Overview
Wakefield Grammar School Foundation's network
12 people6 organisationsi11 listed on the board plus 1 company secretary. 6 organisations share a board member with this charity.The large node is Wakefield Grammar School Foundation. The map shows two steps out from the public record. Hover a node to focus its connections; click one to open it.The board
11 listed + 1 company secretaryiCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since | On the board |
|---|---|---|---|
| Martin Shevill | Chair | 2021 | 5 yrs |
| Amarah Surraya Ali | Trustee | 2025 | 1 yr |
| Caroline Harrison | Trustee | 2018 | 8 yrs |
| Frances Galbraith | Trustee | 2020 | 6 yrs |
| Ian Alistair McKinlay | Trustee | 2018 | 8 yrs |
| Jonathan David Jeffries | Trustee | 2017 | 9 yrs |
| Jonathan Richard Lewis | Trustee | 2021 | 5 yrs |
| Kathryn Morgan | Trustee | 2021 | 5 yrs |
| Jennifer Cocker | Company secretary (charitable company) | 2022 | 4 yrs |
Subsidiaries
1 companyiEach company here has this charity named as an owner on the Companies House register of people with significant control (PSC).A charity is matched to a PSC entry by registration number, or by exact name and postcode. An entry that matches only by name (postcode differs) is marked likely. Names shared by several charities are never linked. Current directors are from Companies House.W.I.S. (Education) Ltd 02737083 Subsidiary Active iOfficial. The PSC entry gives Companies House number 04258359, this charity's own company number, and its name matches the charity's name exactly.
Source: Companies House register of people with significant control.The PSC entry names Wakefield Grammar School Foundation as a corporate owner of this company, notified 6 April 2016. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Source: Companies House register of people with significant control.The PSC entry names Wakefield Grammar School Foundation as a corporate owner of this company, notified 6 April 2016. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 75-100% of shares and votes, appoints directors (notified 6 April 2016)
Current directors
- Loading directors...
Source: Companies House register of people with significant control. Control levels are as filed by the company.
Board
The board
11 listed + 1 company secretaryiCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since | On the board |
|---|---|---|---|
| Martin Shevill | Chair | 2021 | 5 yrs |
| Amarah Surraya Ali | Trustee | 2025 | 1 yr |
| Caroline Harrison | Trustee | 2018 | 8 yrs |
| Frances Galbraith | Trustee | 2020 | 6 yrs |
| Ian Alistair McKinlay | Trustee | 2018 | 8 yrs |
| Jonathan David Jeffries | Trustee | 2017 | 9 yrs |
| Jonathan Richard Lewis | Trustee | 2021 | 5 yrs |
| Kathryn Morgan | Trustee | 2021 | 5 yrs |
| Penelope Jane Plumpton | Trustee | 2015 | 11 yrs |
| Rev Kathryn Jane Alexandra Goldsmith | Trustee | 2025 | 1 yr |
| Samuel Butterworth | Trustee | 2019 | 7 yrs |
| Jennifer Cocker | Company secretary (charitable company) | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Former company secretaries of the charitable company: Laurence Perry (2007-2022), Richard Colwyn Hemsley (2001-2007). Full officer list
Subsidiaries
1 companyiEach company here has this charity named as an owner on the Companies House register of people with significant control (PSC).A charity is matched to a PSC entry by registration number, or by exact name and postcode. An entry that matches only by name (postcode differs) is marked likely. Names shared by several charities are never linked. Current directors are from Companies House.W.I.S. (Education) Ltd 02737083 Subsidiary Active iOfficial. The PSC entry gives Companies House number 04258359, this charity's own company number, and its name matches the charity's name exactly.
Source: Companies House register of people with significant control.The PSC entry names Wakefield Grammar School Foundation as a corporate owner of this company, notified 6 April 2016. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Source: Companies House register of people with significant control.The PSC entry names Wakefield Grammar School Foundation as a corporate owner of this company, notified 6 April 2016. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 75-100% of shares and votes, appoints directors (notified 6 April 2016)
Current directors
- Loading directors...
Source: Companies House register of people with significant control. Control levels are as filed by the company.
