JOSEPH ROWNTREE SCHOOL FUND
The charity's objects are to advance the education of the students and staff of Joseph Rowntree School and of the wider community by providing or assisting in the provision of educational, recreational and other charitable facilities undertaken by Joseph Rowntree School not normally provided by the local Education Authority.
Objects
1) ADVANCING THE EDUCATION OF STUDENTS AND STAFF OF THE JOSEPH ROWNTREE SCHOOL AND THE WIDER COMMUNITY BY PROVIDING AND ASSISTING IN THE PROVISION OF:A) EDUCATIONAL, RECREATIONAL AND OTHER CHARITABLE FACILITIES UNDERTAKEN BY THE JOSEPH ROWNTREE SCHOOL NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY; AND/ORB) EDUCATIONAL, RECREATIONAL AND OTHER CHARITABLE FACILITIES FOR THE WIDER COMMUNITY;2) PROVIDING SOCIAL, RECREATIONAL OR OTHER LEISURE TIME FACILITIES IN THE INTERESTS OF SOCIAL WELFARE IN ORDER TO IMPROVE THE CONDITIONS OF LIFE OF MEMBERS OF THE WIDER COMMUNITY.
Financial health, per its FY2025 accounts
The accounts state that unrestricted cash funds increased from £66,621 to £77,300 during the year, resulting in a net surplus of £7,641. Total receipts were £83,957 against total payments of £91,598, with the variation largely attributed to a significant increase in the Trip Suspense Account balance. The independent examiner confirmed that no material matters were identified that would cause concern regarding the accounting records or their accuracy.
What the accounts disclose
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 6
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 10
Trustees
- GOVERNORS OF JOSEPH ROWNTREE SCHOOL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £84k | £92k |
| 31/03/2024 | £267k | £246k |
| 31/03/2023 | £88k | £76k |
| 31/03/2022 | £88k | £86k |
| 31/03/2021 | £81k | £135k |
Common questions
Is JOSEPH ROWNTREE SCHOOL FUND financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted cash funds increased from £66,621 to £77,300 during the year, resulting in a net surplus of £7,641. Total receipts were £83,957 against total payments of £91,598, with the variation largely attributed to a significant increase in the Trip Suspense Account balance. The independent examiner confirmed that no material matters were identified that would cause concern regarding the accounting records or their accuracy. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CML - CHEVRAS MO'OZ LADOL | 1 | £27k |
| JEG TRUST LIMITED | 1 | £25k |
| YORK BAPTIST CHURCH | 1 | £18k |
| THE TRUEMARK TRUST | 1 | £3k |
| FORD BRITAIN TRUST | 1 | £2k |
| BELVEDERE TRUST | 1 | £2k |
| THE ASTOR FOUNDATION | 1 | £1k |
Charities like this
- THE JOSEPH TRUST
- CASTLEFIELD SCHOOL FUND
- THORPE WILLOUGHBY SCHOOL FUND
- BROOMHILL JUNIOR SCHOOL FUND
- THE TRAPNELL FUND
- CARLISLE SCHOOL ASSOCIATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| JOSEPH ROWNTREE SCHOOL FUND | £84k | — | 0 | unclear | — | no doubt |
| THE JOSEPH TRUST | £131k | — | 0 | unclear | — | no doubt |
| CASTLEFIELD SCHOOL FUND | £52k | — | 0 | unclear | — | no doubt |
| THORPE WILLOUGHBY SCHOOL FUND | £39k | — | 0 | unclear | — | no doubt |
| BROOMHILL JUNIOR SCHOOL FUND | £29k | — | 0 | unclear | — | no doubt |
| THE TRAPNELL FUND | £156k | — | 0 | above | — | no doubt |