Overview
Wellington School 1837'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 Wellington School 1837. 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 |
|---|---|---|---|
| Anna Maria Kirkman Govey | Trustee | 2015 | 11 yrs |
| Christopher Reah | Trustee | 2023 | 3 yrs |
| Daniel James | Trustee | 2020 | 6 yrs |
| Graham William Mitchell | Trustee | 2024 | 2 yrs |
| Helena Grant | Trustee | 2023 | 3 yrs |
| Keith Arthur Frank Wheatley | Trustee | 2023 | 3 yrs |
| Martin Rowe | Trustee | 2020 | 6 yrs |
| Robert Palfrey | Trustee | 2016 | 10 yrs |
| Fiona Amanda Victoria Taylor | Company secretary (charitable company) | 2020 | 6 yrs |
Subsidiaries
2 companiesiEach 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.Wellington School (Somerset) Trading Company Ltd 03049392 Subsidiary Active iOfficial. The PSC entry gives Companies House number 09316033, 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 Wellington School 1837 as a corporate owner of this company, notified 22 August 2023. 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 Wellington School 1837 as a corporate owner of this company, notified 22 August 2023. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 25-50% of shares and votes, appoints directors (notified 22 August 2023)
Current directors
- Loading directors...
Wellington School International Ltd 14336110 Subsidiary Active iOfficial. The PSC entry gives Companies House number 09316033, 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 Wellington School 1837 as a corporate owner of this company, notified 5 September 2022. 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 Wellington School 1837 as a corporate owner of this company, notified 5 September 2022. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 75-100% of shares and votes, appoints directors (notified 5 September 2022)
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 |
|---|---|---|---|
| Anna Maria Kirkman Govey | Trustee | 2015 | 11 yrs |
| Christopher Reah | Trustee | 2023 | 3 yrs |
| Daniel James | Trustee | 2020 | 6 yrs |
| Graham William Mitchell | Trustee | 2024 | 2 yrs |
| Helena Grant | Trustee | 2023 | 3 yrs |
| Keith Arthur Frank Wheatley | Trustee | 2023 | 3 yrs |
| Martin Rowe | Trustee | 2020 | 6 yrs |
| Robert Palfrey | Trustee | 2016 | 10 yrs |
| Russell George Harding | Trustee | 2021 | 5 yrs |
| Sarah Elizabeth Merry | Trustee | 2018 | 8 yrs |
| Sheena Page | Trustee | 2018 | 8 yrs |
| Fiona Amanda Victoria Taylor | Company secretary (charitable company) | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Former company secretaries of the charitable company: Timothy David Williams (2014-2020). Full officer list
Subsidiaries
2 companiesiEach 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.Wellington School (Somerset) Trading Company Ltd 03049392 Subsidiary Active iOfficial. The PSC entry gives Companies House number 09316033, 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 Wellington School 1837 as a corporate owner of this company, notified 22 August 2023. 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 Wellington School 1837 as a corporate owner of this company, notified 22 August 2023. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 25-50% of shares and votes, appoints directors (notified 22 August 2023)
Current directors
- Loading directors...
Wellington School International Ltd 14336110 Subsidiary Active iOfficial. The PSC entry gives Companies House number 09316033, 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 Wellington School 1837 as a corporate owner of this company, notified 5 September 2022. 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 Wellington School 1837 as a corporate owner of this company, notified 5 September 2022. Matching is exact on names, numbers and postcodes; nothing is matched loosely.
Control: 75-100% of shares and votes, appoints directors (notified 5 September 2022)
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
5.9y
median 6y
Longest tenure
11y
since 2015
Years in governance
10.3y
per person, across all their boards
Also company directors
11
also sit on company boards
Joined in the last 3 years
4
of 11 on the board
11 trustees on the board
- Anna Maria Kirkman Govey since 2015
- Christopher Reah since 2023
- Daniel James since 2020
- Graham William Mitchell since 2024
- Helena Grant since 2023
- Keith Arthur Frank Wheatley since 2023
- Martin Rowe since 2020
- Robert Palfrey since 2016
- Russell George Harding since 2021
- Sarah Elizabeth Merry since 2018
- Sheena Page since 2018
Trustees past 6 years
- Anna Maria Kirkman Govey since 2015
- Robert Palfrey since 2016
- Sarah Elizabeth Merry since 2018
- Sheena Page since 2018
First-time vs portfolio trustees
First-time (10)
- Anna Maria Kirkman Govey since 2015
- Christopher Reah since 2023
- Daniel James since 2020
- Graham William Mitchell since 2024
- Helena Grant since 2023
- Keith Arthur Frank Wheatley since 2023
- Martin Rowe since 2020
- Robert Palfrey since 2016
- Sarah Elizabeth Merry since 2018
- Sheena Page since 2018
Portfolio (1)
- Russell George Harding since 2021
Sector coverageiThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
Amateur Sport 11Arts/culture/heritage/science 11Education/training 11
Commercial experienceiThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.
Education 15Professional services 3Manufacturing 2
Gaps to watch
- Several long-serving trustees could step down together
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 Wellington School 1837. 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, years ending 31 August.
