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2025-03-31-accounts

Charity number: 1197007

Dukes Foundation

Report and unaudited financial statements For the year ended 31 March 2025

Dukes Foundation

Contents

For the year ended 31 March 2025

Reference and administrative information ....................................................................................... 1 Trustees’ annual report ................................................................................................................... 2 Independent examiner’s report ....................................................................................................... 8 Statement of financial activities ....................................................................................................... 9 Balance sheet ................................................................................................................................ 10 Notes to the financial statements .................................................................................................. 11

Dukes Foundation

Reference and administrative information

For the year ended 31 March 2025

Charity number 1197007 Country of registration England & Wales Registered office and 58 Buckingham Gate operational address London SW1E 6AJ Trustees Trustees who served during the year and up to the date of this report were as follows: Aatif Naveed Hassan Chair John Edmunds Julian Norrie Giles David William Goodhew Adriana Giotta (resigned 27 February 2025) Chief Executive Glen Fendley Officer Independent Jonathan Coyle examiner Sayer Vincent LLP 110 Golden Lane LONDON EC1Y 0TG

1

Dukes Foundation

Trustees’ annual report

For the year ended 31 March 2025

The trustees present their report and the unaudited financial statements for the year ended 31 March 2025.

Reference and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements, the charity's governing document and the Statement of Recommended Practice - Accounting and Reporting by Charities: SORP applicable to charities preparing their accounts in accordance with FRS 102.

Objectives and activities

The trustees review the aims, objectives and activities of the charity each year. This report looks at what the charity has achieved and the outcomes of its work in the reporting period. The trustees report the success of each key activity and the benefits the charity has brought to those groups of people that it is set up to help. The review also helps the trustees ensure the charity's aims, objectives and activities remained focused on its stated purposes.

The trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning its future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives that have been set.

Purposes and aims

Dukes Foundation exists to change lives, create opportunities and spread hope by supporting children, families and communities in the UK and internationally, drawing on the spirit of Dukes Education.

Its objectives, as set out in the governing document, are to:

2

Dukes Foundation

Trustees’ annual report

For the year ended 31 March 2025

Main Activities Undertaken

To further its purposes for the public benefit during the year, the trustees confirm the following key activities:

1 Grant-Making Programme

Dukes Foundation supports a range of UK and international charities and community organisations whose work aligns with its strategic commitments in education, mental health and wellbeing, environmental sustainability, and children’s healthcare. Grants are awarded following a transparent and robust assessment led by management and trustees.

2 Bursary Initiative

The Foundation is developing its bursary strategy to become a major provider of transformational bursaries for young people from low-income backgrounds, enabling access to educational opportunities within Dukes schools and beyond.

Achievements and performance

The charity's main activities and who it tries to help are described below. All its charitable activities and are undertaken to further Dukes Foundation’s charitable purposes for the public benefit.

During the year, the Foundation supported work across youth mental health, suicide prevention, homelessness prevention, youth voice and educational inclusion. Funding enabled PAPYRUS to expand its suicide-prevention webchat into a 24/7 service, dramatically increasing access to lifesaving support. Programmes such as London Youth’s Good for Girls improved wellbeing for underserved young women while building lasting capacity among youth workers. Family mediation services prevented youth homelessness, keeping young people safely housed and engaged in education, while youth-led design strengthened the relevance and reach of mental health services. Internationally, inclusive education initiatives expanded access for children with disabilities. The Dukes Foundation supported Poetry Together to deliver inclusive, arts-based programmes that reduced loneliness and improved wellbeing among older and intergenerational participants. The programme strengthened social connection, communication and confidence, while building staff and volunteer capacity to sustain delivery, contributing to healthier, more connected communities.

Collectively, these grants have provided immediate crisis intervention, built long-term protective factors for mental health, prevented homelessness, amplified youth voice in service design, and advanced educational inclusion. The wider benefit is a demonstrable contribution to stronger, more supportive communities and systems better equipped to safeguard vulnerable individuals.

