ROKEBY EDUCATIONAL TRUST LIMITED
Registered charity 312653 · accounts filings on the Charity Commission register · also known as ROKEBY SCHOOL
To educate boys aged 4 to 13.
Causes: Education/training · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net surplus of £717,327 for the year ended 31 August 2025, with unrestricted funds totaling £11,356,387. Per the trustees' report, cash balances were £8,240,469 at year-end, and the Governors are satisfied that the financial position will enable future strategic plans to be achieved.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: minimum cash balance equivalent to at least one term's fee income (held: £5.9m)
“The minimum reserves required are based on a minimum cash balance as set out above in the KPIs. The reserves necessary to meet these needs comprise the General Fund.”
Per its FY2025 accounts as filed with the Charity Commission.
Pension scheme deficit: £39800.0m
“The Valuation Report shows notional assets of £222.2bn and liabilities of £262bn, resulting in a scheme deficit of £39.8bn.”
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Rokeby School Trading Limited
“On the 9 February 2025 Rokeby School Trading Limited (Company house number : 15477119) was incorporated and became the whole owned subsidiary of Rokeby Educational Trust Limited.” — page 28
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by HaysMac LLP. Discloses 4 of 6 completeness components.
Leadership, per the charity’s website
- Jason Peck — Headmaster (source)
Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.
Property (HM Land Registry)
4 registered titles in England and Wales held by the charity’s company or corporate body (4 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Public profiles (found on the charity’s own website): facebook · instagram
Structured financials (annual return, FY ending 31/08/2025)
Reserves (reported)
£11.4m
Reported reserves equal ~16.7 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (95% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).
- DEIRDRE DAVIDSONchair
- Caroline Norah Newsholme
- Emmanuel Bocquet
- Hannah Warner
- Ishminder Alg
- James Kelly
- Ruth Mackaness
- Sebastian Henkes
- Stuart Cotton
Trustee list from the Charity Commission register (current, not historical).
Operates in: Kingston Upon Thames · Surrey
Income and spending
Common questions
Is ROKEBY EDUCATIONAL TRUST LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £717,327 for the year ended 31 August 2025, with unrestricted funds totaling £11,356,387. Per the trustees' report, cash balances were £8,240,469 at year-end, and the Governors are satisfied that the financial position will enable future strategic plans to be achieved. Its FY2025 accounts were audited by HaysMac LLP.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
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 ST ANDREW'S SCHOOL TRUST.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.