Finance Score: -1

Governance Score: -3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Reasonable growth: +1

All male board: -3

No supporters identified

Overall GiG Score: -4

THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST

Independent Day School

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £5,545,377 available, equivalent to 72 months of spending and so may not be able to utilise additional funding

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	Volun- teers
31/07/22		£1,381	£922	£459	£0	£6,125	£5,545	72.2	1
31/07/21		£1,056	£840	£216	£0	£5,749	£5,114	73	1
31/07/20		£815	£696	£119	£0	£4,840	£4,198	72.3	0
31/07/19		£1,484	£620	£864	£0	£4,987	£4,051	78.4	1
31/07/18	*	£518	£610	£-93	£0	£3,965	£3,360	66.1	1
31/07/17		£618	£624	£-5	£0	£4,011	£3,383	65.1	0
31/07/16		£474	£687	£-213	£0	£0	£0	n/a	0
31/07/15		£576	£593	£-16	£5	£3,838	£3,165	64.1	0
31/07/14		£372	£576	£-204	£0	£0	£0	n/a	0
31/07/13		£570	£482	£88	£5	£3,822	£3,200	79.7	0
31/07/12		£456	£459	£-3	£0	£0	£0	n/a	0
31/07/11		£270	£410	£-140	£0	£0	£0	n/a	0
31/07/10		£796	£478	£318	£4	£3,354	£2,744	68.9	0
31/07/09		£411	£473	£-62	£0	£0	£0	n/a	0
31/07/08		£833	£479	£354	£4	£3,164	£2,534	63.5	0
31/07/07	*	£398	£242	£155	£0	£0	£0	n/a	0
31/07/06		£433	£242	£190	£0	£0	£0	n/a	0
31/07/05		£228	£123	£105	£0	£0	£0	n/a	0
31/07/04		£228	£123	£105	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 72.2 months
Net Current Assets/Spending: 11 months
Quick Ratio: 170.9

Asset Split ?

Established: 45 years

www.rgs.newcastle.sch.uk

c.black@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

Where it operates

Durham, Newcastle Upon Tyne City, Northumberland,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ALAN CRAWFORD FLETCHER Appointed: 2021

GEOFFREY EDMUND STANFORD Appointed: 2020

JOEL MARKS Appointed: 2019

MARK SQUIRES Appointed: 2017

PAUL DAVID HUDSPITH Appointed: 2023

NIGEL ROBERT PATON Appointed: 2014, Other trusteeship: ST MARY THE VIRGIN ESTATE MANAGEMENT CHARITY,

NIGEL JOHN MCMINN Appointed: 2020, Occupation: Consultant, Other trusteeship: THE NEWCASTLE UPON TYNE ROYAL GRAMMAR SCHOOL,

Legal constitution

Charity registered in England & Wales on 09/01/1979, number: 508285

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR18: 6 days late, AR07: 5 days late,

Main office

ROYAL GRAMMAR SCHOOL
ESKDALE TERRACE
NEWCASTLE UPON TYNE
NE2 4DX

Objectives

THE ADVANCEMENT OF EDUCATION GENERALLY AND IN PRTICULAR AT THE (ROYAL GRAMMAR) SCHOOL OR THROUGH THE MEDIUM OF THE SCHOOL. THE FURTHERANCE OF THE EDUCATION OF OR THE RELIEF OF POVERTY AMONG PERSONS WHO ARE OR INTEND OR DESIRE TO BECOME OR WHO HAVE BEEN (WHETHER BEFORE OR AFTER THE DATE OF THE SAID DEED) PUPILS OF THE SCHOOL OR WHO ARE MEMBERS OF THE STAFF OF HE SCHOOL. (SEE DEED OF TRUST FOR FURTHER DETAILS)

Defined Area of Benefit:

NOT DEFINED

Data Sources