CCEW Charity Commission profile

RHODES TRUST - PUBLIC PURPOSES FUND

Registered charity 232492 · organisation 232492

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
24 February 1966
Removed
Not supplied
Financial period
1 July 2024 – 30 June 2025
Latest income
£34,107,772
Latest expenditure
£62,558,446
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: RHODES HOUSE, SOUTH PARKS ROAD, OXFORD, OX1 3RG

Website recorded by the regulator: www.rhodeshouse.ox.ac.uk (displayed as text)

02 Activities

What the charity does

To provide financial scholarships to enable students from selected countries, to pursue a post graduate or second undergraduate degree at the University of Oxford. To make benefactions or donations for primarily educational purposes.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 July 2024
Fin Period End Date
30 June 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 April 2026
Date Annual Return Received
29 April 2026
Date Accounts Received
29 April 2026
Total Gross Income
£34,107,772
Total Gross Expenditure
£62,558,446
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 April 2025
Date Annual Return Received
28 April 2025
Date Accounts Received
28 April 2025
Total Gross Income
£27,435,258
Total Gross Expenditure
£55,255,201
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 April 2024
Date Annual Return Received
18 April 2024
Date Accounts Received
18 April 2024
Total Gross Income
£18,884,378
Total Gross Expenditure
£49,783,133
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 April 2023
Date Annual Return Received
19 April 2023
Date Accounts Received
19 April 2023
Total Gross Income
£16,429,000
Total Gross Expenditure
£37,867,000
Fin Period Start Date
1 July 2020
Fin Period End Date
30 June 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 April 2022
Date Annual Return Received
26 April 2022
Date Accounts Received
26 April 2022
Total Gross Income
£23,016,000
Total Gross Expenditure
£28,973,000

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 July 2024
Fin Period End Date
30 June 2025
Ar Due Date
30 April 2026
Ar Received Date
29 April 2026
Total Gross Income
£34,107,772
Total Gross Expenditure
£62,558,446
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
13
Count Salary Band 70001 80000
9
Count Salary Band 80001 90000
3
Count Salary Band 90001 100000
7
Count Salary Band 100001 110000
5
Count Salary Band 110001 120000
5
Count Salary Band 120001 130000
3
Count Salary Band 130001 140000
1
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
7
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
1
Count Salary Band 350001 400000
1
Count Volunteers
512
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Due Date
30 April 2025
Ar Received Date
28 April 2025
Total Gross Income
£27,435,258
Total Gross Expenditure
£55,255,201
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
9
Count Salary Band 70001 80000
6
Count Salary Band 80001 90000
5
Count Salary Band 90001 100000
5
Count Salary Band 100001 110000
3
Count Salary Band 110001 120000
7
Count Salary Band 120001 130000
1
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
1
Count Salary Band 150001 200000
6
Count Salary Band 200001 250000
1
Count Salary Band 250001 300000
3
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
512
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Due Date
30 April 2024
Ar Received Date
18 April 2024
Total Gross Income
£18,884,378
Total Gross Expenditure
£49,783,133
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
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
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
7
Count Salary Band 70001 80000
4
Count Salary Band 80001 90000
9
Count Salary Band 90001 100000
4
Count Salary Band 100001 110000
2
Count Salary Band 110001 120000
1
Count Salary Band 120001 130000
5
Count Salary Band 130001 140000
3
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
4
Count Salary Band 200001 250000
3
Count Salary Band 250001 300000
1
Count Salary Band 300001 350000
1
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
320
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Due Date
30 April 2023
Ar Received Date
19 April 2023
Total Gross Income
£16,429,000
Total Gross Expenditure
£37,867,000
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
4
Count Salary Band 80001 90000
4
Count Salary Band 90001 100000
7
Count Salary Band 100001 110000
3
Count Salary Band 110001 120000
3
Count Salary Band 120001 130000
2
Count Salary Band 130001 140000
3
Count Salary Band 140001 150000
1
Count Salary Band 150001 200000
3
Count Salary Band 200001 250000
2
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
1
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
20
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 July 2020
Fin Period End Date
30 June 2021
Ar Due Date
30 April 2022
Ar Received Date
26 April 2022
Total Gross Income
£23,016,000
Total Gross Expenditure
£28,973,000
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
4
Count Salary Band 70001 80000
4
Count Salary Band 80001 90000
3
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
3
Count Salary Band 110001 120000
5
Count Salary Band 120001 130000
1
Count Salary Band 130001 140000
1
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
5
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
1
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
250

