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Katharine Lady Berkeley's School Foundation

Also known as: Katharine Lady Berkeley's Grammar School Foundation

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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£41,719
Latest Expenditure
£10,413

Financial Efficiency

Overall Efficiency 25.0%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 25.0%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£41,719
£10,4130 / 0
2024
£74,433
£72,4100 / 0
2023
£56,235
£61,1990 / 0
2022
£42,883
£40,4650 / 0
2021
£42,749
£45,8830 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Katharine Lady Berkeley's School Foundation

What does Katharine Lady Berkeley's School Foundation do?

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.

How much income did Katharine Lady Berkeley's School Foundation report in 2025?

Katharine Lady Berkeley's School Foundation reported total income of £42k and reported expenditure of £10k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was Katharine Lady Berkeley's School Foundation registered as a charity?

Katharine Lady Berkeley's School Foundation was registered with the Charity Commission for England and Wales on 28 December 1962 as charity number 311706. It has been registered for 64 years.

Who runs Katharine Lady Berkeley's School Foundation?

Katharine Lady Berkeley's School Foundation is governed by a board of 5 trustees. The chair of trustees is MARGARET CLARKE. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Katharine Lady Berkeley's School Foundation operate?

Katharine Lady Berkeley's School Foundation operates in Gloucestershire, as recorded in its Charity Commission filing.

Is Katharine Lady Berkeley's School Foundation a registered charity?

Yes — Katharine Lady Berkeley's School Foundation is a registered charity in England and Wales, charity number 311706.

Details

Address
9 Burleigh Way
Wickwar
WOTTON-UNDER-EDGE
Gloucestershire
GL12 8LR
Registration Date
28 December 1962
Status
Registered

Registry Information

Organisation Number
311706
Charity Number
311706

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Trustees

MARGARET CLARKE Chair
Also governs 1 other charity
Ian Colin Trayling
James William Cruickshank
JANE HELEN KENDALL
LESLEY ANN CHASE

Sectors & Classifications

Also Known As

  • Katharine Lady Berkeley's Grammar School Foundation

Data & trust

Register data refreshed
30 July 2026
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