Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

Dynamic board: +3
Mainly male board: -1

Grant maker support: +0

Overall GiG Score: 2

LANCASTER ROYAL GRAMMAR SCHOOL CHARITY

TO ASSIST THE GOVENORS OF THE LANCASTER ROYAL GRAMMAR SCHOOL IN PROMOTING THE EDUCATION OF THE PUPILS THEREIN.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/08/22		£483	£281	£202	n/a	n/a	n/a	n/a	n/a
31/08/21		£381	£269	£112	n/a	n/a	n/a	n/a	n/a
31/08/20		£376	£300	£76	n/a	n/a	n/a	n/a	n/a
31/08/19		£413	£411	£1	n/a	n/a	n/a	n/a	n/a
31/08/18		£501	£417	£85	£119	£1,365	£0	n/a	0
31/08/17		£686	£341	£346	£108	£1,279	£357	12.6	0
31/08/16		£486	£288	£199	£0	£0	£0	n/a	0
31/08/15		£470	£426	£44	£0	£0	£0	n/a	0
31/08/14		£482	£305	£177	£0	£0	£0	n/a	0
31/08/13		£488	£366	£122	£0	£0	£0	n/a	0
31/08/12		£559	£869	£-311	£117	£372	£0	n/a	0
31/08/11?	*	£1,885	£1,737	£148	£1,549	£665	£0	n/a	0
31/03/10		£1,679	£1,790	£-112	£141	£2,937	£132	0.9	0
31/03/09	*	£1,474	£1,439	£34	£1,337	£3,012	£-384	-3.2	0
31/03/08	*	£1,306	£1,192	£114	£1,118	£3,043	£-937	-9.4	0
31/03/07	*	£1,217	£1,201	£16	£1,050	£2,947	£-487	-4.9	0
31/03/06	*	£1,147	£1,207	£-60	£0	£0	£0	n/a	0
31/03/05		£1,158	£1,103	£55	£0	£0	£0	n/a	0
31/03/04		£1,074	£919	£155	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

www.lrgs.org.uk

rthomas@lrgs.org.uk

01524 580600

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training

GiG Classification

School support organisations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Lancashire,

Who it helps

Children/Young People

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Sport England - Community Netball Equipment in Lancaster
£5,053	07/08/2019 12	Funding under Sport England's Small Grants funding programme for a Revenue project titled Community Netball Equipment in Lancaster. This project lists its main activity as Netball
National Lottery Heritage Fund - Grant to Lancaster Royal Grammar School
£19,700	09/03/2017	The Changing Face of Lancaster: Lancaster Royal Grammar School Community Archive Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DONALD JOHN WILKINSON Appointed: 2023

HOWARD ROBERTS Appointed: 2022

MICHAEL JOHN FISHER Appointed: 2019

RODERICK ALEXANDER DRAKE BURGESS Appointed: 2024

DR ROBIN GEOFFREY JACKSON Appointed: 2022, Other trusteeship: WESTFIELD WAR MEMORIAL VILLAGE - LANCASTER,

PETER VINCENT DYER Appointed: 2022, Other trusteeships: NORAH AND FRED ROBERTS MEMORIAL TRUST, LANCASTER HEALTH & MEDICAL MUSEUM COLLECTION,

WENDY PRESTON Appointed: 2022, Other trusteeship: THE TROTT MUSICAL FOUNDATION,

ANTHONY RICKARDS COLLINSON Appointed: 2017, Occupation: Solicitor, Other trusteeships: WESTFIELD WAR MEMORIAL VILLAGE - LANCASTER, LANCASTER ROYAL GRAMMAR SCHOOL PRIZES CHARITY, LANCASTER ROYAL GRAMMAR SCHOOL BOARDING CHARITY,

Legal constitution

Charity registered in England & Wales on 08/09/1964, number: 526602

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: GEORGE HAMER BRIGGS BEQUEST
Linked charity: THE MARGARET PETTITT MEMORIAL PRIZE
Linked charity: ROBERT COATES PRIZE
Linked charity: CUNLIFFE PRIZE FUND FOR MUSIC
Linked charity: THE WESTMORLAND TENNIS PRIZE
Linked charity: THE ROWBOTHAM ATHLETICS PRIZE
Linked charity: GREG HOLDCROFT PRIZE FUND
Linked charity: JOHN L SPENCER MUSIC PRIZE
Linked charity: NIGEL MOUNSEY PRIZE
Linked charity: JUNIOR DEBATING PRIZE
Linked charity: THE CHRISTOPHER KNOWLES PRIZE
Linked charity: THE REVEREND FRANK ALAN CLIFF AND DOCTOR KENNETH STEPHENSON CLIFF PRIZE
Linked charity: THE WILLIAM GODFREY EATON PRIZE
Linked charity: ARTHUR HUCK PRIZE
Linked charity: THE CECIL RHODES ARMITAGE PRIZE FOR NATURAL SCIENCE
Linked charity: THE FIFTH FORM PRIZE
Linked charity: THE CHRISTOPHER KNOWLES PRIZE
Linked charity: OLD LANCASTRIAN SIXTH FORM ENGLISH PRIZE
Linked charity: PROFESSOR OGLESBY PRIZE FOR PROGRESS IN THE UPPER SCHOOL
09/08/2022 - Asset transfer in from LANCASTER ROYAL GRAMMAR SCHOOL SPORTS ASSOCIATION
29/09/2023 - Asset transfer in from LEAVING EXHIBITION FUND
Linked charity: THE THIRD WORLD DEVELOPMENT PRIZE
Linked charity: THE ALBERT HENDERSON OLD LANCASTERIAN PRIZE FOR PROGRESS AND EFFORT IN THE LOWER SCHOOL

Policies in force

Conflicting interests
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR11: 222 days late, AR09: 116 days late, AR08: 207 days late, AR07: 182 days late, AR06: 35 days late,

Recent reorganisation events:

Asset transfer in from LANCASTER ROYAL GRAMMAR SCHOOL SPORTS ASSOCIATION on 09/08/2022
Asset transfer in from LEAVING EXHIBITION FUND on 29/09/2023

Main office

LANCASTER ROYAL GRAMMAR SCHOOL
EAST ROAD
LANCASTER
LA1 3EF

Objectives

(1) THE TRUSTEES SHALL APPLY THE INCOME OF THE SCHOOL CHARITY IN ASSISTING THE GOVERNORS OF THE SCHOOL IN PROMOTING THE EDUCATION OF THE PUPILS THEREAT IN ONE OR MORE OF FOLLOWING WAYS AS THE TRUSTEES SHALL THINK FIT:(A) IN ASSISTING THE SAID GOVERNORS TO DISCHARGE THEIR OBLIGATIONS UNDER THE SAID EDUCATION ACTS WITH RESPECT TO THE MAINTENANCE OF THE SCHOOL;(B) IN PROVIDING EQUIPMENT AND OTHER ITEMS. SERVICES AND FACILITIES FOR AND THEREBY ADVANCE EDUCATION AT THE SCHOOL.(2) IN APPLYING THE INCOME OF THE SCHOOL CHARITY THE TRUSTEES SHALL NOT RELIEVE RATES, TAXES OR OTHER PUBLIC FUNDS.

Defined Area of Benefit:

CITY AND BOROUGH OF LANCASTER

Data Sources