3

Dukes Foundation

Trustees’ annual report

For the year ended 31 March 2025

Beneficiaries of our services

Grant-making is a central pillar of the Dukes Foundation’s charitable activity, focused on supporting high-impact organisations that improve life chances, wellbeing and long-term outcomes for children and young people facing disadvantage. Grants are awarded through robust due diligence against clear criteria, including demonstrable need, strength of delivery, evidencebased practice and the potential for sustainable impact, with a strong emphasis on early intervention and prevention.

Financial review

During the reporting period, the Foundation received total income of £217,950 (2024: £61,531). The primary source of funding consisted of the core donation of £105,000 from Dukes Education. £103,000 was also received following the Dukes Festival of Arts fundraising event.

The Foundation’s expenditure is predominantly focussed on providing grant funding, running fundraising events and on internal costs including staff. Total expenditure for the year was £426,271 (2024: £135,627). The Foundation awarded grants totalling £182,684 (2024: £74,000) during the year. At the year-end grants totalling £51,400 were accrued but unpaid. Events held, both fundraising as well as support of the Poetry Together activity, contributed £125,000 to the year’s expenditure. Finally, the recruitment of a Director just before the start of the financial year meant staff costs included their cost for a full year.

At the year-end, total funds were £39,440, a fall from £247,761 in the prior year. Restricted funds, being primarily donations received for Bassett House school, were £70,479 (2024: £70,129). This meant that unrestricted funds were negative £31,039. A designated fund, to match the Turkey and Syria Earthquake Appeal restricted fund, totalling £11,385 remains unchanged.

Reserves policy and going concern

The trustees aim to hold reserves at a level sufficient to cover the charity’s core operating costs and to provide continuity for grant commitments.

At the year-end, free reserves (calculated as total funds less any restricted funds, amounts designated, or held as fixed assets) were negative £42,424. As described above, the trustees are actively developing fundraising initiatives to rebuild reserves and strengthen the charity’s financial position.

The deficit in general unrestricted funds largely reflects the accrual of grant liabilities, which will be settled as funds are received. In the current financial year, additional funding has been received from Dukes Education to ensure that working capital remains sufficient, and further major fundraising activities are planned. Most expenditure, apart from salaries, is variable, and the trustees will only enter into new commitments when funds are available.

4

Dukes Foundation

Trustees’ annual report

For the year ended 31 March 2025

Having reviewed the charity’s financial position and projected cash flows, the trustees are satisfied that the charity continues to operate as a going concern.

Principal risks and uncertainties

The trustees have reviewed the principal risks and uncertainties facing the charity and confirm that appropriate systems and procedures are in place to identify, assess and manage these risks. Risk management is embedded within the charity’s governance framework and is reviewed regularly by the Board.

The most significant risk relates to the sustainability of bursary income streams, given the charity’s reliance on voluntary income to fund multi-year bursary commitments. This is mitigated through careful monitoring of income against future obligations, diversification of funding sources, development of longer-term funding strategies, and the maintenance of financial reserves to manage short-term fluctuations.

There is a risk that grant-funded activities may not achieve their intended outcomes or that impact is insufficiently evidenced. This is addressed through a robust grant-making policy, proportionate due diligence, and regular monitoring and reporting against agreed outcomes, with grant performance reviewed by the Board.

Reputational risk arising from partner selection is managed through formal due diligence and ongoing oversight of delivery partners.

Compliance and governance risks are mitigated through trustee oversight, regular policy review, training, and the use of professional advice where appropriate.

Plans for the Future

Looking ahead, the trustees plan to continue expanding the transformational bursary programme, with a focus on securing sustainable, multi-year funding and diversifying income sources. They will strengthen impact measurement and reporting to better evidence long-term outcomes and inform future funding decisions. Governance and programme evaluation will be further enhanced through regular policy review, strengthened oversight and clearer evaluation frameworks. Finally, the Foundation will increase its visibility among aligned philanthropic audiences through targeted communications, while maintaining its position of not engaging in public fundraising.

Structure, governance and management

The organisation is a charitable incorporated organisation registered as a charity on 8 December 2021 in England and Wales, governed by its Constitution.

All trustees give their time voluntarily and receive no benefits from the charity.

5

Dukes Foundation

Trustees’ annual report

For the year ended 31 March 2025

Appointment of trustees

Trustees are appointed in accordance with the Foundation’s Constitution, through invitation, cooption and Board approval, ensuring a mix of skills and experience relevant to the charity’s work.

Trustee induction and training

Trustees receive induction on appointment, including governance responsibilities, safeguarding, finance and regulatory compliance. Ongoing training is provided as required.

Governance and Decision-Making

The Board of Trustees oversees strategic direction and governance. Day-to-day operational management is delegated to the CEO, with regular reporting back to the Board.

Safeguarding and Other Policies

The charity maintains key policies including safeguarding, conflicts of interest, financial controls, internal risk management and trustee expenses, in compliance with Charity Commission expectations.

Fundraising

The Dukes Foundation does not undertake public fundraising or appeals to the general community. Its income is derived from voluntary donations and investment income, generated through targeted engagement with a small number of high-value individuals, corporate partners and grant-making foundations whose values align with the Foundation’s charitable objectives. This approach focuses on developing informed, proportionate and ethical relationships with known partners, ensuring all funds directly support the Foundation’s grant-making and bursary programmes, in line with relevant fundraising guidance.

Statement of responsibilities of the trustees

Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charity's financial activities during the period and of its financial position at the end of the period. In preparing financial statements giving a true and fair view, the trustees should follow best practice and:

6

Dukes Foundation

Trustees’ annual report

For the year ended 31 March 2025

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charity's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

The trustees’ annual report has been approved by the trustees on 28 January 2026 and signed on their behalf by

David William Goodhew Trustee

7

Independent examiner’s report

To the trustees of

Dukes Foundation

I report to the trustees on my examination of the accounts of Dukes Foundation for the year ended 31 March 2025.

This report is made solely to the trustees as a body, in accordance with the Charities Act 2011. My examination has been undertaken so that I might state to the trustees those matters I am required to state to them in an independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the trustees as a body, for my examination, for this report, or for the opinions I have formed.

Responsibilities and basis of report

As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the CIO’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Charities Act 2011 (‘the 2011 Act’).

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I confirm that there are no other matters to which your attention should be drawn to enable a proper understanding of the accounts to be reached.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Name: Jonathan Coyle FCA DChA Address: Sayer Vincent LLP, 110 Golden Lane, London, EC1Y 0TG Date: 30 January 2026

8

Dukes Foundation

Statement of financial activities

For the year ended 31 March 2025

For theyear ended 31 March 2025
Note
Income from:
2a
2b
Charitable activities
3
Reconciliation of funds:
Donations
Other trading activities
Total expenditure
Investments
Total income
Expenditure on:
Raising funds
Total funds brought forward
Total funds carried forward
Net income/(expenditure) for the
year and net movement in funds
Unrestricted
£
112,868
102,947
1,785
Restricted
£
350
-
-
2025
Total
£
113,218
102,947
1,785
217,950
128,521
297,750
426,271
(208,321)
247,761
39,440
Unrestricted
£
2,112
-
675
Restricted
£
58,744
-
-
2024
Total
£
60,856
-
675
217,600 350 2,787 58,744 61,531
128,521
297,750
-
-
51,542
84,086
-
-
51,542
84,086
426,271 - 135,627 - 135,627
(208,671)
177,632
350
70,129
(132,840)
310,472
58,744
11,385
(74,096)
321,857
(31,039) 70,479 177,632 70,129 247,761

All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in Note 15a to the financial statements.

9

Dukes Foundation

Balance sheet

As at 31 March 2025

As at 31 March 2025
Note
Current assets:
10
Liabilities:
11
15a
Total unrestricted funds
General funds
Total charity funds
Cash at bank and in hand
The funds of the charity:
Creditors: amounts falling due within one year
Net current assets
Total net assets
Restricted income funds
Unrestricted income funds:
Designated funds
Debtors
£
28,000
90,323
2025
£
39,440
£
27,675
232,175
2024
£
247,761
118,323
(78,883)
259,850
(12,089)
11,385
(42,424)
11,385
166,247
39,440 247,761
70,479
(31,039)
70,129
177,632
39,440 247,761

Approved by the trustees on 28 January 2026 and signed on their behalf by

David William Goodhew Trustee

10

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

a) Statutory information

The registered office address is 58 Buckingham Gate, London, SW1E 6AJ.

b) Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) - (Charities SORP FRS 102), The Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The financial statements have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair view’. This departure has involved following Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy or note.

In applying the financial reporting framework, the trustees have made a number of subjective judgements, for example in respect of significant accounting estimates. Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances. The nature of the estimation means the actual outcomes could differ from those estimates. Any significant estimates and judgements affecting these financial statements are detailed within the relevant accounting policy below.

c) Public benefit entity

The charity meets the definition of a public benefit entity under FRS 102.

The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period.

d) Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern. The deficit in general unrestricted funds largely reflects the accrual of grant liabilities, which will be settled as funds are received. In the current financial year, additional funding has been received from Dukes Education to ensure that working capital remains sufficient, and further major fundraising activities are planned. Most expenditure, apart from salaries, is variable, and the trustees will only enter into new commitments when funds are available.

e) Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the income have been met, it is probable that the income will be received and that the amount can be measured reliably.

Income received in advance of the provision of a specified service is deferred until the criteria for income recognition are met.

11

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

Unrestricted funds are donations and other incoming resources received or generated for the charitable purposes.

Designated funds comprise unrestricted funds that have been set aside by the Trustees for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings:

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

Grants payable are made to third parties in furtherance of the charity's objects. Single or multi-year grants are accounted for when either the recipient has a reasonable expectation that they will receive a grant and the trustees have agreed to pay the grant without condition, or the recipient has a reasonable expectation that they will receive a grant and that any condition attaching to the grant is outside of the control of the charity.

Provisions for grants are made when the intention to make a grant has been communicated to the recipient but there is uncertainty about either the timing of the grant or the amount of grant payable.

Governance costs are the costs associated with the governance arrangements of the charity. These costs are associated with constitutional and statutory requirements and include any costs associated with the strategic management of the charity’s activities.

Items of equipment are capitalised where the purchase price exceeds £500.

Trade and other debtors are recognised at the settlement amount due after any trade discount offered.

12

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

1 Accounting policies (continued)

n) Creditors and provisions

o) Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

p) Pensions

The Charity contributes to a defined contribution pension scheme and the pension charge represents the amounts payable by the Charity to the fund in respect of the year.

2a Income from donations

Income from donations
Donations Unrestricted
£
112,868
£
350
Restricted
2025
Total
£
113,218
Unrestricted
£
2,112
£
58,744
Restricted
2024
Total
£
60,856
112,868 350 113,218 2,112 58,744 60,856

2b Income from other trading activities

Income from other trading activities
Fundraising events
Dukes Festival of Arts
2025
Total
£
102,947
2024
Total
£
-
102,947 -

All income from trading activities is unrestricted.

13

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

3a Analysis of expenditure (current year)

Staff costs (Note 6)
Grants (Note 4)
Fundraising events
Community event costs
Professional fees
Bank Charges
Travel
IT costs
Other costs
Support costs
Governance costs
Total expenditure 2025
Total expenditure 2024
Raising
funds
£
-
-
84,953
-
11,324
-
-
-
-
96,277
31,007
1,236
128,521
51,542
Charitable
activities
£
-
182,648
-
40,402
-
-
-
-
-
223,050
71,837
2,864
297,750
84,086
Governance
costs
£
-
-
-
-
4,100
-
-
-
-
4,100
-
(4,100)
-
-
Support
costs
£
91,106
-
-
-
2,368
948
1,044
2,883
4,495
102,844
(102,844)
-
-
-
2025
Total
2024
Total
£
£
91,106
27,683
182,648
74,000
84,953
-
40,402
11,199
17,792
10,553
948
471
1,044
562
2,883
11,083
4,495
76
426,271
135,627
-
-
-
-
426,271
135,627