Board DNA
iCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.Average tenure
6y
median 6y
Longest tenure
11y
since 2015
Years in governance
10.6y
per person, across all their boards
Also company directors
11
also sit on company boards
Joined in the last 3 years
2
of 11 on the board
11 trustees on the board
- Martin Shevill Chair since 2021
- Amarah Surraya Ali since 2025
- Caroline Harrison since 2018
- Frances Galbraith since 2020
- Ian Alistair McKinlay since 2018
- Jonathan David Jeffries since 2017
- Jonathan Richard Lewis since 2021
- Kathryn Morgan since 2021
- Penelope Jane Plumpton since 2015
- Rev Kathryn Jane Alexandra Goldsmith since 2025
- Samuel Butterworth since 2019
Trustees past 6 years
- Caroline Harrison since 2018
- Frances Galbraith since 2020
- Ian Alistair McKinlay since 2018
- Jonathan David Jeffries since 2017
- Penelope Jane Plumpton since 2015
- Samuel Butterworth since 2019
First-time vs portfolio trustees
First-time (2)
- Martin Shevill Chair since 2021
- Kathryn Morgan since 2021
Portfolio (9)
- Amarah Surraya Ali since 2025
- Caroline Harrison since 2018
- Frances Galbraith since 2020
- Ian Alistair McKinlay since 2018
- Jonathan David Jeffries since 2017
- Jonathan Richard Lewis since 2021
- Penelope Jane Plumpton since 2015
- Rev Kathryn Jane Alexandra Goldsmith since 2025
- Samuel Butterworth since 2019
Sector coverageiThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
Education/training 11Religious Activities 1
Commercial experienceiThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.
Education 17Professional services 5Business services 3
Gaps to watch
- Several long-serving trustees could step down together
- Narrow spread of causes across the board
Succession forecast
🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →
Network
Network
iThe large node is Wakefield Grammar School Foundation. Red nodes are organisations, white nodes are people. Dashed links are historical or inferred. Dashed blue-grey links are company secretaries. Click any node to explore.Most connected
Working out who is most connected...
Finances
5 financial years held, 2021 to 2025.
Income and expenditure
5 yearsiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 202131 July | 202231 July | 202331 August | 202431 August | 202531 August |
|---|---|---|---|---|---|
| Totals | |||||
| Total income | £20.52m | £22.60m | £24.13m | £24.59m | £23.67m |
| Total expenditure | £20.63m | £22.03m | £25.27m | £25.40m | £26.89m |
| Government income | |||||
| Government contracts | Not reported | Not reported | Not reported | Not reported | Not reported |
| Government grants | £304.88k | Not reported | Not reported | Not reported | Not reported |
| Income by source | |||||
| Donations and legacies | £502.12k | £1.44m | £310.57k | £105.69k | £102.34k |
| Legaciespart of donations and legacies | £17.00k | £125.00k | £0 | £0 | £0 |
| Charitable activities | £19.82m | £20.80m | £23.26m | £23.40m | £22.43m |
| Other trading activities | £152.80k | £283.96k | £531.84k | £750.11k | £477.28k |
| Investments | £47.50k | £75.15k | £232.75k | £339.10k | £397.17k |
| Endowments | £0 | £950.00k | £204.44k | £17.48k | £0 |
| Other income | £0 | £0 | £0 | £0 | £258.95k |
| Expenditure by type | |||||
| Charitable activities | £20.60m | £21.95m | £25.24m | £25.36m | £26.87m |
| Raising funds | £28.51k | £74.46k | £30.74k | £41.42k | £17.84k |
| Grants to institutionspart of charitable activities | £0 | £0 | £0 | £0 | £0 |
| Governance | £27.14k | £23.59k | £0 | £36.92k | £17.14k |
| Investment management | £0 | £48.28k | £0 | £0 | £0 |
| Other expenditure | £0 | £0 | £0 | £0 | £0 |
Definitions
- Total income
- Everything the charity received in the year, from all sources, as shown on its annual return.
- Total expenditure
- Everything the charity spent in the year.
- Government contracts
- Income from contracts with central or local government or other public bodies, as the charity declared it. Not reported means the register shows no amount (N/A), which can mean none or that the question was not answered.
- Government grants
- Grants received from central or local government or other public bodies, as declared.
- Donations and legacies
- Gifts and donations, including Gift Aid, and money left to the charity in wills.
- Legacies
- Money left to the charity in wills. Legacies are part of donations and legacies, not extra to them.
- Charitable activities (income)
- Income earned by doing the charity's work, such as fees and contracts for services.
- Other trading activities
- Fundraising trading, such as charity shops, events and sponsorship.
- Investments
- Dividends, interest and rent from the charity's investments.
- Endowments
- New endowment funds received in the year.
- Charitable activities (expenditure)
- Spending on the charity's purposes, including any grants it makes.
- Raising funds
- The cost of fundraising and trading.
- Grants to institutions
- Grants paid to other organisations. Part of spending on charitable activities.
- Governance
- The cost of running the charity as an organisation, such as the audit and trustee meetings.
- Investment management
- The cost of managing the charity's investments.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Assets and liabilities
5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 202131 July | 202231 July | 202331 August | 202431 August | 202531 August |
|---|---|---|---|---|---|
| Own use assets | £18.59m | £18.94m | £19.10m | £18.92m | £17.71m |
| Long-term investments | £4.30m | £8.06m | £8.03m | £9.00m | £8.22m |
| Other assets | £9.46m | £6.02m | £6.37m | £8.54m | £6.62m |
| Defined benefit pension schemea minus figure is a deficit | £0 | -£11.97k | £0 | £0 | £0 |
| Total liabilities | £5.78m | £6.13m | £7.69m | £10.62m | £9.65m |
| Net assetsassets minus liabilities | £26.58m | £26.88m | £25.82m | £25.84m | £22.90m |
Definitions
- Own use assets
- Land, buildings, equipment and other fixed assets the charity uses for its work.
- Long-term investments
- Investments held for the long term, such as shares, bonds or property let to others.
- Other assets
- Current assets: cash, money owed to the charity and short-term investments.
- Defined benefit pension scheme
- The surplus (above zero) or deficit (below zero) on a final-salary type pension scheme.
- Total liabilities
- What the charity owes: creditors due within a year and after a year, and provisions. Drawn below zero in the chart and shown as a positive figure in the table, as the register does.
- Net assets
- Assets minus liabilities, including any pension surplus or deficit. Equal to total funds.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Funds and reserves
5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 202131 July | 202231 July | 202331 August | 202431 August | 202531 August |
|---|---|---|---|---|---|
| Unrestricted funds | £25.44m | £24.61m | £23.29m | £23.11m | £20.08m |
| Restricted funds | £1.13m | £1.32m | £1.37m | £1.46m | £1.50m |
| Endowment funds | £0 | £950.00k | £1.16m | £1.27m | £1.32m |
| Total funds | £26.58m | £26.88m | £25.82m | £25.84m | £22.90m |
| Reservesas declared by the charity | £890.24k | £0 | £0 | £0 | £0 |
| Assets besides buildingsinvestments, cash and money owed to it, before debts | £13.76m | £14.07m | £14.41m | £17.54m | £14.84m |
Definitions
- Unrestricted funds
- Money the trustees can spend on any of the charity's purposes, including funds they have set aside (designated) themselves.
- Restricted funds
- Money that must be spent on particular purposes set by the donor or the terms of an appeal.
- Endowment funds
- Capital the charity must keep, either permanently or until the terms allow it to be spent.
- Total funds
- All funds together. Equal to net assets.
- Reserves
- The charity's own figure for unrestricted funds that are freely available, after setting aside fixed assets and designated funds. Charities explain their reserves policy in their annual report.
- Assets besides buildings
- Long-term investments plus other assets (cash, money owed to the charity and short-term investments), before its debts are paid. If declared reserves are larger than this, they must include buildings.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Accounts and annual returns
Register page (opens in a new tab)iPlain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Reporting up to date
Every annual return and set of accounts arrived on time for 5 years.
| Year ending | Due by | Annual return | Accounts | Status | Documents |
|---|---|---|---|---|---|
| 31 August 2025 | 30 June 2026 | 11 June 2026 | 11 June 2026 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 August 2024 | 30 June 2025 | 10 June 2025 | 10 June 2025 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 August 2023 | 30 June 2024 | 19 May 2024 | 19 May 2024 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 July 2022 | 31 May 2023 | 24 April 2023 | 24 April 2023 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 July 2021 | 31 May 2022 | 25 April 2022 | 25 April 2022 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
Accounts filed at Companies House
Company 04258359 has made 25 accounts filings (1 amended filing included) since 2003. Each links to the copy at Companies House where it has been published online.
| Made up to | Filed on | Type | Document |
|---|---|---|---|
| 31 August 2025 | 2 June 2026 | Group accounts | View PDF (opens in a new tab)54 pages |
| 31 August 2024 | 5 June 2025 | Group accounts | View PDF (opens in a new tab)56 pages |
| 31 August 2023 | 24 May 2024 | Group accounts | View PDF (opens in a new tab)54 pages |
| 31 July 2022 | 3 May 2023 | Group accounts | View PDF (opens in a new tab)58 pages |
| 31 July 2021 | 19 April 2022 | Group accounts | View PDF (opens in a new tab)52 pages |
| 31 July 2020 | 21 August 2021 | Amended: group accounts | View PDF (opens in a new tab)50 pages |
| 31 July 2020 | 9 April 2021 | Total exemption full accounts | View PDF (opens in a new tab)17 pages |
| 31 July 2019 | 20 April 2020 | Group accounts | View PDF (opens in a new tab)46 pages |
| 31 July 2018 | 26 April 2019 | Group accounts | View PDF (opens in a new tab)45 pages |
| 31 July 2017 | 10 January 2018 | Group accounts | View PDF (opens in a new tab)44 pages |
| 31 July 2016 | 12 January 2017 | Group accounts | View PDF (opens in a new tab)43 pages |
| 31 July 2015 | 13 February 2016 | Group accounts | View PDF (opens in a new tab)40 pages |
| 31 July 2014 | 23 April 2015 | Group accounts | View PDF (opens in a new tab)40 pages |
| 31 July 2013 | 6 December 2013 | Group accounts | View PDF (opens in a new tab)38 pages |
| 31 July 2012 | 12 November 2012 | Group accounts | View PDF (opens in a new tab)38 pages |
| 31 July 2011 | 16 November 2011 | Group accounts | View PDF (opens in a new tab)33 pages |
| 31 July 2010 | 2 November 2010 | Group accounts | View PDF (opens in a new tab)34 pages |
| 31 July 2009 | 11 December 2009 | Group accounts | View PDF (opens in a new tab)38 pages |
| 31 July 2008 | 20 November 2008 | Group accounts | View PDF (opens in a new tab)31 pages |
| 31 July 2007 | 26 November 2007 | Group accounts | View PDF (opens in a new tab)32 pages |
| 31 July 2006 | 24 March 2007 | Group accounts | View PDF (opens in a new tab)32 pages |
| 31 July 2005 | 4 January 2006 | Group accounts | View PDF (opens in a new tab)26 pages |
| 31 July 2004 | 30 November 2004 | Group accounts | View PDF (opens in a new tab)26 pages |
| 31 July 2003 | 19 December 2003 | Group accounts | View PDF (opens in a new tab)24 pages |
| 31 July 2002 | 20 February 2003 | Group accounts | View PDF (opens in a new tab)28 pages |
Definitions
- Annual return
- The yearly return a charity sends to the Charity Commission. It is due 10 months after the end of the financial year. Charities with income over £10,000, and every CIO, must send one.
- Accounts
- The accounts and trustees' annual report. Required from charities with income over £25,000 and from every CIO; otherwise shown as Not required.
- On time
- Received on or before the due date.
- Late
- Received after the due date. The number of days is counted from the due date.
- Overdue
- Not received, and the due date has passed. Counted to today, or to the date a removed charity left the register.
- Qualified accounts
- The auditor or examiner raised a reservation about the accounts.
Source: Charity Commission for England and Wales, register of charities (annual return history), Open Government Licence v3.0. The register keeps the latest five years; earlier years come from older copies we hold. Accounts documents link to the Charity Commission register and to Companies House (filing history, Open Government Licence v3.0). Days late and overdue are worked out from the dates, as of 30 October 2026.
Grants
Funding received
1 grantiFrom grants published by funders to 360Giving. Not every funder publishes, so this is not a complete record of a charity's income.Total from published grants
£8k
£8,300
Grants
1
published to 360Giving
Funders
1
distinct funders
Latest grant
Jun 2015
17 June 2015
Grants awarded 17 June 2015.
By year
iBy year the grant was awarded, in pounds.£8k2015
Funders
1 funder| Funder | Grants | Total | Years |
|---|---|---|---|
| The National Lottery Heritage Fund | 1 | £8,300 | 2015 |
Grants
newest first| Date | Funder | Title | Amount |
|---|---|---|---|
| 17 June 2015 | The National Lottery Heritage Fund | "Wakefield Grammar School and the Great War" | £8,300 |
Who published this data
Grant records are published by the funders named below to 360Giving, each under the open licence shown. Contains public sector information licensed under the Open Government Licence v3.0 where that licence is shown. Governance Register has reformatted the data, removed duplicate rows and matched recipients and funders to register records; it has not changed the amounts or dates published.
About
Purposes and governing document
Register page (opens in a new tab)Charitable objectsiAs filed with the Charity Commission. Clause breaks added for reading; the wording and capitals are unchanged.
TO
What it does
Who it helps
How it helps
- Where it operates
- Local authority: City of Wakefield
- Area of benefit
- GREAT
BRITAIN as filed - Governing document
- MEMORANDUM
AND ARTICLES INCORPORATED 24/07/2001AS AMENDED BY WRITTEN RESOLUTION DATED 05/02/2007AS AMENDED BY SPECIAL RESOLUTION DATED 24/02/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07 JUN 2017 as amended on 04 Nov 2020 as filed - Register history
- 13 September 2001Registered
Policies the charity says it has
Governing documents at Companies House
- 8 July 2025Memorandum and articles
- 4 July 2025Resolution
- 13 November 2020Memorandum and articles
- 13 November 2020Resolution
- 11 July 2017Memorandum and articles
- 11 July 2017Resolution
Read them in the filing history at Companies House (opens in a new tab)
Source: Charity Commission for England and Wales, register of charities (governing document, classification, area of operation, register history and policies), and Companies House filing history, Open Government Licence v3.0.
About
- Website
- www.wgsf.org.uk (opens in a new tab)
- Linked company
- Wakefield Grammar School Foundation
- Registered
- 2001