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 July 2024
Fin Period End Date
30 June 2025
Ar Due Date
30 April 2026
Ar Received Date
29 April 2026
Income Donations And Legacies
10854436
Income Other Trading Activities
2440287
Income Charitable Activities
25147672
Income Investments
4801893
Income Other
0
Income Total Income And Endowments
43244288
Income Legacies
0
Income Endowments
9136516
Expenditure Raising Funds
£6,662,290
Expenditure Charitable Expenditure
£55,896,156
Expenditure Other
0
Expenditure Total
62558446
Expenditure Investment Management
1771782
Expenditure Grants Institution
380500
Expenditure Governance
112543
Expenditure Support Costs
12097552
Expenditure Depreciation
2183001
Gain Loss Investment
21186364
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£11,482,554
Assets Total Fixed
559821000
Assets Own Use
58126379
Assets Long Term Investment
501694621
Defined Benefit Pension Scheme
-48000
Assets Other Assets
£39,807,620
Assets Total Liabilities
£52,014,088
Assets Current Investment
0
Assets Total Assets And Liabilities
£547,566,532
Creditors One Year Total Current
4539202
Creditors Falling Due After One Year
47474886
Assets Cash
£20,874,534
Funds Endowment
443455000
Funds Unrestricted
11482532
Funds Restricted
92629000
Funds Total
547566532
Count Employees
150
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 July 2023
Fin Period End Date
30 June 2024
Ar Due Date
30 April 2025
Ar Received Date
28 April 2025
Income Donations And Legacies
21283521
Income Other Trading Activities
1269725
Income Charitable Activities
19582145
Income Investments
3649216
Income Other
30332
Income Total Income And Endowments
45814939
Income Legacies
88259
Income Endowments
18379682
Expenditure Raising Funds
£6,159,465
Expenditure Charitable Expenditure
£49,095,736
Expenditure Other
0
Expenditure Total
55255201
Expenditure Investment Management
1648088
Expenditure Grants Institution
0
Expenditure Governance
103033
Expenditure Support Costs
9487714
Expenditure Depreciation
2443723
Gain Loss Investment
43611072
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£14,109,739
Assets Total Fixed
558282458
Assets Own Use
60190045
Assets Long Term Investment
498092413
Defined Benefit Pension Scheme
-41000
Assets Other Assets
£42,073,469
Assets Total Liabilities
£54,619,895
Assets Current Investment
0
Assets Total Assets And Liabilities
£545,695,032
Creditors One Year Total Current
7491334
Creditors Falling Due After One Year
47128561
Assets Cash
£24,477,350
Funds Endowment
434030834
Funds Unrestricted
14109739
Funds Restricted
97554459
Funds Total
545695032
Count Employees
147
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 July 2022
Fin Period End Date
30 June 2023
Ar Due Date
30 April 2024
Ar Received Date
18 April 2024
Income Donations And Legacies
16484802
Income Other Trading Activities
481012
Income Charitable Activities
14867612
Income Investments
2372508
Income Other
0
Income Total Income And Endowments
34205934
Income Legacies
0
Income Endowments
15322155
Expenditure Raising Funds
£5,440,955
Expenditure Charitable Expenditure
£44,342,178
Expenditure Other
0
Expenditure Total
49783133
Expenditure Investment Management
1759934
Expenditure Grants Institution
0
Expenditure Governance
95476
Expenditure Support Costs
8440460
Expenditure Depreciation
1191092
Gain Loss Investment
6641819
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£14,205,730
Assets Total Fixed
533463658
Assets Own Use
60719249
Assets Long Term Investment
472744409
Defined Benefit Pension Scheme
0
Assets Other Assets
£36,719,809
Assets Total Liabilities
£58,660,355
Assets Current Investment
0
Assets Total Assets And Liabilities
£511,523,112
Creditors One Year Total Current
9597337
Creditors Falling Due After One Year
49063018
Assets Cash
£22,191,803
Funds Endowment
403833786
Funds Unrestricted
14205729
Funds Restricted
93483597
Funds Total
511523112
Count Employees
130
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 July 2021
