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2024-08-31-accounts

for the period

Date: 27 June 2025 Period start date: 1 September 2023 to Period end date: 31 August 2024

Charity name: Chatsworth Schools Foundation

Charity registration number: 1187226

for the period for the period for the period for the period for the period
Date:
Period start date:1 September 2023
to
Period end date:31 August 2024
Charity name:Chatsworth Schools Foundation
Charity registration number:1187226
27 June 2025
Objectives and Activities
SORP
reference
Summary of the purposes of the
charity as set out in its governing
document
Para 1.17 To advance education for the public benefit and
support of children of all abilities who may be
disadvantaged or otherwise prevented or
hindered from achieving their highest potential
due to their personal circumstances or
background, with a focus on (but without
limitation to) supporting education
establishments and/or individuals within
education establishments, whether in the UK or
overseas, by way of the provision of resources,
advice, training, staff and/or financial support.
Summary of the main activities in
relation to those purposes for
the public benefit, in particular,
the activities, projects or services
identified in the accounts.
Para 1.17 and
1.19
The charity made several impactful donations in
line with its mission, focusing on supporting
education establishments and individuals within
education establishments, both in the UK and
overseas.
Statement confirming whether the
trustees have had regard to the
guidance issued by the Charity
Commission on public benefit
Para 1.18 The Trustees confirm that they have due and
proper regard to the guidance issued by the
Charity Commission on public benefit.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
Policy on grant making Para 1.38 N/A
Policy on social investment
including program related
investment
Para 1.38 N/A

Charity Accounts templates – Trustees’ annual report for the period

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Contribution made by volunteers Para 1.38 N/A
Other N/A
SORP
reference
Summary of the main achievements
of the charity, identifying the
difference the charity’s work has
made to the circumstances of its
beneficiaries and any wider benefits
to society as a whole.
Para 1.20 Within the period the charity made several
impactful donations:
Strive Fleetwood CIC – Flakefest (£1,000)
Chatsworth Schools Foundation’s donation
supported FlakeFest 2024, a vibrant community
music and arts festival held in the grounds of
Flakefleet Primary School in Fleetwood,
Lancashire. Organised by STRIVE Fleetwood CIC,
the event aimed to bring together a community
facing significant socio-economic challenges—
where 26% of children live in poverty and 37% of
households lack access to a car.
The festival featured:
- Live performances from local bands and
entertainers
- Children’s activities and cultural showcases
- A community fireworks display
- Free tickets distributed via local charities,
including foodbanks
The event not only celebrated local talent and
heritage but also provided an inclusive, uplifting
experience for families who might otherwise be
excluded from such cultural opportunities. The
donation helped ensure accessibility and
community participation, aligning closely with the
Foundation’s mission to support disadvantaged
children and promote educational and cultural
enrichment.

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Champion Chanzige (£1,000) The Foundation’s donation to Champion Chanzige was inspired by the remarkable fundraising efforts of Highfield Prep School, part of the Chatsworth Schools family. In 2024, pupils and staff from Highfield visited a village in Tanzania, where they engaged directly with local schools and communities, witnessing firsthand the challenges faced by children in accessing quality education. Motivated by this experience, the Foundation contributed £1,000 to Champion Chanzige, a UKbased charity dedicated to improving education in rural Tanzania. In a powerful gesture of solidarity, the charity matched this donation, doubling the impact. The combined funding supported: - Infrastructure improvements at local schools - Provision of essential educational materials - Support for children in orphanages and underresourced communities This initiative exemplifies the Foundation’s mission to advance education for disadvantaged children globally, while also empowering Chatsworth pupils to become compassionate global citizens. Banbury Hockey Club (£250) The donation to Banbury Hockey Club supported its youth development programme, which provides inclusive access to sport for children and young people in Oxfordshire. The club is committed to fostering not only hockey skills but also teamwork, leadership, and personal development. The funding helped: - Offset costs for junior training sessions and equipment - Support participation for children from lowerincome families - Promote physical health and social inclusion through sport

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This contribution reflects the Foundation’s commitment to supporting children’s development beyond the classroom, especially those who may face barriers to participation due to financial or social circumstances. Farms for City Children (£10,000) This significant donation funded a week-long residential experience for an inner-city school at one of Farms for City Children’s rural locations. The programme offers immersive, hands-on learning in farming and nature, helping children from urban environments build confidence, teamwork, and a deeper understanding of food, the environment, and rural life. The experience: - Provided a transformative educational opportunity for children who may not otherwise access the countryside - Supported social and emotional development through teamwork and responsibility - Aligned directly with the Foundation’s goal of removing barriers to educational enrichment Victoria Bradley Scholarship – Chatsworth Schools Pupils In 2024, the Chatsworth Schools Foundation proudly sponsored the Victoria Bradley Scholarship, a transformative initiative aimed at supporting talented pupils within the Chatsworth Schools network who may face financial or personal barriers to accessing high-quality education. This scholarship: - Covered tuition fees for selected pupils, enabling them to continue their education within the Chatsworth family - Recognised potential and nurtured talent, regardless of background or circumstance - Embodied the Foundation’s commitment to inclusivity, opportunity, and educational excellence

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Named in honour of Victoria Bradley, a cherished member of the Chatsworth community, the scholarship reflects her legacy of compassion, dedication, and belief in the power of education to change lives. Conclusion In 2024, the Chatsworth Schools Foundation made significant strides in advancing its mission to support the education and development of disadvantaged children. Through strategic donations and partnerships, the Foundation has positively impacted communities both in the UK and overseas, providing opportunities for children to thrive and reach their highest potential. The Foundation remains committed to its Objects and will continue to seek out and support initiatives that align with its vision of educational excellence and inclusivity. We look forward to building on the successes of 2024 and making an even greater impact in the years to come.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
Achievements against objectives set Para 1.41 The charity has met its objectives of raising funds
in anticipation of its next project (next project to
be determined).
Performance of fundraising activities
against objectives set

Para 1.41
N/A
Investment performance against
objectives
Para 1.41 N/A
Other
Financial Review
SORP
reference

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Review of the charity’s financial
position at the end of the period
Para 1.21 There were donations of £22,876 received
during the year of which £22,360 was collected
by Chatsworth Schools on behalf of the charity.
Bank interest of £14 was received.
Bank charges of £60, accountancy and
professional fees of £3,560 and donations paid
of £12,250 incurred in the year.
Net receipts were £6,420. The amount of
£10,520 was held in the charity’s bank account
at the year end.
Statement explaining the policy for
holding reserves stating why they
are held
Para 1.22 A small level of reserves is held for the future
activities of the charity.
Amount of reserves held Para 1.22 The charity has reserves of £39,948 at the year
end.
Reasons for holding zero reserves Para 1.22 N/A
Details of fund materially in deficit Para 1.24 N/A
Explanation of any uncertainties
about the charity continuing as a
going concern
Para 1.23 No such uncertainties.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
The charity’s principal sources of
funds (including any fundraising)
Para 1.47 Donations have been made by the parents of
pupils attending Chatsworth Schools.
Investment policy and objectives
including any social investment
policy adopted
Para 1.46 N/A

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A description of the principal risks
facing the charity
Para 1.46 N/A
Other The families of pupils attending Chatsworth
Schools were offered the opportunity to donate
to the charity.
Description of charity’s trusts: SORP
reference
Type of governing document
(trust deed, royal charter)
Para 1.25 Model Constitution for CIO
How is the charity constituted?
(e.g unincorporated association,
CIO)
Para 1.25 Charitable Incorporated Organisation (CIO)
Trustee selection methods including
details of any constitutional
provisions e.g. election to post
or name of any person or body
entitled to appoint one or more
trustees
Para 1.25 Appointed as initial trustees at incorporation.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
Policies and procedures adopted for
the induction and training of
trustees
Para 1.51
The charity’s organisational
structure and any wider network
with which the charity works
Para 1.51
Relationship with any related parties Para 1.51
Other

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Charity name Chatsworth Schools Foundation
Other name the charity uses
Registered charity number 1187226
Charity’s principal address CRIMEA OFFICE, The Great Tew Estate
The Estate Office
New Road
Great Tew
CHIPPING NORTON
OX7 4AH

Names of the charity trustees who manage the charity

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Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or body)
entitled to appoint trustee
(if any)
Anita Gleave
Simon Gamblin
Andrew Elias
Clemmie Stewart

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Reference and Administrative details

(cont)

Corporate trustees – names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole
year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

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Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees

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Signature(s):
Full name(s): Simon Peter Gamblin
Position (e.g.
Secretary, Chair, etc):
Trustee
Date: 27 June 2025
Chatsworth Schools Foundation Chatsworth Schools Foundation Chatsworth Schools Foundation Chatsworth Schools Foundation Chatsworth Schools Foundation 1187226 1187226 1187226
For the period
from
2023
1 September
To 2024
31 August
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
Restricted funds
(Humanitas)
to the nearest £
Endowment
funds
to the nearest £
Total funds
to the nearest £
Last year
to the nearest £
Donations received - **# ** 22,876 - 22,876 20,864
Bank interest - 14 - 14 7
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) - 22,890 - 22,890 20,871
A2 Asset and investment sales,
(see table).
Loan from Chatsworth Bidco Limited (related
party)
-
Loan from Trustee
-
~~Sub total~~ - -
Total receipts
A3 Payments
20,871

Accountancyfees
- 1,620 - 1,620 -
Bank charges - 60 - 60 60
Legal &professional - 1,940 - 1,940 -
Donationspaid - 12,250 - 12,250 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
**Sub total ** - 15,870 - 15,870 60
A4 Asset and investment
purchases, (see table)

Collection of funds & payments made by
Chatsworth Schools in 2024year end
20,864
Repayment of loan from trustee -
**Sub total ** - 20,864
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
20,924
- 6,420 ( 53)
- - -
- 4,100 4,153
- 10,520 4,100

CCXX R1 accounts (SS)

27/06/2025

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on behalf
of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets
Bank account
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Endowment
funds
to nearest £
- 10,520 -
- - -
- - -
- 10,520 -
OK
Endowment
funds
to nearest £
Debtor - 30,244 -
- - -
- - -
- - -
- - -
- - -
Details Fund to which
asset belongs
Cost (optional) Current value
(optional)
- -
- -
- -
- -
- -
Signature
2024 accrual for accounts preparation
Details
Details
Fund to which
asset belongs
Fund to which
liability relates
Humanitas
Print
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Simon Peter Gamblin 27/06/2025

CCXX R2 accounts (SS)

27/06/2025

2