Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

No conflicts policy: -1
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 1

THE WELLINGTON SCHOOL FOUNDATION

To promote the charitable work of Wellington School by the raising of funds for new scholarships and bursaries and investing the funds to maximise their value to support Wellington School in its aim of providing an education for children from all walks of life no matter what their financial circumstances.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£308	£181	£127	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22		£187	£119	£69	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21		£174	£160	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20		£183	£804	£-621	n/a	n/a	n/a	n/a	n/a	n/a
31/08/19		£209	£167	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/08/18	*	£204	£124	£80	n/a	n/a	n/a	n/a	n/a	n/a
31/08/17		£179	£112	£67	n/a	n/a	n/a	n/a	n/a	n/a
31/08/16		£129	£124	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15		£95	£86	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14		£115	£62	£53	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13		£123	£50	£74	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12		£273	£121	£151	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11		£383	£31	£351	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10		£1,279	£29	£1,250	£7	£2,266	£5	1.9	1	0
31/08/09		£509	£59	£450	£6	£979	£461	94.1	1	0
31/08/08	*	£146	£37	£109	n/a	n/a	n/a	n/a	n/a	n/a
31/08/07		£528	£37	£491	£7	£491	£491	160.9	2	0
31/08/06		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 20 years

www.wellington-school.org.uk

bursar@wellington-school.org.uk

01823668806

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Support for specific schools

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Somerset,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-83

ALISON WEEKES BA Appointed: 2014, Occupation: Retired

DR DAVID ROLFE LUNGLEY Appointed: 2021, Occupation: Retired

JOHN DARVALL Appointed: 2021, Occupation: Broadcaster

KEVIN PHILLIPS Appointed: 2014, Occupation: Retired

MR ALAN HOOPER, Occupation: Retired Rm Officer & Universit

ROBERT PALFREY Appointed: 2017, Occupation: Business Director

Legal constitution

Charitable company registered in England & Wales on 03/08/2004, number: 1105256
Registered at Companies House on 12/07/2004, number: 05176879

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR18: 27 days late, AR08: 8 days late,

Main office

WELLINGTON SCHOOL
SOUTH STREET
WELLINGTON
TA21 8NT

Objectives

3. OBJECTS3.1. The objects of the Charity are:3.1.1. to promote the charitable work of Wellington School 1837 (being a company registered with Companies House for England and Wales under number 09316033, and registered with the Charity Commission for England and Wales under number 1161447);3.1.2. to further the education and the advancement in life of present and past pupils of Wellington School through the provision of scholarships, bursaries and grants, and such other means as the Trustees shall consider appropriate from time to time;3.1.3. to preserve for the benefit of the public the school Chapel and such other parts of the school site as are worthy of preservation in view of their historical, architectural or environmental significance;3.1.4. to promote the education principally but not exclusively of persons resident or working in Wellington and its environs through the provision of teaching and the facilities for learning and in such other ways and on such terms as the Trustees shall consider appropriate;3.1.5. to promote community participation in healthy recreation for the benefit of persons resident or working in Wellington and its environs by the provision of instruction and facilities for the same on such terms as the Trustees shall consider appropriate; and3.1.6. to further such other charitable purposes as the Trustees shall from time to time decide;(the “Objects”).3.2. This Article 3 may be amended by special resolution but only with the prior written consent of the Commission.

Defined Area of Benefit:

WELLINGTON, SOMERSET