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Windermere Educational Trust Limited

Also known as: St Anne's School Educational Trust Limited, Windermere Preparatory School, Windermere School

Windermere Educational Trust Limited operates an Independent Boarding Preparatory and Senior School offering education to children aged 3 to 18.

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Activities & Mission

Windermere Educational Trust Limited operates an Independent Boarding Preparatory and Senior School offering education to children aged 3 to 18.

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
£6,478,641
Latest Expenditure
£6,752,588

Financial Efficiency

Program Ratio 97.6%
% of income going directly to charitable activities

Higher than 58% of UK Education charities with income £1M to £10M (sample: 2063). How is this calculated?

Overall Efficiency 93.6%
% of expenditure going to programs (vs overhead)

Higher than 27% of UK Education charities with income £1M to £10M. How is this calculated?

Administrative Ratio 4.7%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 31% of UK Education charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £5,000
Charitable Activities £5,529,004
Other Trading £864,634
Investments £0
Other Income £80,003

Expenditure Categories

Charitable Expenditure £6,322,468
Raising Funds £317,033
Governance £0
Grants to Institutions £0
Other Expenditure £113,087

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£6,478,641
£6,752,588£6,322,468£20,771,972£20,768,958113 / 0
2023
£7,823,109
£6,958,556£6,630,156£21,064,209£1,012,897120 / 0
2022
£6,401,890
£6,694,895£6,421,132£20,199,656£20,195,160116 / 20
2021
£5,971,797
£6,077,299£5,872,592£20,492,661£20,486,369119 / 20
2020
£6,024,920
£6,258,287£6,046,218£20,598,163£20,595,985127 / 20

Staff column shows: Employees / Volunteers

Frequently asked questions about Windermere Educational Trust Limited

What does Windermere Educational Trust Limited do?

Windermere Educational Trust Limited operates an Independent Boarding Preparatory and Senior School offering education to children aged 3 to 18.

How much income did Windermere Educational Trust Limited report in 2024?

Windermere Educational Trust Limited reported total income of £6.48m and reported expenditure of £6.75m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is Windermere Educational Trust Limited?

Windermere Educational Trust Limited has a program ratio of 97.6%, meaning that share of its income goes directly to charitable activities. This is higher than 58% of UK Education charities with income £1M to £10M (sample of 2063 charities). See our methodology for how this is calculated.

When was Windermere Educational Trust Limited registered as a charity?

Windermere Educational Trust Limited was registered with the Charity Commission for England and Wales on 28 November 1967 as charity number 526973. It has been registered for 59 years.

Who runs Windermere Educational Trust Limited?

Windermere Educational Trust Limited is governed by a board of 7 trustees. The chair of trustees is Peter Anthony Hogan. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Windermere Educational Trust Limited operate?

Windermere Educational Trust Limited operates in Cumbria, as recorded in its Charity Commission filing.

Is Windermere Educational Trust Limited a registered charity?

Yes — Windermere Educational Trust Limited is a registered charity in England and Wales, charity number 526973.

Details

Address
Windermere School
Browhead
Patterdale Road
WINDERMERE
LA23 1NW
Registration Date
28 November 1967
Status
Registered

Registry Information

Organisation Number
526973
Charity Number
526973

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Trustees

Peter Anthony Hogan Chair
Cheryl Cox
Also governs 1 other charity
Claire Logan Stephens
Claire McKeever
Graham Hoyle
LEO HOULDING
Also governs 1 other charity
Michael Anthony Hunter

Sectors & Classifications

Also Known As

  • St Anne's School Educational Trust Limited
  • Windermere Preparatory School
  • Windermere School

Data & trust

Register data refreshed
14 May 2026
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