THE NEWCASTLE UPON TYNE ROYAL GRAMMAR SCHOOL

Charity number: 1114424
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Independent School for children from 7 - 18 years of age

Income and expenditure

Data for financial year ending 31 July 2024

Total income:
£22,376,196

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Donations and legacies £1.70m
Charitable activities £20.10m
Other trading activities £149.05k
Investments £320.67k
Other £110.32k

Total expenditure:
£21,588,678

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Raising funds £159.68k
Charitable activities £21.43m
Other £0

£72,315 investments gains (losses)

Total income includes £16,521 from 1 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £159.68k
Charitable expenditure £21.43m
Retained for future use £787.52k

People

285 Employee(s)

10 Trustee(s)

5 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 34
£70k to £80k 5
£80k to £90k 5
£100k to £110k 1
£120k to £130k 1
£150k to £200k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Durham
  • Newcastle Upon Tyne City
  • Northumberland

Governance

Registration history:
  • 06 October 2006: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
05664801 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ALAN CRAWFORD FLETCHER Chair 27 April 2018
THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST CIO
Recently registered
Elisabeth Margaret Kerr Trustee 21 January 2026
None on record
James George Ryan Trustee 26 November 2024
NEWCASTLE UNITED FOUNDATION
Received: On time
Dr XANTHE BROCK Trustee 25 January 2024
None on record
Sanjeev Vadhera Trustee 16 January 2024
None on record
Ramandeep Singh Sanghera Trustee 20 December 2022
None on record
Jasan Fitzpatrick Trustee 20 December 2022
None on record
Nigel John McMinn Trustee 24 April 2020
THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST CIO
Recently registered
THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST
Received: On time
Sally Anne Green Trustee 28 February 2020
None on record
TREVOR THORNE Trustee 26 June 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £18.92m £19.35m £20.56m £22.44m £22.38m
Total expenditure £18.57m £18.82m £19.92m £21.45m £21.59m
Income from government contracts N/A N/A N/A £19.60k £16.52k
Income from government grants N/A £396.93k N/A N/A N/A
Income - Donations and legacies £1.72m £1.36m £1.09m £1.66m £1.70m
Income - Other trading activities £109.62k £14.46k £113.62k £150.29k £149.05k
Income - Charitable activities £16.99m £17.90m £19.21m £20.36m £20.10m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £59.90k £52.68k £100.95k £195.12k £320.67k
Income - Other £39.61k £17.49k £42.25k £65.58k £110.32k
Income - Legacies £0 £137.27k £170.45k £197.69k £311.64k
Expenditure - Charitable activities £18.45m £18.74m £19.76m £21.27m £21.43m
Expenditure - Raising funds £125.59k £82.99k £166.14k £178.49k £159.68k
Expenditure - Governance £21.42k £15.22k £16.70k £37.34k £35.97k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £47.51m £46.33m £45.63m £45.26m £44.38m
Long-term investments £849.52k £959.11k £963.98k £945.15k £1.02m
Other assets £9.30m £5.35m £7.03m £7.37m £7.63m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £21.26m £15.61m £15.96m £14.93m £13.53m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2024 30 May 2025 On time
Accounts and TAR 31 July 2024 30 May 2025 On time Download Open in new window
Annual return 31 July 2023 31 May 2024 On time
Accounts and TAR 31 July 2023 31 May 2024 On time Download Open in new window
Annual return 31 July 2022 12 May 2023 On time
Accounts and TAR 31 July 2022 12 May 2023 On time Download Open in new window
Annual return 31 July 2021 29 April 2022 On time
Accounts and TAR 31 July 2021 29 April 2022 On time Download Open in new window
Annual return 31 July 2020 31 May 2021 On time
Accounts and TAR 31 July 2020 31 May 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 03/01/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15/06/2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/02/2014 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01/04/2015 as amended on 28 Feb 2020

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NEWCASTLE UPON TYNE AND THE NORTH EAST OF ENGLAND

Linked charities

Linked charities
Linked charity 1114424-1 THE NEWCASTLE UPON TYNE ROYAL GRAMMAR SCHOOL PROPERTY TRUST
Governing document
SCHEME OF 12 JULY 2006.
Charitable objects
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
Area of benefit
NEWCASTLE UPON TYNE AND THE NORTH EAST OF ENGLAND
Registration history
  • 06 October 2006 : Standard registration

Contact information

Address:
ROYAL GRAMMAR SCHOOL
ESKDALE TERRACE
NEWCASTLE UPON TYNE
NE2 4DX
Phone:
01912813940
Email:
dfo@rgs.newcastle.sch.uk
Website:

www.rgs.newcastle.sch.uk Open in new window