01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 17 October 2002
- Removed
- Not supplied
- Company number supplied
- 04479551
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £2,661,686
- Latest expenditure
- £1,525,857
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 10 Glebe Road, Bedford, MK40 2PL
Website recorded by the regulator: www.bedfordschool.org.uk (displayed as text)
02 Activities
What the charity does
The Trust is established to manage funds and property donated to Bedford School so as to promote the education of pupils at Bedford School, to provide scholarships and bursaries to assust pupils to attend the School,to assist with the further education of former pupils of the School, and to support the facilities and activities at the School.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 April 2026
- Date Annual Return Received
- 14 April 2026
- Date Accounts Received
- 14 April 2026
- Total Gross Income
- £2,661,686
- Total Gross Expenditure
- £1,525,857
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 April 2025
- Date Annual Return Received
- 28 April 2025
- Date Accounts Received
- 28 April 2025
- Total Gross Income
- £2,184,529
- Total Gross Expenditure
- £815,280
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 April 2024
- Date Annual Return Received
- 30 April 2024
- Date Accounts Received
- 30 April 2024
- Total Gross Income
- £1,347,003
- Total Gross Expenditure
- £599,672
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 April 2023
- Date Annual Return Received
- 30 March 2023
- Date Accounts Received
- 30 March 2023
- Total Gross Income
- £555,645
- Total Gross Expenditure
- £457,462
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 April 2022
- Date Annual Return Received
- 4 October 2022
- Date Accounts Received
- 4 October 2022
- Total Gross Income
- £1,023,475
- Total Gross Expenditure
- £659,381
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 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 14 April 2026
- Total Gross Income
- £2,661,686
- Total Gross Expenditure
- £1,525,857
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 28 April 2025
- Total Gross Income
- £2,184,529
- Total Gross Expenditure
- £815,280
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 30 April 2024
- Total Gross Income
- £1,347,003
- Total Gross Expenditure
- £599,672
- 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 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 30 March 2023
- Total Gross Income
- £555,645
- Total Gross Expenditure
- £457,462
- 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 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 4 October 2022
- Total Gross Income
- £1,023,475
- Total Gross Expenditure
- £659,381
- 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
- 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 Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 14 April 2026
- Income Donations And Legacies
- 1476401
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 46835
- Income Investments
- 1135250
- Income Other
- 3200
- Income Total Income And Endowments
- 2661686
- Income Legacies
- 41000
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,283
- Expenditure Charitable Expenditure
- £1,521,574
- Expenditure Other
- 0
- Expenditure Total
- 1525857
- Expenditure Investment Management
- 4283
- Expenditure Grants Institution
- 1219775
- Expenditure Governance
- 53009
- Expenditure Support Costs
- 53009
- Expenditure Depreciation
- 78547
- Gain Loss Investment
- -989
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,977,555
- Assets Total Fixed
- 4238369
- Assets Own Use
- 4221669
- Assets Long Term Investment
- 16700
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £23,472,241
- Assets Total Liabilities
- £887,036
- Assets Current Investment
- 17682003
- Assets Total Assets And Liabilities
- £26,823,574
- Creditors One Year Total Current
- 554359
- Creditors Falling Due After One Year
- 332677
- Assets Cash
- £5,758,208
- Funds Endowment
- 19192028
- Funds Unrestricted
- 2977555
- Funds Restricted
- 4653991
- Funds Total
- 26823574
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 28 April 2025
- Income Donations And Legacies
- 1119864
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 49349
- Income Investments
- 1015316
- Income Other
- 0
- Income Total Income And Endowments
- 2184529
- Income Legacies
- 12200
- Income Endowments
- 0
- Expenditure Raising Funds
- £11,078
- Expenditure Charitable Expenditure
- £804,202
- Expenditure Other
- 0
- Expenditure Total
- 815280
- Expenditure Investment Management
- 11078
- Expenditure Grants Institution
- 302949
- Expenditure Governance
- 54368
- Expenditure Support Costs
- 54368
- Expenditure Depreciation
- 75234
- Gain Loss Investment
- -213100
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -205089
- Gain Loss Other
- 0
- Reserves
- £2,754,849
- Assets Total Fixed
- 24619523
- Assets Own Use
- 4300216
- Assets Long Term Investment
- 20319307
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,595,671
- Assets Total Liabilities
- £526,460
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £25,688,734
- Creditors One Year Total Current
- 283615
- Creditors Falling Due After One Year
- 242845
- Assets Cash
- £1,277,614
- Funds Endowment
- 18030271
- Funds Unrestricted
- 2754849
- Funds Restricted
- 4903614
- Funds Total
- 25688734
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 30 April 2024