14

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

3b Analysis of expenditure (prior year)

Staff costs (Note 6)
Grants (Note 4)
Community event costs
Professional fees
Bank Charges
Travel
IT costs
Other costs
Support costs
Governance costs
Total expenditure 2024
Raising
funds
£
-
11,199
-
-
-
-
-
11,199
34,183
6,160
51,542
Charitable
activities
£
-
74,000
-
-
-
-
-
-
74,000
8,546
1,540
84,086
Governance
costs
£
-
-
-
7,700
7,700
-
(7,700)
-
Support
costs
£
27,683
-
-
2,853
471
562
11,083
76
42,729
(42,729)
-
-
2024 Total
£
27,683
74,000
11,199
10,553
471
562
11,083
76
135,627
-
-
135,627

15

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

4a Grant making

Grant making
Grants to institutions
London Youth
Bethesda Apostolic Eagles
Total grant expenditure
YouthNet UK Ltd
Embrace Badjao
Doorstep Library
Ebony Horse Club
The Bridge
Rwanda Action
Payrus Prevention of Young Suicide
United World Schools
WellChild
Nine Red
Grants to individuals
Poetry Together
sub-total grants to institutions
2025
£
105,000
15,000
15,000
15,000
15,000
5,000
2,500
2,500
2,500
2,500
750
98
2024
£
70,000
-
-
-
-
-
-
-
-
-
-
-
180,848
1,800
182,648
70,000
4,000
74,000

In addition to the above, grants totalling £35,000 (2024: £140,000) were approved but not accrued as they were subject to conditions being met by receipients.

5 Net income / (expenditure) for the year

This is stated after charging / (crediting):

This is stated after charging / (crediting):
2025 2024
£ £
Independent Examiner's Fee (excluding VAT):
Independent Examination 4,500 7,700
Other services 1,250 2,300

16

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

6 Analysis of staff costs, trustee remuneration and expenses, and the cost of key management personnel

Staff costs were as follows:

Staff costs were as follows:
Salaries and wages
Social security costs
Employer’s contribution to defined contribution pension schemes
2025
£
80,000
9,785
1,321
2024
£
25,000
2,195
488
91,106 27,683

The following number of employees received employee benefits (excluding employer pension costs and employer's national insurance) during the year between:

2025 2024
No. No.
£60,000 - £69,999 - -
£70,000 - £79,999 - -
£80,000 - £89,999 1 -

The total employee benefits (including pension contributions and employer's national insurance) of the key management personnel were £nil (2024: £nil).

The charity trustees were neither paid nor received any other benefits from employment with the charity in the year (2024: £nil). No charity trustee received payment for professional or other services supplied to the charity (2024: £nil).

Trustees' expenses represents the payment or reimbursement of travel and subsistence costs totalling £nil (2024: £nil).

7 Staff numbers

The average number of employees (head count based on number of staff employed) during the year was 1 (2024: 1).

8 Related party transactions

During the period, the Charity incurred £18,800 (2024: £27,000) expenditure on behalf of a Trustee, Aatif Hassan, for attendance of another Charities fundraising events. The loan is still to be repaid.

During the period, £105,000 (2024: £70,000) was paid as a grant to The Federation of London Youth Club, a charity registered in England and Wales, of which a key employee of Dukes Foundation was also an employee. The charity has controls in place to ensure independence when assessing applications from all sources, especially those where a related party is included.

Aggregate donations from related parties were £105,000 (2024: £nil).

9 Taxation

The charity is exempt from corporation tax as all its income is charitable and is applied for charitable purposes.

