Finance Score: 2

Governance Score: 2

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 7

THE NEWCASTLE UPON TYNE ROYAL GRAMMAR SCHOOL

Independent School for children from 7 - 18 years of age

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/07/22		£20,556	£19,924	£632	£166	£37,670	£36,154	21.8	264	5
31/07/21		£19,351	£18,821	£531	£83	£37,033	£35,546	22.7	260	5
31/07/20		£18,916	£18,575	£341	£126	£36,393	£35,068	22.7	220	3
31/07/19		£18,145	£17,624	£521	£143	£34,426	£33,033	22.5	253	8
31/07/18	*	£17,565	£16,470	£1,095	£213	£33,865	£32,542	23.7	242	10
31/07/17		£16,899	£15,882	£1,018	£244	£32,729	£31,444	23.8	228	0
31/07/16		£16,078	£15,188	£890	£211	£31,607	£30,328	24	229	0
31/07/15		£15,266	£14,014	£1,252	£252	£31,213	£29,911	25.6	201	0
31/07/14		£14,761	£13,648	£1,113	£253	£29,146	£28,733	25.3	195	0
31/07/13		£14,450	£13,165	£1,284	£254	£28,029	£27,621	25.2	193	0
31/07/12		£13,405	£12,085	£1,320	£244	£26,711	£26,339	26.2	189	0
31/07/11		£12,940	£11,755	£1,185	£223	£21,054	£20,683	21.1	186	0
31/07/10		£12,741	£11,476	£1,264	£221	£19,844	£19,502	20.4	185	0
31/07/09		£12,113	£11,342	£771	£140	£18,555	£18,238	19.3	171	0
31/07/08		£10,887	£10,329	£558	£244	£17,822	£17,458	20.3	160	0
31/07/07		£9,883	£9,697	£186	£196	£17,297	£16,894	20.9	157	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.8%
Senior Staff Costs/Total Spending: 32%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 30%
Liabilities/Income: 78%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 21.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.7

Asset Split ?

Established: 18 years

www.rgs.newcastle.sch.uk

dfo@rgs.newcastle.sch.uk

01912813940

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space

Where it operates

Durham, Newcastle Upon Tyne City, Northumberland,

Who it helps

Children/Young People

Who works here?

264 employees
5 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Age Range of Trustees: 30-70

DR XANTHE BROCK Appointed: 2024, Occupation: Paediatrician

JASAN FITZPATRICK Appointed: 2022, Occupation: Md Of Principal Investing

MARCUS DAMON ROBINSON Appointed: 2020, Occupation: Retired

PROFESSOR MUZLIFAH HANIFFA Appointed: 2017, Occupation: Doctor

RAMANDEEP SINGH SANGHERA Appointed: 2022, Occupation: Chartered Accountant

ROBERT HUGH FELL FRICS Appointed: 2015

SALLY ANNE GREEN Appointed: 2020, Occupation: Headteacher

ALAN CRAWFORD FLETCHER (Chair) Appointed: 2018, Occupation: Solicitor

SANJEEV VADHERA Appointed: 2024, Occupation: Financial Director

SCARLETT MILLIGAN LLB BPTC Appointed: 2018, Occupation: Barrister

TREVOR THORNE Appointed: 2017, Occupation: Councillor

DR JOANNA SAMANTHA BERRY Appointed: 2020, Occupation: Academic, Other trusteeship: ACUMEN COMMUNITY BUILDINGS,

NIGEL JOHN MCMINN Appointed: 2020, Occupation: Consultant, Other trusteeship: THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST,

SUSAN WOODROOFE Appointed: 2018, Occupation: School Principal, Other trusteeship: THE PARENTS AND FRIENDS OF THE GRAMMAR SCHOOL AT LEEDS,

Legal constitution

Charitable company registered in England & Wales on 31/05/2006, number: 1114424
Registered at Companies House on 03/01/2006, number: 05664801

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

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

Filing Record

16 returns made; AR18: 6 days late,

Main office

ROYAL GRAMMAR SCHOOL
ESKDALE TERRACE
NEWCASTLE UPON TYNE
NE2 4DX

Objectives

FOR THE PUBLIC BENEFIT:1. THE EDUCATION OF CHILDREN AND YOUNG PERSONS IN THE NORTH EAST OF ENGLAND;2. TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR THE EDUCATION, RECREATION OR OTHER LEISURE ACTIVITIES (INCLUDING BUT NOT LIMITED TO THE ARTS) OF THE PUBLIC AT LARGE WITH A VIEW TO IMPROVING THE CONDITIONS OF LIFE IN NEWCASTLE UPON TYNE AND THE NORTH EAST OF ENGLAND.

Defined Area of Benefit:

NEWCASTLE UPON TYNE AND THE NORTH EAST OF ENGLAND

Data Sources