The Governance RegisterEdition 2026 · Compiled 6th September 2026

Windermere Educational Trust Limited

Registered charity 526973 Registered since 1967

Operates: Cumbria

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

7 trustees on the board

9.3y median 1y
average tenure
55y
longest tenure

Trustees past 6 years

13.1y
average years in governance

First-time vs portfolio trustees

First-time (5)

Portfolio (2)

5
company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Education/training 7Economic/community Development/employment 1The Advancement Of Health Or Saving Of Lives 1

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Education 6Property 2Arts and leisure 1

Gaps to watch

  • Narrow spread of causes across the board

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2021
2022
2023
2024
2025
incomespending£5.5m latest income · spending exceeded income in 2024 and 2025
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

0.0 months of spending held in free reserves · median for charities its size: 3.7 months · was 40.5 in 2021

112 from 119 in 2021
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Connected through a shared trustee

Also active in the same field

Deterministic, from public records.

Contact

Websitewww.windermereschool.co.uk
Emailreception@windermereschool.co.uk
Phone01539446164
AddressWindermere School, Browhead, Patterdale Road, WINDERMERE, LA23 1NW

Finances

£5,521,801 latest income

YearIncomeSpending
2021£5,971,797£6,077,299
2022£6,401,890£6,694,895
2023£7,823,109£6,958,556
2024£6,478,641£6,752,588
2025£5,521,801£6,555,088

What it does

What

Education/training

Who

Children/young People

How

Provides Human ResourcesProvides Buildings/facilities/open SpaceOther Charitable Activities

Charitable objects

(A) TO ACQUIRE AND TAKE OVER AND CARRY ON ST ANNE'S SCHOOL, BROW HEAD, WINDERMERE, HERETOFORE CARRIED ON BY ST. ANNE'S SCHOOL LIMITED. (B)(I) TO ESTABLISH AND MAINTAIN AT THE SAID PREMISES, AND TO ESTABLISH OR ACQUIRE AND CARRY ON OR MANAGE ELSEWHERE, ANY SUBSIDIARY, AFFILIATED OR OTHER SCHOOLS FOR THE EDUCATION OF GIRLS, AND IF THOUGHT FIT, FOR THE EDUCATION OF BOYS, EITHER IN CONNEXION WITH ST. ANNE'S SCHOOL OR AS INDEPENDENT SCHOOLS, AND TO SUPPLY TO THE PUPILS GENERAL INSTRUCTION OF THE HIGHEST CLASS, TOGETHER WITH PHYSICAL, MORAL AND RELIGIOUS TRAINING, BUT SO THAT EACH SCHOOL SHALL BE CARRIED ON AS AN EDUCATIONAL CHARITY. (B)(II) TO EDUCATE AND ASSIST YOUNG PERSONS THROUGH THEIR LEISURE TIME ACTIVITIES SO AS TO DEVELOP THEIR PHYSICAL MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED. (C) TO CARRY ON ANY SCHOOLS ACQUIRED BY ST. ANNE'S SCHOOL EDUCATIONAL TRUST LIMITED AS EDUCATIONAL CHARITIES.

Governing document: MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 8/9/1967 AS AMENDED BY SPECIAL RESOLUTIONS DATED 7/12/1979, 23/9/1988, 3/12/1993, 22/11/1996, 19/6/1998 AND 9/11/2005 AND CERT OF INCORP ON CHANGE OF NAME 15/12/2000 DEEDS OF GIFT DATED 18/09/1967.

Trustees (7)

7trustees
48median age
1aged 70+

Linked company (Companies House)

Windermere Educational Trust Limited · 00914963 · Active

PRI/LTD BY GUAR/NSC (Private, limited by guarantee, no share capital) · incorporated 08/09/1967

6 governing document(s) held from Companies House.

Connected charities (2)

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