17

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

For theyear ended 31 March 2025 For theyear ended 31 March 2025
10
11
12a
General
unrestricted
£
36,809
(78,883)
(42,074)
12b
General
unrestricted
£
178,336
(12,089)
166,247
Current assets
Current liabilities
Current assets
Analysis of net assets between funds (current year)
Current liabilities
Taxation and social security
Pension fund payable
Grants Payable
Creditors: amounts falling due within one year
Accruals
Trade creditors
Debtors
Trade debtors
Amount due from trustees
Other debtors
Net assets at 31 March 2024
Net assets/(liabilities) at 31 March 2025
Analysis of net assets between funds (prior year)
Designated
£
11,385
-
2025
£
18,000
-
10,000
2024
£
27,675
-
-
28,000 27,675
2025
£
9,336
1,976
337
15,834
51,400
2024
£
55
1,697
337
10,000
-
78,883 12,089
Restricted
£
70,129
-
Total
funds
£
118,323
(78,883)
(42,074) 11,385 70,129 39,440
General
unrestricted
£
178,336
(12,089)
Designated
£
11,385
-
Restricted
£
70,129
-
Total
funds
£
259,850
(12,089)
166,247 11,385 70,129 247,761

18

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

13a Movements in funds (current year)

Movements in funds (current year)
At 1 April
2024
£
11,385
58,744
Total restricted funds
70,129
11,385
Total designated funds
11,385
General funds
166,247
177,632
247,761
At 1 April
2023
£
11,385
-
Total restricted funds
11,385
11,385
Total designated funds
11,385
General funds
299,087
310,472
321,857
Movements in funds (prior year)
Restricted funds:
Bassett House
Turkey and Syria Earthquake appeal
matched by Dukes Foundation
Total funds
Turkey and Syria Earthquake Appeal
Unrestricted funds:
Designated funds:
Turkey and Syria Earthquake appeal
matched by Dukes Foundation
Bassett House
Total unrestricted funds
Total funds
Total unrestricted funds
Restricted funds:
Turkey and Syria Earthquake Appeal
The narrative to explain the purpose of each fund is
Unrestricted funds:
Designated funds:
At 1 April
2024
£
11,385
58,744
Income &
gains
£
-
350
Expenditure
& losses
£
-
-
Transfers
£
-
-
At 31
March
2025
£
11,385
59,094
70,129 350 - - 70,479
11,385 - - - 11,385
11,385 - - - 11,385
166,247 217,600 (426,271) - (42,424)
177,632 217,600 (426,271) - (31,039)
247,761 217,950 (426,271) - 39,440
At 31
March
2024
£
11,385
58,744
11,385 58,744 - - 70,129
11,385 - - - 11,385
11,385 - - - 11,385
299,087 2,787 (135,627) - 166,247
310,472 2,787 (135,627) - 177,632
321,857 61,531 (135,627) - 247,761

13b Movements in funds (prior year)

19

Dukes Foundation

Notes to the financial statements

For the year ended 31 March 2025

13c Movements in funds

Purposes of restricted funds

The Bassett House donation is restricted for the advancement of education at Bassett House School. The donation will be used for a variety of educational purposes, including awarding bursaries, scholarships, prizes, and grants to pupils and prospective pupils. It will also support the development and improvement of the school's facilities, such as recreational areas, buildings, and grounds. Additional funding will go toward acquiring educational materials, including books and musical instruments, as well as creating specialist teaching roles. The Dukes Foundation has agreed to utilise the funds exclusively for these purposes or transfer them to a successor charity with similar commitments. Acceptance of these terms confirms the Foundation's adherence to the donation's charitable objectives, ensuring alignment with laws governing charitable activities in England and Wales.

Turkey and Syria Earthquake Appeal

In response to the 6 February 2023, parents encouraged Duke Foundation to be the hub for collection of donations. In consultation with DEC, initial thoughts were that the Foundation would send a final grant to DEC before Easter 2026 to contribute to the long-term aftermath of the disaster focusing on trauma care, vaccinations, and hygiene kits.

Purposes of designated funds

The Trustees made the decision to match donations received in the prior period in relation to the Turkey and Syria earthquake appeal.

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