JOSEPH ROWNTREE SCHOOL FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 28 April 1995
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £83,957
Latest expenditure: £91,598
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 9 Holmfield Drive, LEEDS, LS8 1AZ

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 20 January 2026
Date Accounts Received: 20 January 2026
Total Gross Income: £83,957
Total Gross Expenditure: £91,598

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 19 December 2024
Date Accounts Received: 19 December 2024
Total Gross Income: £267,135
Total Gross Expenditure: £246,120

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 20 December 2023
Date Accounts Received: 20 December 2023
Total Gross Income: £87,533
Total Gross Expenditure: £76,025

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 9 December 2022
Date Accounts Received: 9 December 2022
Total Gross Income: £87,918
Total Gross Expenditure: £86,034

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 11 January 2022
Date Accounts Received: 11 January 2022
Total Gross Income: £81,011
Total Gross Expenditure: £135,187

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 20 January 2026
Total Gross Income: £83,957
Total Gross Expenditure: £91,598
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 19 December 2024
Total Gross Income: £267,135
Total Gross Expenditure: £246,120
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 6

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 20 December 2023
Total Gross Income: £87,533
Total Gross Expenditure: £76,025
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 9 December 2022
Total Gross Income: £87,918
Total Gross Expenditure: £86,034
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 11 January 2022
Total Gross Income: £81,011
Total Gross Expenditure: £135,187
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: North Yorkshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: City Of York
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name: JOSEPH ROWNTREE SCHOOL FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1995-04-28T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 14 MARCH 1995 AS AMENDED 28 MARCH 1995 AND 02 JULY 2007.
Charitable 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.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Ofsted (Office For Standards In Education)

10 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Paying staff

Policy Name: Bullying and harassment policy and procedures