THE OLD RUGBEIAN TRUST (IN CONNECTION WITH RUGBY SCHOOL)
Charity number: 528754
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
To apply the capital and income of the trust for any charitable purpose or charitable purposes connected with or relating to Rugby School or its present or past members or otherwise connected with or relating to the advancement of education.
Income and expenditure
Data for financial year ending 05 April 2025
Total income: £20,196
Total expenditure: £12,049
People
5 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
Main way of carrying out purposes is grant making
What the charity does:
- Education/training
Who the charity helps:
- Children/young People
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
Where the charity operates:
- Warwickshire
Governance
Registration history:
- 07 December 1966: Standard registration
Organisation type:
Other
Other names:
No other names
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Conflicting interests
- 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
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease 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
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Simon Rupert Thomas Penniston | Chair | 14 November 2018 |
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| Anna-Lienka Foster | Trustee | 17 April 2019 |
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| H G STEELE-BODGER ESQ | Trustee |
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| Charles Eric Osborn | Trustee |
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| MR C E OSBORN | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | 05/04/2025 | ||
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Total gross income | £18.15k | £22.64k | £17.33k | £20.36k | £20.20k | |
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Total expenditure | £9.94k | £11.35k | £13.07k | £17.17k | £12.05k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
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 | 05 April 2025 | 07 January 2026 | On time | |
| Accounts and TAR | 05 April 2025 | Not required | ||
| Annual return | 05 April 2024 | 21 October 2024 | On time | |
| Accounts and TAR | 05 April 2024 | Not required | ||
| Annual return | 05 April 2023 | 06 October 2023 | On time | |
| Accounts and TAR | 05 April 2023 | Not required | ||
| Annual return | 05 April 2022 | 21 January 2023 | On time | |
| Accounts and TAR | 05 April 2022 | Not required | ||
| Annual return | 05 April 2021 | 14 January 2022 | On time | |
| Accounts and TAR | 05 April 2021 | Not required |