THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST

Registered charity 508285 · accounts filings on the Charity Commission register · also known as RGS EDUCATIONAL TRUST

Independent Day School

Causes: Education/training · website · Get email alerts

Latest income

£3.1m

Latest spending

£537k

Registered

1979

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £7,825,079, which represents a significant increase from the previous year's £5,371,786. Per the trustees' report, the charity is transitioning to a new Charitable Incorporated Organisation (CIO) post-year-end, resulting in the financial statements being prepared on a non-going concern basis.

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

What the accounts disclose

Largest income source: Legacies (85% of income)

“During the year, the Trust was notified of a substantial legacy, which represents 80% of funds receivable in the year to 31 July 2025.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: sufficient to ensure that having once awarded a bursary, the charity can continue to do so for so long as is required during the pupil's education at the RGS subject to satisfactory conduct, effort and progress (held: £7.8m)

“While the trustees make no commitment to maintain the payments for so long as the recipient requires assistance they aim to maintain reserves sufficient to ensure that having once awarded a bursary, the charity can continue to do so for so long as is required during the pupil's education at the RGS subject to satisfactory conduct, effort and progress.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Going concern: accounts NOT prepared on a going-concern basis (closing, merging or winding up)

“As the operations of the charity are expected to be transferred to The Royal Grammar School Educational Trust CIO within the next 12 months, these financial statements have not been prepared on a going concern basis.”

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The school's administrative staff provide assistance with the charity's record keeping at no charge to the charity.

“The school's administrative staff provide assistance with the charity's record keeping at no charge to the charity.” — page 7

“the school has met the charity's campaign appeal costs totalling £142,494 (2024: £149,951).”

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The school has met the charity's campaign appeal costs totalling £142,494.

“The school's administrative staff provide assistance with the charity's record keeping at no charge to the charity.” — page 7

“the school has met the charity's campaign appeal costs totalling £142,494 (2024: £149,951).”

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The charity grants income towards bursaries paid by the school for some pupils of the school. The grant made towards the school's bursaries in the year amounted to £530,000.

“The school's administrative staff provide assistance with the charity's record keeping at no charge to the charity.” — page 7

“the school has met the charity's campaign appeal costs totalling £142,494 (2024: £149,951).”

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The charity received donations in the year of £nil from The Newcastle upon Tyne Royal Grammar School as a grant towards bursary payments.

“The school's administrative staff provide assistance with the charity's record keeping at no charge to the charity.” — page 7

“the school has met the charity's campaign appeal costs totalling £142,494 (2024: £149,951).”

Per its FY2025 accounts as filed with the Charity Commission.

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

Year-over-year changes

Going concern: no going-concern doubt (FY2024) → not a going concern (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Public fundraising profile: JustGiving — Royal Grammar School Educational Trust (matched by registered charity number).

Leadership, per the charity’s website

Mr Alan Fletcher — Chair of Governors (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.

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

Structured financials (annual return, FY ending 31/07/2025)

Total income

£3.1m

Total spending

£537k

Reserves (reported)

£7.8m

Employees

0

Reported reserves equal ~174.8 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

Alan Crawford Fletcher
Geoffrey Edmund Stanford
Joel Marks
Jonathan Oliver Catto · trustee of 1 other charity
MARK SQUIRES
Nigel John McMinn · trustee of 2 other charities
Sheena Ray · trustee of 1 other charity

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

Operates in: Durham · Newcastle Upon Tyne City · Northumberland

Income and spending

Financial year end	Income	Spending
31/07/2025	£3.1m	£537k
31/07/2024	£1.2m	£1.3m
31/07/2023	£654k	£1.1m
31/07/2022	£1.4m	£922k
31/07/2021	£1.1m	£840k

Common questions

Is THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £7,825,079, which represents a significant increase from the previous year's £5,371,786. Per the trustees' report, the charity is transitioning to a new Charitable Incorporated Organisation (CIO) post-year-end, resulting in the financial statements being prepared on a non-going concern basis. Its FY2025 accounts were audited by UNW LLP.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
Community Foundation North East	10/01/2018	£2k	Towards the 2018 rugby tour
Community Foundation North East	04/02/2016	£2k	Towards 2016 South Africa sports tour
Community Foundation North East	14/01/2016	£2k	Towards As a Towards the bursary fund

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.

Funder	Similar charities funded	Amount to them
The Merchant Taylors' Foundation	1	£58k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with LEICESTER GRAMMAR SCHOOL TRUST.

LEICESTER GRAMMAR SCHOOL TRUST income £235.7m
LANCASTER ROYAL GRAMMAR SCHOOL CHARITY income £358k
WOLVERHAMPTON GRAMMAR SCHOOL LIMITED income £11.6m
GRANGE ROSE HILL SCHOOL LIMITED income £3.8m
THE ROYAL GRAMMAR SCHOOL, HIGH WYCOMBE FOUNDATION CIO income £843k
THE ST ANDREW'S SCHOOL TRUST income £2.2m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE ROYAL GRAMMAR SCHOOL EDUCATIONAL TRUST	£3.1m	—	0	above	—	not going concern
LEICESTER GRAMMAR SCHOOL TRUST FY2025	£235.7m	£190,001 - £200,000	—	unclear	—	no doubt
LANCASTER ROYAL GRAMMAR SCHOOL CHARITY FY2025	£358k	—	0	unclear	—	no doubt
WOLVERHAMPTON GRAMMAR SCHOOL LIMITED FY2025	£11.6m	—	—	unclear	—	no doubt
GRANGE ROSE HILL SCHOOL LIMITED FY2025	£3.8m	—	—	unclear	—	no doubt
THE ROYAL GRAMMAR SCHOOL, HIGH WYCOMBE FOUNDATION CIO FY2025	£843k	—	0	above	—	no doubt

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