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



## Additional information (optional) 

You may choose to include further statements where relevant about: 

||||
|---|---|---|
||SORP<br>reference||
|Policy on grant making|Para 1.38|N/A|
|Policy on social investment<br>including program related<br>investment|Para 1.38|N/A|



Charity Accounts templates – Trustees’ annual report for the period 



2 of 12 

||||
|---|---|---|
||||
|Contribution made by volunteers|Para 1.38|N/A|
|Other||N/A|



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





3 of 12 

**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 



4 of 12 

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 



5 of 12 

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<br>reference||
|Achievements against objectives set|Para 1.41|The charity has met its objectives of raising funds<br>in anticipation of its next project (next project to<br>be determined).|
|Performance of fundraising activities<br>against objectives set|<br>Para 1.41|N/A|
|Investment performance against<br>objectives|Para 1.41|N/A|
|Other|||
|Financial Review|||
||SORP<br>reference||





6 of 12 

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



## Additional information (optional) 

You may choose to include further statements where relevant about: 

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





7 of 12 

||||
|---|---|---|
||||
|A description of the principal risks<br>facing the charity|Para 1.46|N/A|
|Other||The families of pupils attending Chatsworth<br>Schools were offered the opportunity to donate<br>to the charity.|



||||
|---|---|---|
|Description of charity’s trusts:|SORP<br>reference||
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Model Constitution for CIO|
|How is the charity constituted?<br>(e.g unincorporated association,<br>CIO)|Para 1.25|Charitable Incorporated Organisation (CIO)|
|Trustee selection methods including<br>details of any constitutional<br>provisions e.g. election to post<br>or name of any person or body<br>entitled to appoint one or more<br>trustees|Para 1.25|Appointed as initial trustees at incorporation.|



## Additional information (optional) 

You may choose to include further statements where relevant about: 

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





8 of 12 

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



Names of the charity trustees who manage the charity 



9 of 12 

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





10 of 12 

## 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 



11 of 12 

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 



12 of 12 

|Signature(s):||
|---|---|
|Full name(s):|Simon Peter Gamblin|
|Position (e.g.<br>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**<br>**from**||**2023**<br>**1 September**||**To**||**2024**<br>**31  August**|||
|||||||||||
|**Section A Receipts and payments**||||||||||
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest      £**||**Restricted funds**<br>**(Humanitas)**<br>**to the nearest £**||**Endowment**<br>**funds**<br>**to the nearest £**||**Total funds**<br>**to the nearest £**||**Last year**<br>**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,**<br>**(see table).**||||||||||
|Loan from Chatsworth Bidco Limited (related<br>party)|||||||||**-**|
|Loan from Trustee<br>|||||||||**-**|
|~~**_Sub total_**~~|**-**||||||||**-**|
|**_Total receipts_**<br>**A3 Payments**||||||||||
||||||||||**20,871**|
|||||||||||
|<br>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**<br>**purchases, (see table)**||||||||||
|<br>Collection of funds & payments made by<br>Chatsworth Schools in 2024year end|||||||||**20,864**|
|Repayment of loan from trustee|**-**|||||||||
|**_Sub total_ **|**-**||||||||**20,864**|
|**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_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**<br>Signed by one or two trustees on behalf<br>of all the trustees<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**<br>**B3 Investment assets**|Bank account<br>**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))||**Unrestricted**<br>**funds**<br>**to nearest £**||**Restricted funds**<br>**to nearest £**||**Endowment**<br>**funds**<br>**to nearest £**|
||||**-**||**10,520**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||||**-**||**10,520**||**-**|
||||||||OK|
||||||||**Endowment**<br>**funds**<br>**to nearest £**|
||Debtor||**-**||**30,244**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||**Details**||**Fund to which**<br>**asset belongs**||**Cost (optional)**||**Current value**<br>**(optional)**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||Signature<br>2024 accrual for accounts preparation<br>**Details**<br>**Details**||**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**liability relates**<br>Humanitas<br>Print||||**Current value**<br>**(optional)**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**-**|
||||||||**When due**<br>**(optional)**|
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||
||||||||Date of<br>approval|
||||Simon Peter Gamblin||||27/06/2025|
|||||||||



CCXX R2 accounts (SS) 

27/06/2025 

2 