Income and expenditure
5 years · years end 31 AugustiHover 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 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Totals | |||||
| Total income | £13.34m | £15.66m | £17.32m | £19.35m | £18.29m |
| Total expenditure | £12.96m | £15.40m | £17.07m | £18.39m | £18.53m |
| Government income | |||||
| Government contracts | Not reported | Not reported | Not reported | Not reported | Not reported |
| Government grants | Not reported | Not reported | Not reported | Not reported | Not reported |
| Income by source | |||||
| Donations and legacies | £63.64k | £41.19k | £138.15k | £37.45k | £148.08k |
| Legaciespart of donations and legacies | £0 | £0 | £0 | £0 | £0 |
| Charitable activities | £13.06m | £15.35m | £17.02m | £18.92m | £17.64m |
| Other trading activities | £75.65k | £256.85k | £112.84k | £333.71k | £294.29k |
| Investments | £624 | £745 | £24.23k | £50.52k | £131.33k |
| Endowments | £0 | £0 | £0 | £0 | £0 |
| Other income | £147.07k | £10.42k | £26.43k | £15.65k | £82.44k |
| Expenditure by type | |||||
| Charitable activities | £12.48m | £14.69m | £16.46m | £18.16m | £18.06m |
| Raising funds | £476.04k | £696.59k | £610.45k | £231.96k | £471.64k |
| Grants to institutionspart of charitable activities | £0 | £0 | £0 | £0 | £0 |
| Governance | £35.29k | £34.72k | £40.43k | £40.62k | £43.13k |
| Investment management | £0 | £84 | £0 | £424 | £790 |
| Other expenditure | £0 | £18.02k | £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 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Own use assets | £24.97m | £27.34m | £27.35m | £26.87m | £26.73m |
| Long-term investments | £0 | £67.94k | £116.18k | £237.66k | £418.77k |
| Other assets | £1.24m | £2.45m | £3.38m | £8.67m | £10.44m |
| Defined benefit pension schemea minus figure is a deficit | £0 | £0 | £0 | £0 | £0 |
| Total liabilities | £7.75m | £8.06m | £8.81m | £12.75m | £14.22m |
| Net assetsassets minus liabilities | £18.45m | £21.79m | £22.04m | £23.03m | £23.37m |
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 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Unrestricted funds | £18.42m | £19.15m | £19.29m | £20.23m | £20.46m |
| Restricted funds | £39.25k | £2.64m | £2.75m | £2.80m | £2.91m |
| Endowment funds | £0 | £0 | £0 | £0 | £0 |
| Total funds | £18.45m | £21.79m | £22.04m | £23.03m | £23.37m |
| Reservesas declared by the charity | £2.60m | £2.87m | £3.67m | £19.91m | £4.87m |
| Assets besides buildingsinvestments, cash and money owed to it, before debts | £1.24m | £2.51m | £3.50m | £8.91m | £10.86m |
The declared reserves for 2021, 2022, 2023 and 2024 are larger than everything the charity owns apart from its buildings, so they include its buildings and are not spare money. Assets besides buildings, and what the charity owes, give a truer picture.
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 | 12 June 2026 | 12 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 | 27 June 2025 | 27 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 | 16 May 2024 | 16 May 2024 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 August 2022 | 30 June 2023 | 26 April 2023 | 26 April 2023 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 August 2021 | 30 June 2022 | 7 January 2022 | 7 January 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 09316033 has made 11 accounts filings since 2016. Each links to the copy at Companies House where it has been published online.
| Made up to | Filed on | Type | Document |
|---|---|---|---|
| 31 August 2025 | 3 January 2026 | Group accounts | View PDF (opens in a new tab)63 pages |
| 31 August 2024 | 4 January 2025 | Group accounts | View PDF (opens in a new tab)61 pages |
| 31 August 2023 | 9 January 2024 | Group accounts | View PDF (opens in a new tab)60 pages |
| 31 August 2022 | 7 January 2023 | Group accounts | View PDF (opens in a new tab)55 pages |
| 31 August 2021 | 24 December 2021 | Group accounts | View PDF (opens in a new tab)55 pages |
| 31 August 2020 | 2 April 2021 | Group accounts | View PDF (opens in a new tab)53 pages |
| 31 August 2019 | 3 September 2020 | Group accounts | View PDF (opens in a new tab)52 pages |
| 31 August 2018 | 3 June 2019 | Group accounts | View PDF (opens in a new tab)48 pages |
| 31 August 2017 | 8 May 2018 | Group accounts | View PDF (opens in a new tab)50 pages |
| 31 August 2016 | 20 December 2016 | Group accounts | View PDF (opens in a new tab)42 pages |
| 31 August 2015 | 8 March 2016 | Dormant accounts | View PDF (opens in a new tab)5 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.
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.
THE
What it does
Who it helps
How it helps
- Where it operates
- Local authority: Somerset
- Governing document
- MEMORANDUM
AND ARTICLES INCORPORATED 18 NOV 2014AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 16/04/2015AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 11/09/2015AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15 MAR 2016AS REGISTERED AT COMPANIES HOUSE ON 28 JUN 2016AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 20 SEP 2018 as amended on 22 Aug 2018 as amended on 21 Jun 2024 as filed - Register history
- 27 April 2015Registered
- Working name
- Wellington School
Policies the charity says it has
Governing documents at Companies House
- 8 July 2024Resolution
- 8 July 2024Memorandum and articles
- 20 September 2018Memorandum and articles
- 20 September 2018Resolution
- 28 June 2016Resolution
- 14 April 2016Memorandum and articles
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.wellington-school.org.uk (opens in a new tab)
- Linked company
- Wellington School 1837
- Registered
- 2015