Fin Period End Date
30 June 2022
Ar Due Date
30 April 2023
Ar Received Date
19 April 2023
Income Donations And Legacies
9941000
Income Other Trading Activities
29000
Income Charitable Activities
10157000
Income Investments
2631000
Income Other
784000
Income Total Income And Endowments
23542000
Income Legacies
174768
Income Endowments
7113000
Expenditure Raising Funds
£3,742,000
Expenditure Charitable Expenditure
£34,125,000
Expenditure Other
0
Expenditure Total
37867000
Expenditure Investment Management
1891000
Expenditure Grants Institution
0
Expenditure Governance
57000
Expenditure Support Costs
7215000
Expenditure Depreciation
1100000
Gain Loss Investment
-11735000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,700,000
Assets Total Fixed
548681000
Assets Own Use
47219000
Assets Long Term Investment
501462000
Defined Benefit Pension Scheme
0
Assets Other Assets
£30,357,000
Assets Total Liabilities
£58,580,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£520,458,000
Creditors One Year Total Current
10060000
Creditors Falling Due After One Year
48520000
Assets Cash
£13,118,000
Funds Endowment
407104000
Funds Unrestricted
5793000
Funds Restricted
107561000
Funds Total
520458000
Count Employees
108
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 July 2020
Fin Period End Date
30 June 2021
Ar Due Date
30 April 2022
Ar Received Date
26 April 2022
Income Donations And Legacies
12731000
Income Other Trading Activities
0
Income Charitable Activities
6300000
Income Investments
15246000
Income Other
0
Income Total Income And Endowments
34277000
Income Legacies
101145
Income Endowments
11261000
Expenditure Raising Funds
£3,501,000
Expenditure Charitable Expenditure
£25,472,000
Expenditure Other
0
Expenditure Total
28973000
Expenditure Investment Management
1688000
Expenditure Grants Institution
0
Expenditure Governance
72000
Expenditure Support Costs
6524000
Expenditure Depreciation
690000
Gain Loss Investment
80690000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,200,000
Assets Total Fixed
568106000
Assets Own Use
31536000
Assets Long Term Investment
536570000
Defined Benefit Pension Scheme
-16887000
Assets Other Assets
£30,689,000
Assets Total Liabilities
£35,390,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£546,518,000
Creditors One Year Total Current
5390000
Creditors Falling Due After One Year
30000000
Assets Cash
£13,298,000
Funds Endowment
425452000
Funds Unrestricted
5199000
Funds Restricted
115867000
Funds Total
546518000
Count Employees
90
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Oxfordshire
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
United States
Parent Geographic Area Type
Continent
Parent Geographic Area Description
North America
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
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

08 Official extract

Charity Event History

Charity Name
RHODES TRUST - PUBLIC PURPOSES FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1966-02-24T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
RHODES TRUST ACTS 1946MAIN REPORTING CHARITY LINKED TO 314119 UNDER S96(6) FOR ACCOUNTING PURPOSES
Charitable Objects
TO APPLY INCOME AND/OR CAPITAL FOR PROMOTION OR ADVANCEMENT IN THE BRITISH COMMONWEALTH AND U S A OF EDUCATIONAL OR OTHER CHARITABLE PURPOSES IN ANY WAY THE TRUSTEES THINK FIT.
Area Of Benefit
BRITISH EMPIRE-COMMONWEALTH AND U S A

10 Official extract

Charity Other Names

Charity Name Id
66818
Charity Name Type
Working name
Charity Name
THE RHODES TRUST

11 Official extract

Charity Policy

Policy Name
Investing charity funds policy and procedures
Policy Name
Risk management
Policy Name
Social media policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints handling
Policy Name
Investment
Policy Name
Safeguarding policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Paying staff
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Campaigns and political activity policy and procedures