- Income Donations And Legacies
- 737984
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 61668
- Income Investments
- 535609
- Income Other
- 11742
- Income Total Income And Endowments
- 1347003
- Income Legacies
- 305013
- Income Endowments
- 0
- Expenditure Raising Funds
- £56,673
- Expenditure Charitable Expenditure
- £542,999
- Expenditure Other
- 0
- Expenditure Total
- 599672
- Expenditure Investment Management
- 56673
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 39641
- Expenditure Support Costs
- 39641
- Expenditure Depreciation
- 80770
- Gain Loss Investment
- 189154
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 1171040
- Gain Loss Other
- 0
- Reserves
- £3,486,458
- Assets Total Fixed
- 22827755
- Assets Own Use
- 18280353
- Assets Long Term Investment
- 4547402
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,415,976
- Assets Total Liabilities
- £506,520
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £24,737,211
- Creditors One Year Total Current
- 325858
- Creditors Falling Due After One Year
- 180662
- Assets Cash
- £1,426,396
- Funds Endowment
- 17372759
- Funds Unrestricted
- 3486458
- Funds Restricted
- 3877994
- Funds Total
- 24737211
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 30 March 2023
- Income Donations And Legacies
- 17606
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 77211
- Income Investments
- 453740
- Income Other
- 7088
- Income Total Income And Endowments
- 555645
- Income Legacies
- 15606
- Income Endowments
- 0
- Expenditure Raising Funds
- £76,691
- Expenditure Charitable Expenditure
- £380,771
- Expenditure Other
- 0
- Expenditure Total
- 457462
- Expenditure Investment Management
- 76691
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 41196
- Expenditure Support Costs
- 41196
- Expenditure Depreciation
- 80770
- Gain Loss Investment
- -1315600
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,866,942
- Assets Total Fixed
- 21615488
- Assets Own Use
- 18147865
- Assets Long Term Investment
- 3467623
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,194,714
- Assets Total Liabilities
- £557,607
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £22,252,595
- Creditors One Year Total Current
- 330876
- Creditors Falling Due After One Year
- 226731
- Assets Cash
- £1,030,463
- Funds Endowment
- 17249865
- Funds Unrestricted
- 1866942
- Funds Restricted
- 3135788
- Funds Total
- 22252595
- Count Employees
- 0
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 4 October 2022
- Income Donations And Legacies
- 504147
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 34752
- Income Investments
- 460982
- Income Other
- 23594
- Income Total Income And Endowments
- 1023475
- Income Legacies
- 12495
- Income Endowments
- 0
- Expenditure Raising Funds
- £71,955
- Expenditure Charitable Expenditure
- £587,426
- Expenditure Other
- 0
- Expenditure Total
- 659381
- Expenditure Investment Management
- 71955
- Expenditure Grants Institution
- 439226
- Expenditure Governance
- 29807
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 68784
- Gain Loss Investment
- 2563031
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,011,678
- Assets Total Fixed
- 23082958
- Assets Own Use
- 3558402
- Assets Long Term Investment
- 19524556
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,120,031
- Assets Total Liabilities
- £732,977
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £23,470,012
- Creditors One Year Total Current
- 371002
- Creditors Falling Due After One Year
- 361975
- Assets Cash
- £1,065,461
- Funds Endowment
- 18490806
- Funds Unrestricted
- 2011678
- Funds Restricted
- 2967528
- Funds Total
- 23470012
- Count Employees
- 0
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Central Bedfordshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bedford
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
08 Official extract
Charity Event History
- Charity Name
- Bedford School Foundation Trust
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2025-08-29T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 1049614
- Assoc Registered Charity Number
- 1049614
- Assoc Charity Name
- THE SIR JOHN HOWARD FOUNDATION
- Charity Name
- Bedford School Foundation Trust
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2022-04-26T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 288359
- Assoc Registered Charity Number
- 288359
- Assoc Charity Name
- BEDFORD SCHOOL LUNT-WALDECKER TRUST
- Charity Name
- Bedford School Foundation Trust
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2002-10-17T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 8 JULY 2002 AS AMENDED BY SPECIAL RESOLUTIONS DATED 20 MARCH 2004, 26 NOVEMBER 2007, 28 FEBRUARY 2009 AND 7 SEPTEMBER 2009. as amended on 07 Jul 2022 as amended on 07 Jul 2022 as amended on 16 Sept 2023
- Charitable Objects
- THE OBJECTS OF THE CHARITY ARE:3.1 TO PROMOTE THE EDUCATION OF PUPILS AT BEDFORD SCHOOL ("THE SCHOOL");3.2 TO PROMOTE THE FURTHER EDUCATION OF FORMER PUPILS OF THE SCHOOL;3.3 TO SUPPORT THE SCHOOL AND ITS CHARITABLE ACTIVITIES.
- Area Of Benefit
- BEDFORD
10 Official extract
Charity Other Names
- Charity Name Id
- 431818
- Charity Name Type
- Previous name
- Charity Name
- BEDFORD SCHOOL TRUST
11 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Risk management
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investment
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures