THE RGSW AND AOS FOUNDATION

Registered charity 1170217 · accounts filings on the Charity Commission register

The RGSW and AOS Foundation operates within Worcestershire to advance the education of pupils at RGS Worcester. It undertakes fundraising to support bursary provision and to assist with capital projects at the School.

Objects

2.1THE CHARITY'S OBJECTS ARE RESTRICTED SPECIFICALLY, IN EACH CASE ONLY FOR THE PUBLIC BENEFIT, TO:(A)ADVANCING THE EDUCATION OF THE PUPILS AT THE SCHOOLS BY:(I)PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES AND RESOURCES (INCLUDING PREMISES, EQUIPMENT AND SERVICES) FOR EDUCATION AT THE SCHOOLS;(II)AWARDING TO PUPILS AT THE SCHOOLS (OR FOR THEIR BENEFIT) BURSARIES, SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS, OR MAKING LOANS TO PUPILS OR FOR THEIR BENEFIT, OR PROVIDING PUPILS WITH BOOKS, EQUIPMENT OR CLOTHING FOR THE PURPOSES OF THEIR EDUCATION;(III)PROVIDING ANY PART OF THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC OR OTHER ARTS OR SOCIAL OR PHYSICAL EDUCATION);(IV)ASSISTING THEM TO UNDERTAKE TRAVEL IN FURTHERANCE OF THEIR EDUCATION;(V)HELPING THEM TO PREPARE FOR ENTRY INTO ANY OTHER EDUCATIONAL ESTABLISHMENT OR INTO ANY OCCUPATION, TRADE OR PROFESSION ON LEAVING THE SCHOOLS;(VI)DEVELOPING THEIR MENTAL, PHYSICAL AND MORAL CAPABILITIES THROUGH LEISURE TIME ACTIVITIES.(B)ADVANCING THE EDUCATION OF PERSONS WHO ARE EDUCATED BY OR WITH THE SUPPORT OF THE SCHOOLS CHARITY BY SUPPORTING THE CHARITABLE OBJECTS OF THE SCHOOLS CHARITY, BY:(I)MAKING GRANTS OR LOANS OR OTHERWISE PROVIDING FINANCIAL SUPPORT TO THE SCHOOLS CHARITY FOR ITS GENERAL CHARITABLE PURPOSES OR FOR SPECIFIC CHARITABLE PURPOSES;(II)DOING IN RELATION TO THE SCHOOLS CHARITY AND ITS CHARITY BENEFICIARIES ANY OF THE THINGS WHICH ARE PERMITTED IN RELATION TO THE SCHOOLS AND THEIR PUPILS BY ARTICLE 2.1(A);(C)IN CONNECTION WITH THE SCHOOLS OR THE SCHOOLS CHARITY, PROMOTING THE EDUCATION OF PEOPLE UNDER THE AGE OF 25 YEARS IN THE COUNTY OF WORCESTERSHIRE IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING BY:(I)ENABLING THEM TO HAVE ACCESS TO AND TO MAKE USE OF EDUCATIONAL FACILITIES AND RESOURCES OF THE SCHOOLS OR OF THE SCHOOLS CHARITY; OR (II)ATTENDING THE SCHOOLS.2.2 IN ARTICLE 2.1 EDUCATION INCLUDES:(A)THE STUDY OF MUSIC OR OTHER ARTS;(B)SOCIAL AND PHYSICAL EDUCATION;(C)DEVELOPING MENTAL, PHYSICAL AND MORAL CAPABILITIES THROUGH LEISURE TIME ACTIVITIES;IN EACH CASE ANCILLARY TO OR AT THE SAME TIME AS GENERAL EDUCATION WHETHER OR NOT SUCH GENERAL EDUCATION IS PROVIDED BY OR THROUGH THE SCHOOLS, THE SCHOOLS CHARITY OR THE CHARITY, BUT IN EACH CASE PROVIDED THAT THE PROMOTION OF SUCH EDUCATION IS CHARITABLE IN LAW AND FOR THE PUBLIC BENEFIT.2.3 IN DECIDING WHETHER ANY ACTIVITY IS FOR THE PUBLIC BENEFIT, THE TRUSTEES SHALL HAVE REGARD TO ANY STATUTORY GUIDANCE ON PUBLIC BENEFIT FOR THE TIME BEING PUBLISHED BY THE CHARITY COMMISSION.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Worcester, West Midlands, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity has total funds of £1,565,876, comprising unrestricted funds of £22,991 and restricted funds of £1,542,885. The charity holds cash at bank of £30,809 and investments of £1,534,737, which the auditors note can be easily drawn on if further cash is required. The financial statements were prepared on a going concern basis with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Ballards LLP. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints handling
• Complaints policy and procedures
• 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 policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Public profiles (found on the charity’s own website): facebook

Structured financials (annual return, FY ending 31/08/2025)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, cost of raising funds: 25.6% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• TIMOTHY STEPHEN CURTISchair
• Gary Paul ROUSE
• JOHN MARK GIBSON · trustee of 2 other charities
• Katharine Mary Wormington
• Michael William Bourne · trustee of 1 other charity
• Yvonne Wood

Trustee list from the Charity Commission register (current, not historical).

Operates in: Worcestershire

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with The Royal Wolverhampton School Foundation.

• The Royal Wolverhampton School Foundation income £179k
• The King's School Worcester Charitable Trust income £494k
• WORCESTER COLLEGE OXFORD ENDOWMENT TRUST income £3.0m
• WREXHAM AFC FOUNDATION income £452k
• THE WOOSTER FAMILY FOUNDATION income £75k
• THE GRESHAM'S FOUNDATION income £525k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.