Finance Score: -2

Governance Score: -6

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -8

RUGBY SCHOOL COMBINED WAR MEMORIAL FUND

The Trustees apply the net annual income, and may, if necessary resort to the capital, in making awards to help the children of Old Rugbeians, who are in need of financial assistance, to attend or remain at Rugby School.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 3 trustees
The Board is completely 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
On several occasions in recent years income has been less than spending

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
30/06/23		£32	£54	£-23	n/a	n/a	n/a	n/a	n/a
30/06/22	*	£26	£53	£-26	n/a	n/a	n/a	n/a	n/a
30/06/21		£23	£58	£-36	n/a	n/a	n/a	n/a	n/a
30/06/20		£26	£63	£-37	n/a	n/a	n/a	n/a	n/a
30/06/19		£35	£0	£34	n/a	n/a	n/a	n/a	n/a
30/06/18		£43	£0	£42	£0	£0	£0	n/a	0
30/06/17		£43	£0	£43	£0	£0	£0	NAN	0
30/06/16?		£38	£0	£38	£0	£0	£0	NAN	0
31/07/15		£35	£0	£35	£0	£0	£0	NAN	0
31/07/14		£38	£0	£38	£0	£0	£0	NAN	0
31/07/13		£37	£0	£37	£0	£0	£0	NAN	0
31/07/12		£38	£9	£29	£0	£0	£0	n/a	0
31/07/11		£31	£5	£26	£0	£0	£0	n/a	0
31/07/10		£27	£28	£0	£0	£0	£0	n/a	0
31/07/09		£32	£7	£25	£0	£0	£0	n/a	0
31/07/08		£34	£11	£24	£0	£0	£0	n/a	0
31/07/07		£30	£0	£30	£0	£0	£0	NAN	0
31/07/06		£67	£10	£57	£0	£0	£0	n/a	0
31/07/05		£27	£18	£9	£0	£0	£0	n/a	0
31/07/04		£25	£24	£1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 57 years

www.rugbyschool.co.uk

bursary@rugbyschool.co.uk

01788556260

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Makes Grants to Individuals

Where it operates

Warwickshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ADAM HABIB Appointed: 2022, Other trusteeships: RUGBY SCHOOL, THE RUGBY SCHOOL GENERAL CHARITABLE TRUST, THE ARNOLD FOUNDATION FOR RUGBY SCHOOL,

GARETH PATRICK JOHN PARKER-JONES Appointed: 2023, Other trusteeship: THE ARNOLD FOUNDATION FOR RUGBY SCHOOL,

PETER NICHOLLS Appointed: 2018, Other trusteeship: THE RUGBY SCHOOL GENERAL CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 22/02/1967, number: 528760

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

20 returns made; AR22: 28 days late,

Main office

Rugby School Bursary
10 Little Church Street
Rugby
CV21 3AW

Objectives

5 (1) AFTER PAYMENT OF ANY EXPENSES OF ADMINISTRATION THE TRUSTEES SHALL APPLY THE NET YEARLY INCOME OF THE FOUNDATION, AND MAY, IF NECESSARY, RESORT TO THE CAPITAL IN MAKING AWARDS TO HELP PUPILS WHO ARE IN NEED OF FINANCIAL ASSISTANCE TO ATTEND RUGBY SCHOOL WHOSE PARENT, PARENTS OR OTHER PERSON OF WHOM THEY ARE OR WERE A DEPENDENT IS ARE OR HAVE BEEN IN THE SERVICE OF HER MAJESTY'S ARMED FORCES INCLUDING VOLUNTEER SERVICES, AND IF THEY SO DECIDE: (A) TO HELP PUPILS WHOSE PARENT, PARENTS OR OTHER PERSON OF WHOM THEY ARE OR WERE A DEPENDENT IS ARE OR HAVE BEEN IN ANY EMERGENCY SERVICE OR THE NATIONAL HEALTH SERVICE (INCLUDING SERVICES FUNDED BY NHS BODIES), IN ANY CASE, INCLUDING VOLUNTEER SERVICES; AND (B) TO HELP SUCH OTHER PUPILS WHO ARE IN NEED OF FINANCIAL ASSISTANCE TO ATTEND RUGBY SCHOOL.

Defined Area of Benefit:

NOT DEFINED

Data Sources