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

02 Activities

What the charity does

The Charity exists to operate four independent schools providing for pupils aged from 3 to 18. The aim is to attain the highest academic levels and ensure an extra-curricular programme which will develope life long interests and a desire to contribute to the community.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 September 2024
Fin Period End Date
31 August 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 June 2026
Date Annual Return Received
20 May 2026
Date Accounts Received
20 May 2026
Total Gross Income
£36,548,000
Total Gross Expenditure
£39,987,000
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 June 2025
Date Annual Return Received
12 June 2025
Date Accounts Received
12 June 2025
Total Gross Income
£38,349,000
Total Gross Expenditure
£36,559,000
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 June 2024
Date Annual Return Received
28 June 2024
Date Accounts Received
28 June 2024
Total Gross Income
£36,551,000
Total Gross Expenditure
£36,308,000
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 June 2023
Date Annual Return Received
9 June 2023
Date Accounts Received
9 June 2023
Total Gross Income
£34,103,000
Total Gross Expenditure
£33,471,000
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 June 2022
Date Annual Return Received
20 June 2022
Date Accounts Received
20 June 2022
Total Gross Income
£31,835,000
Total Gross Expenditure
£32,805,000

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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
20 May 2026
Total Gross Income
£36,548,000
Total Gross Expenditure
£39,987,000
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
23
Count Salary Band 70001 80000
11
Count Salary Band 80001 90000
5
Count Salary Band 90001 100000
3
Count Salary Band 100001 110000
2
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
2
Count Salary Band 130001 140000
2
Count Salary Band 140001 150000
1
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
1
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
56
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
12 June 2025
Total Gross Income
£38,349,000
Total Gross Expenditure
£36,559,000
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
9
Count Salary Band 70001 80000
5
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
2
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
1
Count Salary Band 130001 140000
1
Count Salary Band 140001 150000
1
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
58
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
28 June 2024
Total Gross Income
£36,551,000
Total Gross Expenditure
£36,308,000
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£0
Income From Government Contracts
645000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Yes
Count Salary Band 60001 70000
10
Count Salary Band 70001 80000
3
Count Salary Band 80001 90000
1
Count Salary Band 90001 100000
3
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
1
Count Salary Band 120001 130000
1
Count Salary Band 130001 140000
2
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
30
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
9 June 2023
Total Gross Income
£34,103,000
Total Gross Expenditure
£33,471,000
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
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
13
Count Salary Band 70001 80000
6
Count Salary Band 80001 90000
2
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
1
Count Salary Band 120001 130000
1
Count Salary Band 130001 140000
2
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
1
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
34
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
20 June 2022
Total Gross Income
£31,835,000
Total Gross Expenditure
£32,805,000
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£219,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
33
Count Salary Band 70001 80000
10
Count Salary Band 80001 90000
3
Count Salary Band 90001 100000
3
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
1
Count Salary Band 120001 130000
2
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
1
Count Salary Band 150001 200000
1
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Volunteers
29

