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Katharine Lady Berkeley's School Foundation

RegisteredRegistered charity number 311706GloucestershireEducation and training
Income£42k2025-06-30
Spending£10ksame year
Spent / received89%5-year average
Size in its cause64th pctEducation and training
Registered1962Other
Employees–latest return

Analysis

Katharine Lady Berkeley's School Foundation is a registered charity in England and Wales, based in Gloucestershire. It was registered in December 1962, 64 years ago. Its declared purposes cover education/training, which this site groups under education and training. It says it makes grants to individuals and makes grants to organisations.

In the financial year ending June 2025, Katharine Lady Berkeley's School Foundation reported income of £42k and spending of £10k, leaving 75% of income unspent that year. Across the 5 years on record, from July 2021 to June 2025, income fell from £43k to £42k (-2.4%), an average of -0.6% a year. The sharpest change came in the year to June 2025, when income dropped by 44%. Over the whole period it spent 89% of the income it received.

Among 21,402 England and Wales charities whose main cause is education and training and that reported income, Katharine Lady Berkeley's School Foundation sits at the 64th percentile: it is larger than about 64% of them. Against every charity in England and Wales with reported income it ranks in the 58th percentile. Charities of a similar size with the same main cause include Friends of Grimsdyke (£42k), Bowdon Church School Parent/Teacher Association (£42k) and 89th Stoke-On-Trent and Newcastle Sea Scout Group (£42k).

Income and spending

£0£19k£37k£56k£74k2021 Income: £42,7492021 Spending: £45,88320212022 Income: £42,8832022 Spending: £40,46520222023 Income: £56,2352023 Spending: £61,19920232024 Income: £74,4332024 Spending: £72,41020242025 Income: £41,7192025 Spending: £10,4132025
IncomeSpending

Where the income comes from

  • Other 100%

In the charity's own words

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.

Similar-sized charities, same cause

CharityLocationIncome
Friends of GrimsdykePinner£42k
Bowdon Church School Parent/Teacher AssociationAltrincham£42k
89th Stoke-On-Trent and Newcastle Sea Scout GroupStoke-On-Trent£42k
Litlington Pre-SchoolRoyston£42k