Charity overview

Activities - how the charity spends its money

The Foundation aims to provide bursaries to enable deserving pupils, whose parents could not otherwise afford the fees, to attend Repton School and Foremarke Hall, and to provide capital grants and loans in order to improve the Repton Trust facilities from which the schools operate.

Income and expenditure

Data for financial year ending 31 August 2024

Total income: £488,626

Total expenditure: £904,697

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making

What the charity does:

Education/training

Who the charity helps:

Children/young People

How the charity helps:

Makes Grants To Individuals
Makes Grants To Organisations

Where the charity operates:

Derbyshire

Governance

Registration history:

13 January 1998: Standard registration
13 March 2026: Removed (Amalgamated)
13 March 2026: Funds transferred to 527177 REPTON SCHOOL TRUST

Organisation type:

Other

Other names:

No other names

Gift aid:

Recognised by HMRC for gift aid

Other regulators:

No information available

Policies:

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Land and property:

This charity does not own and/or lease land or property

Financial history

Financial period end date

Income / Expenditure	31/08/2020	31/08/2021	31/08/2022	31/08/2023	31/08/2024
Total gross income	£145.60k	£324.46k	£1.44m	£840.69k	£488.63k
Total expenditure	£241.49k	£231.12k	£454.29k	£298.69k	£904.70k
Income from government contracts	N/A	N/A	N/A	N/A	N/A
Income from government grants	£9.45k	N/A	N/A	N/A	N/A
Income - Donations and legacies	N/A	N/A	£1.28m	£609.13k	N/A
Income - Other trading activities	N/A	N/A	£0	£0	N/A
Income - Charitable activities	N/A	N/A	£0	£0	N/A
Income - Endowments	N/A	N/A	£0	£0	N/A
Income - Investment	N/A	N/A	£157.58k	£231.56k	N/A
Income - Other	N/A	N/A	£0	£0	N/A
Income - Legacies	N/A	N/A	£1.26m	£184.18k	N/A
Expenditure - Charitable activities	N/A	N/A	£424.57k	£266.51k	N/A
Expenditure - Raising funds	N/A	N/A	£29.71k	£32.18k	N/A
Expenditure - Governance	N/A	N/A	£3.15k	£5.16k	N/A
Expenditure - Grants institution	N/A	N/A	£304.32k	£187.30k	N/A
Expenditure - Investment management	N/A	N/A	£0	£32.18k	N/A
Expenditure - Other	N/A	N/A	£0	£0	N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.

Title	Reporting year	Date received	Received
Annual return	31 August 2024	20 June 2025	On time
Accounts and TAR	31 August 2024	20 June 2025	On time
Annual return	31 August 2023	25 June 2024	On time
Accounts and TAR	31 August 2023	25 June 2024	On time
Annual return	31 August 2022	08 June 2023	On time
Accounts and TAR	31 August 2022 (These accounts have been qualified)	08 June 2023	On time
Annual return	31 August 2021	01 July 2022	1 days late
Accounts and TAR	31 August 2021	01 July 2022	1 days late
Annual return	31 August 2020	17 May 2021	On time
Accounts and TAR	31 August 2020	17 May 2021	On time

Submit annual return

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 05 DEC 1997 AS AMENDED ON 04 JUL 2003 AS AMENDED ON 18 DEC 2017

Charitable objects

THE ADVANCEMENT OF EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF YOUNG PERSONS WHO ARE PUPILS AND STUDENTS AT ANY EDUCATIONAL ESTABLISHMENT OR INSTITUTION AND THE TRUSTEES SHALL APPLY THE INCOME AND (IF THE TRUSTEES SHALL AGREE UNANIMOUSLY) THE CAPITAL IN PURSUANCE OF THE CHARITABLE PURPOSES)

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

THE REPTON FOUNDATION