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2025-08-31-accounts

Charity registration number 1212096 (England and Wales)

SATISH KUMAR FOUNDATION

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS

FOR THE PERIOD ENDED 31 AUGUST 2025

SATISH KUMAR FOUNDATION

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees

Dr M Nasseri Dr J Rae Dr M D K Armbruster

(Appointed 29 August 2024) (Appointed 2 September 2024) (Appointed 13 September 2024)

Charity number (England and Wales) 1212096 Registered office 15 Mount View Terrace Totnes TQ9 5EB Independent examiner Mrs L Lulek FCA Darnells Chartered Accountants 30 Fore Street Totnes TQ9 5RP Bankers Unity Trust Bank PO Box 7193 Planetary Road Willenhall WV1 9DG

SATISH KUMAR FOUNDATION

CONTENTS

Page
Trustees' report 1 - 3
Independent examiner's report 4
Statement of financial activities 5
Balance sheet 6
Statement of cash flows 7
Notes to the financial statements 8 - 18

SATISH KUMAR FOUNDATION

TRUSTEES' REPORT FOR THE PERIOD ENDED 31 AUGUST 2025

The Trustees present their annual report and financial statements for the period ended 31 August 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the Charity's Constitution dated 11 February 2025, the Charities Act 2011, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "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)".

Objectives and activities

Objects

For the public benefit, to promote and advance education in ecology in all its aspects, including in the context of spirituality, philosophy and arts and culture, and to promote the development of skills, capacities and capabilities in relation to caring for the environment, including by:

Mission of the Charity

Satish Kumar Foundation exists to advance ecological education for the public benefit, inspiring individuals and communities to translate ecological understanding into meaningful action and to contribute to regenerative and just futures.

The Foundation is inspired by the lifelong work and philosophy of Satish Kumar, whose teachings emphasise the interconnectedness of soil, soul and society. A central aim is to carry forward and deepen the educational legacy of Schumacher College, founded by Satish Kumar in 1991 and internationally recognised for its pioneering approach to ecological and holistic education.

Schumacher College developed a distinctive model of learning that combined rigorous academic inquiry with lived experience, encouraging learners to engage with ecological questions through both intellectual exploration and practical action. This approach has influenced thousands of learners worldwide and inspired many national and international ecological initiatives and learning centres.

Building on this legacy, Satish Kumar Foundation develops and supports educational initiatives that extend the distinctive Schumacher approach while placing stronger emphasis on practical skills, real-world engagement and tangible impact.

Activities of the Charity

The organisation was founded on 29 August 2024 shortly after the announcement of Schumacher College’s closure by the Dartington Hall Trust. It was first formed as a Community Interest Company that same month, and became a registered charity on 11 February 2025.

To achieve its charitable objectives, the Foundation:

SATISH KUMAR FOUNDATION

TRUSTEES' REPORT (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

Public benefit

Through these activities, the Foundation aims to benefit learners, practitioners and communities engaged in ecological transition, equipping them with the knowledge, skills and imagination needed to respond to today’s environmental and social challenges.

In planning its activities, the Trustees have had due regard to the Charity Commission’s guidance on public benefit.

Achievements and performance

Significant activities and achievements against objectives

The Foundation’s first period focused primarily on establishment, putting in place the governance, operational and partnership foundations necessary to deliver its charitable objectives. During this period, Trustees were appointed and the organisation’s governance framework was established, including the adoption of key policies and procedures to ensure the Foundation operates in accordance with good practice and Charity Commission requirements.

Notwithstanding the significant work involved in establishing the organisation, the Foundation was pleased to deliver its first educational programmes. During the first period, the Foundation organised more than ten events, including longer learning programmes, short courses and public events delivered both nationally and internationally.

These activities engaged over 350 participants and explored the themes and practices of ecological literacy, systems thinking, consciousness, regenerative practice, creative cultures, ecological economics, participatory regenerative design and poetics of imagination.

These early programmes demonstrated a strong interest in the kind of holistic ecological education the Foundation seeks to provide and generated valuable learning that will inform the development of future programmes.

During the period, the Foundation also received generous support from individual donors, enabling it to begin delivering its first programmes and to lay the foundations for its longer-term charitable activities.

The Trustees are encouraged by the progress made in this first period and remain confident in the Foundation’s direction as it moves into a period of expanded activity.

Financial review

There was a surplus of income over expenditure for the period of £446,044. This reflects the strong support to reopen the Schumacher College following its closure by the Dartington Hall Trust. There was a surplus for unrestricted funds of £223,796 and for restricted funds of £222,248.

Total funds at the year end amounted to £446,044 with unrestricted funds of £223,796 and restricted funds of £222,248.

The free reserves of the Charity at 31 August 2025 were £204,129.

The Trustees would like to thank all those who supported the Charity during the reporting period, including Satish Kumar, Fondation Salvia, the Tedworth Charitable Trust, the Frederick Mulder Foundation, and the Amy B Brown Revocable Trust, as well as generous philanthropic individuals who wish to remain anonymous.

Reserves policy

The Foundation maintains reserves to ensure the continuity of its current activities and educational programmes and to meet contractual commitments to educators and contractors. This provides financial stability and protects delivery in the event of fluctuations in income. Reserves are also designated to support the ongoing fundraising efforts required to secure permanent premises for Schumacher College and safeguard its long-term future.

SATISH KUMAR FOUNDATION

TRUSTEES' REPORT (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

Plans for future periods

Following 31 August 2025, the Satish Kumar Foundation will continue to advance its charitable mission of promoting and advancing ecological education. A central priority will be the re-establishment of Schumacher College, a leading ecological college whose name and intellectual property were purchased by the Foundation from Dartington Hall Trust. The Foundation’s mission is to secure the long-term future of the College and restore it as a centre of excellence in holistic and ecological education. This will include developing educational programmes, strengthening partnerships, and raising funds to secure a permanent property from which the College can operate. Fundraising efforts will therefore focus on capital acquisition and establishing a sustainable financial base to support the College’s future activities.

Structure, governance and management

The Charity was incorporated as a community interest company, Satish Kumar C.I.C. on 29 August 2024, company number: 15925200, and converted to a charitable incorporated organisation on 11 February 2025 when it became registered under charity number 1212096. It is governed by its constitution dated 11 February 2025.

The Trustees who served during the period and up to the date of signature of the financial statements were: Dr M Nasseri (Appointed 29 August 2024) Dr J Rae (Appointed 2 September 2024) Dr M D K Armbruster (Appointed 13 September 2024)

Recruitment and appointment of trustees

In selecting individuals for appointment as new Trustees, the Charity Trustees have regard to the skills, knowledge and experience needed for the effective administration of the CIO.

Trustee induction and training

The Charity Trustees will make available to each new Trustee, on or before his or her first appointment, a copy of the current version of the Constitution; and a copy of the latest Trustees’ Annual Report and statement of accounts.

Organisational structure

The Board of Trustees administers the Charity and meets on a regular basis.

Risk management

The Board of Trustees have identified the major risks that the organisation is exposed to and implemented systems to manage those risks.

The Trustees' report was approved by the Board of Trustees.

..............................

Dr M Nasseri Trustee

02/04/2026 Date: .............................................

SATISH KUMAR FOUNDATION

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SATISH KUMAR FOUNDATION

I report to the Trustees on my examination of the financial statements of Satish Kumar Foundation (the Charity) for the period ended 31 August 2025.

Responsibilities and basis of report

As the Trustees of the Charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011.

I report in respect of my examination of the Charity’s financial statements carried out under section 145 of the Charities Act 2011. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Charities Act 2011.

Independent examiner's statement

Since the Charity’s gross income exceeded £250,000, the independent examiner must be a member of a body listed in section 145 of the Charities Act 2011. I confirm that I am qualified to undertake the examination because I am a member of the Insitute of Chartered Accountants in England and Wales, which is one of the listed bodies.

Your attention is drawn to the fact that the charity has prepared the financial statements in accordance with the relevant version of the Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been withdrawn. I understand that this has been done in order for the financial statements to provide a true and fair view in accordance with UK Generally Accepted Accounting Practice.

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

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 financial statements to be reached.

Mrs L Lulek FCA Darnells Chartered Accountants 30 Fore Street Totnes TQ9 5RP

13/04/2026 Date: ............................

SATISH KUMAR FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE PERIOD ENDED 31 AUGUST 2025

Unrestricted
Restricted
funds
funds
2025
2025
Notes
£
£
Income from:
Donations and legacies
2
236,491
379,440
Charitable activities
3
99,071
-
Investments
4
2,166
-
Total income
337,728
379,440
Expenditure on:
Raising funds
5
-
14,000
Charitable activities
6
113,932
143,192
Total expenditure
113,932
157,192
Net income and movement in funds
223,796
222,248
Reconciliation of funds:
Fund balances at 29 August 2024
-
-
Fund balances at 31 August 2025
223,796
222,248
Total
2025
£
615,931
99,071
2,166
717,168
14,000
257,124
271,124
446,044
-
446,044

The statement of financial activities includes all gains and losses recognised in the period. All income and expenditure derive from continuing activities.

SATISH KUMAR FOUNDATION

BALANCE SHEET

AS AT 31 AUGUST 2025

Notes
Fixed assets
Intangible assets
11
Tangible assets
12
Current assets
Debtors
13
Cash at bank and in hand
Creditors: amounts falling due within one year
14
Net current assets
Total assets less current liabilities
The funds of the Charity
Restricted income funds
15
Unrestricted funds
16
2025
£
600
429,977
430,577
(4,200)
£
4,425
15,242
19,667
426,377
446,044
222,248
223,796
446,044

02/04/2026 The financial statements were approved by the Trustees on .........................

.............................. Dr M Nasseri Trustee

SATISH KUMAR FOUNDATION

STATEMENT OF CASH FLOWS

FOR THE PERIOD ENDED 31 AUGUST 2025

Notes
Cash flows from operating activities
Cash generated from operations
19
Investing activities
Purchase of intangible assets
Purchase of tangible fixed assets
Investment income received
Net cash used in investing activities
Net cash generated from financing activities
Net increase in cash and cash equivalents
Cash and cash equivalents at beginning of period
Cash and cash equivalents at end of period
2025
£
(4,500)
(15,500)
2,166
£
447,811
(17,834)
-
429,977
-
429,977

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 AUGUST 2025

1 Accounting policies

Charity information

Satish Kumar Foundation is a charitable incorporated organisation (CIO) registered in England & Wales. The registered office is 15 Mount View Terrace, Totnes, TQ9 5EB.

1.1 Reporting period

The financial statements are presented for the period from incorporation on 29 August 2024 to 31 August 2025.

1.2 Basis of preparation

The financial statements have been prepared in accordance with the Charity's governing document, the Charities Act 2011, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "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)" (effective 1 January 2019). The Charity is a Public Benefit Entity as defined by FRS 102.

The financial statements 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 the Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling, which is the functional currency of the Charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.3 Going concern

At the time of approving the financial statements, the Trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.4 Charitable funds

Unrestricted funds are available for use at the discretion of the Trustees in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors or grantors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

Endowment funds are subject to specific conditions by donors that the capital must be maintained by the Charity.

1.5 Income

Income is recognised when the Charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Grants are recognised when the terms and conditions attached to the grants have been met or are within the Charity's control to meet.

Donated goods, facilities and services are recognised at their fair value when received, provided that they can be reliably measured.

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

1 Accounting policies

(Continued)

Cash donations are recognised on receipt.

1.6 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement, and the amount of the obligation can be measured reliably. All expenditure is accounted for on the accruals basis and includes irrecoverable VAT.

Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Management costs are allocated on the basis of time spent, and depreciation charges are allocated on the portion of the asset’s use.

Expenditure attributable to meeting the aims and objectives, including the support costs, are included in charitable activities.

Governance costs comprise all costs involving the public accountability of the Charity and its compliance with regulation and good practice. These costs include the costs related to the independent examination and legal fees.

1.7 Intangible fixed assets other than goodwill

Intangible assets acquired separately from a business are recognised at cost and are subsequently measured at cost less accumulated amortisation and accumulated impairment losses.

Intangible assets acquired on business combinations are recognised separately from goodwill at the acquisition date where it is probable that the expected future economic benefits that are attributable to the asset will flow to the entity and the fair value of the asset can be measured reliably; the intangible asset arises from contractual or other legal rights; and the intangible asset is separable from the entity.

Amortisation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Intellectual property rights over 5 years on a straight line basis Database over 5 years on a straight line basis

1.8 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Fixtures and fittings over 5 years on a straight line basis

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

1 Accounting policies

(Continued)

1.9 Impairment of fixed assets

At each reporting end date, the Charity reviews the carrying amounts of its tangible and intangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any).

1.10 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.11 Financial instruments

The Charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the Charity's balance sheet when the Charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the Charity’s contractual obligations expire or are discharged or cancelled.

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

2 Income from donations and legacies

Unrestricted
Restricted
funds
funds
2025
2025
£
£
Donations and gifts
236,491
85,167
Grants
-
294,273
236,491
379,440
Donations and gifts
Anonymous donor
123,861
42,232
S Baylis
50,000
-
Bamford Charitable Foundation
30,000
-
Liang Ying
4,888
-
Trustees of Alan & Jane Parker
-
10,000
Carole Bamford
-
30,000
Other
27,742
2,935
236,491
85,167
Grants
Fondation Salvia
-
228,326
The Tedworth Charitable Trust
-
30,000
The Frederick Mulder Foundation
-
10,000
The Amy B Brown Revocable Trust
-
21,800
Aprendiendo a Ser
-
4,147
-
294,273
Total
2025
£
321,658
294,273
615,931
166,093
50,000
30,000
4,888
10,000
30,000
30,677
321,658
228,326
30,000
10,000
21,800
4,147
294,273

3 Income from charitable activities

Unrestricted
funds
2025
£
Promote and advance education in ecology
Course fees 99,071

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE PERIOD ENDED 31 AUGUST 2025

4 Income from investments

Unrestricted
funds
2025
£
Interest receivable 2,166

5 Expenditure on raising funds

Restricted
funds
2025
£
Fundraising and publicity
Seeking donations, grants and legacies 14,000

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

6 Expenditure on charitable activities

Promote
and advance
education in
ecology
2025
£
Direct costs
Depreciation and impairment 333
Teaching costs 83,813
Venue hire 83,989
Catering costs 8,045
Travel and accomodation costs 5,564
Consultancy 9,000
Management fees 16,000
Advertising and promotion 21,372
Office and administrative expenses 11,480
Insurance 421
Storage 2,701
Computer costs 467
Subscriptions 5,272
248,457
Share of support and governance costs (see note 7)
Support 4,137
Governance 4,530
257,124
Analysis by fund
Unrestricted funds 113,932
Restricted funds 143,192
257,124

7 Support costs allocated to activities

Bank charges
Sundry costs
Governance costs
Analysed between:
Promote and advance education in ecology
2025
£
3,730
407
4,530
8,667
8,667

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

7 Support costs allocated to activities (Continued)
2025
Governance costs comprise: £
Independent examiner's fees - external scrutiny 2,000
Independent examiner's fees - other services 1,800
Legal and professional 730
4,530

8 Trustees

Dr Mona Nasseri, Trustee, received fees for managing the Charity of £16,000 in the period. Payment is in accordance with The Charity Commission rules.

None of the other Trustees (or any persons connected with them) received any remuneration or benefits from the Charity during the period.

9 Employees

The Charity had no employees in the period.

10 Taxation

The Charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

11 Intangible fixed assets

Intellectual
property rights
Database
£
£
Cost
At 29 August 2024
-
-
Additions - separately acquired
2,000
2,500
At 31 August 2025
2,000
2,500
Amortisation and impairment
At 29 August 2024
-
-
Amortisation charged for the period
33
42
At 31 August 2025
33
42
Carrying amount
At 31 August 2025
1,967
2,458
Total
£
-
4,500
4,500
-
75
75
4,425

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

12 Tangible fixed assets
Fixtures and
fittings
£
Cost
Additions 15,500
At 31 August 2025 15,500
Depreciation and impairment
Depreciation charged in the period 258
At 31 August 2025 258
Carrying amount
At 31 August 2025 15,242
13 Debtors
2025
Amounts falling due within one year: £
Prepayments and accrued income 600
14 Creditors: amounts falling due within one year
2025
£
Trade creditors 400
Accruals and deferred income 3,800
4,200

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

15 Restricted funds

The restricted funds of the Charity comprise the unexpended balances of donations and grants held on trust subject to specific conditions by donors as to how they may be used.

At 29 August Incoming Resources At 31 August
2024 resources expended 2025
£ £ £ £
Schumacher Wild Project - 200,000 (118,666) 81,334
Collective accreditation event - 6,326 (6,326) -
Collective accreditation project - 22,000 (2,200) 19,800
Fundraising - 40,000 (14,000) 26,000
Bursaries (Foundation course) - 16,000 (16,000) -
Bursaries (Poetics of Imagination course) - 5,800 - 5,800
Trustee travel expenses - 4,147 - 4,147
New premises - 85,167 - 85,167
- 379,440 (157,192) 222,248

The restricted income funds of the Charity arising through its activities are as follows:

Schumacher Wild Project - The project was launched in December 2024 to safeguard and reimagine the mission of Schumacher College following its closure. The initiative was designed not only to preserve the College’s distinctive legacy of holistic education, but also to prepare the foundations for its renewal in a financially resilient and contemporary form.

Collective accreditation event - Funding received for a two-day collective accreditation workshop held in February 2025 in Ditisham, Devon, hosted by the Satish Kumar Foundation and held at Eloma.

The event brought together representatives and academic experts from a number of learning institutions to explore:

Collective accreditation project/ Accreditation Strategist role - As a result of the workshop and subsequent inter-institutional dialogue, a dedicated Accreditation Strategist role was proposed to explore a formal UKbased collective accreditation model. The role focuses on investigating collaborative accreditation pathways between Schumacher College, Black Mountains College, Alef Trust and The Apricot Centre.

This position was intended to assess structural, legal, and academic frameworks for a shared or collective accreditation approach.

Fundraising - The initiative aims to raise approximately £4 million to secure and adapt a permanent home for Schumacher College, safeguarding its legacy of transformative ecological education.

Bursary and scholarship funds - Bursaries are intended to provide financial support to applicants in need who wish to join the Schumacher programmes, enabling them to inspire their wider communities and enrich the learning experience through their unique perspectives and contributions. The Satish Kumar Foundation seeks to encourage a diverse and inclusive cohort of participants.

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 AUGUST 2025

15 Restricted funds

(Continued)

Trustee travel expenses - Funding was secured to cover travel expenses for Trustees of the Satish Kumar Foundation in support of key meetings, strategic planning sessions, and site visits related to the College’s redevelopment.

New premises - In July 2025, Satish Kumar initiated a capital fundraising campaign to secure new premises for the re-establishment of Schumacher College.

The campaign aims to raise approximately £4 million to acquire and adapt a suitable property that will provide a permanent home for the College and support its long-term renewal.

16 Unrestricted funds

The unrestricted funds of the Charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used. These include designated funds which have been set aside out of unrestricted funds by the Trustees for specific purposes.

At 29 August Incoming Resources At 31 August
2024 resources expended 2025
£ £ £ £
General funds - 337,728 (113,932) 223,796
Analysis of net assets between funds
Unrestricted Restricted Total
funds funds
2025 2025 2025
£ £ £
At 31 August 2025:
Intangible fixed assets 4,425 - 4,425
Tangible assets 15,242 - 15,242
Current assets/(liabilities) 204,129 222,248 426,377
223,796 222,248 446,044

17 Analysis of net assets between funds

18 Related party transactions

Dr Mona Nasseri, Trustee, received fees of £16,000 in the period for managing the Charity. This was in accordance with Charity Commission rules. There were no other disclosable related party transactions during the period.

SATISH KUMAR FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE PERIOD ENDED 31 AUGUST 2025

19
Cash generated from operations
Surplus for the period
Adjustments for:
Investment income recognised in statement of financial activities
Depreciation and impairment of tangible fixed assets
Movements in working capital:
(Increase) in debtors
Increase in creditors
Cash generated from operations
20
Analysis of changes in net funds/(debt)
2025
£
446,044
(2,166)
333
(600)
4,200
447,811

The Charity had no material debt during the year.

SATISH KUMAR FOUNDATION MANAGEMENT INFORMATION FOR THE PERIOD ENDED 31 AUGUST 2025

SATISH KUMAR FOUNDATION

DETAILED INCOME AND EXPENDITURE ACCOUNT FOR THE PERIOD ENDED 31 AUGUST 2025

Income from:
Donations and legacies
Donations and gifts
Grants
Charitable activities
Course fees
Investment income
Interest receivable
Total income
Resources expended:
Fundraising expenses
Seeking donations, grants and legacies
Charitable activities
Depreciation and amortisation
Teaching costs
Venue hire
Catering costs
Travel and accomodation
Consultancy
Management fees
Advertising and promotion
Office and administrative expenses
Insurance
Storage
Computer costs
Subscriptons
Share of support costs
Share of governance costs
Net movement in funds
Period
ended
31 August
2025
£
£
321,658
294,273
99,071
2,166
717,168
14,000
(14,000)
333
83,813
83,989
8,045
5,564
9,000
16,000
21,372
11,480
421
2,701
467
5,272
4,137
4,530
(257,124)
446,044

SATISH KUMAR FOUNDATION

SUPPORT AND GOVERNANCE COSTS FOR THE PERIOD ENDED 31 AUGUST 2025

Support costs
Bank charges
Sundry costs
Governance costs
Independent examination fees
Accountancy
Legal and professional
Period
ended
31 August
2025
£
£
3,730
407
4,137
2,000
1,800
730
4,530
8,667
Period
ended
31 August
2025
£
£
3,730
407
4,137
2,000
1,800
730
4,530
8,667
4,137
4,530
8,667