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
20 May 2026
Income Donations And Legacies
875000
Income Other Trading Activities
480000
Income Charitable Activities
34470000
Income Investments
540000
Income Other
183000
Income Total Income And Endowments
36548000
Income Legacies
552000
Income Endowments
0
Expenditure Raising Funds
£484,000
Expenditure Charitable Expenditure
£39,503,000
Expenditure Other
0
Expenditure Total
39987000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
478000
Expenditure Support Costs
4572000
Expenditure Depreciation
2876000
Gain Loss Investment
-132000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£13,598,000
Assets Total Fixed
68834000
Assets Own Use
61985000
Assets Long Term Investment
6849000
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,539,000
Assets Total Liabilities
£8,786,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£66,587,000
Creditors One Year Total Current
6599000
Creditors Falling Due After One Year
2187000
Assets Cash
£3,785,000
Funds Endowment
45570000
Funds Unrestricted
13598000
Funds Restricted
7419000
Funds Total
66587000
Count Employees
733
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
12 June 2025
Income Donations And Legacies
1694000
Income Other Trading Activities
461000
Income Charitable Activities
35585000
Income Investments
560000
Income Other
49000
Income Total Income And Endowments
38349000
Income Legacies
1533000
Income Endowments
0
Expenditure Raising Funds
£600,000
Expenditure Charitable Expenditure
£35,959,000
Expenditure Other
0
Expenditure Total
36559000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
443000
Expenditure Support Costs
5377000
Expenditure Depreciation
2184000
Gain Loss Investment
319000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£16,367,000
Assets Total Fixed
68779000
Assets Own Use
63693000
Assets Long Term Investment
5086000
Defined Benefit Pension Scheme
0
Assets Other Assets
£10,293,000
Assets Total Liabilities
£8,914,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£70,158,000
Creditors One Year Total Current
6157000
Creditors Falling Due After One Year
2757000
Assets Cash
£8,950,000
Funds Endowment
46559000
Funds Unrestricted
16367000
Funds Restricted
7232000
Funds Total
70158000
Count Employees
759
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
28 June 2024
Income Donations And Legacies
392000
Income Other Trading Activities
489000
Income Charitable Activities
34986000
Income Investments
442000
Income Other
242000
Income Total Income And Endowments
36551000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£798,000
Expenditure Charitable Expenditure
£35,510,000
Expenditure Other
0
Expenditure Total
36308000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
396000
Expenditure Support Costs
5218000
Expenditure Depreciation
2101000
Gain Loss Investment
-164000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£11,745,000
Assets Total Fixed
68765000
Assets Own Use
63970000
Assets Long Term Investment
4795000
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,069,000
Assets Total Liabilities
£8,785,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£68,049,000
Creditors One Year Total Current
5291000
Creditors Falling Due After One Year
3494000
Assets Cash
£6,950,000
Funds Endowment
47476000
Funds Unrestricted
15031000
Funds Restricted
5542000
Funds Total
68049000
Count Employees
741
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
9 June 2023
Income Donations And Legacies
377000
Income Other Trading Activities
528000
Income Charitable Activities
32794000
Income Investments
218000
Income Other
186000
Income Total Income And Endowments
34103000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£696,000
Expenditure Charitable Expenditure
£32,775,000
Expenditure Other
0
Expenditure Total
33471000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
317000
Expenditure Support Costs
4657000
Expenditure Depreciation
2213000
Gain Loss Investment
-397000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£11,817,000
Assets Total Fixed
69839000
Assets Own Use
64993000
Assets Long Term Investment
4846000
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,940,000
Assets Total Liabilities
£9,809,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£67,970,000
Creditors One Year Total Current
5170000
Creditors Falling Due After One Year
4639000
Assets Cash
£6,971,000
Funds Endowment
48619000
Funds Unrestricted
13972000
Funds Restricted
5379000
Funds Total
67970000
Count Employees
708
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
20 June 2022
Income Donations And Legacies
111000
Income Other Trading Activities
523000
Income Charitable Activities
31018000
Income Investments
138000
Income Other
45000
Income Total Income And Endowments
31835000
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£530,000
Expenditure Charitable Expenditure
£32,275,000
Expenditure Other
0
Expenditure Total
32805000
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
291000
Expenditure Support Costs
4475000
Expenditure Depreciation
2231000
Gain Loss Investment
918000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£11,443,000
Assets Total Fixed
71415000
Assets Own Use
66363000
Assets Long Term Investment
5052000
Defined Benefit Pension Scheme
0
Assets Other Assets
£7,209,000
Assets Total Liabilities
£10,889,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£67,735,000
Creditors One Year Total Current
5185000
Creditors Falling Due After One Year
5704000
Assets Cash
£6,391,000
Funds Endowment
49915000
Funds Unrestricted
12565000
Funds Restricted
5255000
Funds Total
67735000
Count Employees
679
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Leicestershire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Derbyshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Nottinghamshire
Welsh Ind
No

07 Official extract

Charity Classification

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

08 Official extract

Charity Event History

Charity Name
LOUGHBOROUGH SCHOOLS FOUNDATION
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2017-02-01T00:00:00
Reason
Amalgamated
Assoc Organisation Number
4017679
Assoc Registered Charity Number
1110802
Assoc Charity Name
OUR LADY'S CONVENT SCHOOL
Charity Name
LOUGHBOROUGH SCHOOLS FOUNDATION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2000-07-28T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 20/07/2000AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/10/2002AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/03/2006AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/11/2007AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/07/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 31/07/2015AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 21 MAY 2018 AS AMENDED ON 21 MAR 2019AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02 MAY 2024 as amended on 07 May 2026
Charitable Objects
TO ADVANCE EDUCATION BY CARRYING ON IN GREAT BRITAIN A SCHOOL OR SCHOOLS WHICH MAY BE DAY OR BOARDING AT WHICH INFANTS, CHILDREN AND STUDENTS MAY OBTAIN EDUCATION AND INSTRUCTION IN ACADEMIC, SPORTING, MUSICAL, CULTURAL, SCIENTIFIC, TECHNICAL, RELIGIOUS, VOCATIONAL, SOCIAL AND COMMERCIAL SUBJECTS ACTIVITIES AND CRAFTS OF EVERY DESCRIPTION AND BY ANCILLARY OR INCIDENTAL EDUCATIONAL ACTIVITIES AND OTHER ASSOCIATED ACTIVITIES FOR THE BENEFIT OF THE COMMUNITY.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
424426
Charity Name Type
Previous name
Charity Name
LOUGHBOROUGH ENDOWED SCHOOLS

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority
Regulator Order
2
Regulator Name
Ofsted (Office For Standards In Education)

12 Official extract

Charity Policy

Policy Name
Social media policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Conflicting interests
Policy Name
Investment
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints handling
Policy Name
Paying staff
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Risk management