ROKEBY CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 2 January 1969
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £10,910
Latest expenditure: £10,299
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 31 Elsee Road, RUGBY, Warwickshire, CV21 3BA

02 Activities

What the charity does

To provide educational assistance to pupils at Rugby School and other schools in Rugby. To respond to requests for funding from groups and individuals requiring financial assistance in the Rugby Area.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 2 April 2026
Total Gross Income: £10,910
Total Gross Expenditure: £10,299

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 15 March 2025
Total Gross Income: £10,632
Total Gross Expenditure: £10,969

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 2 July 2024
Total Gross Income: £10,252
Total Gross Expenditure: £10,365

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 30 June 2023
Total Gross Income: £8,670
Total Gross Expenditure: £10,130

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 3 March 2022
Total Gross Income: £8,286
Total Gross Expenditure: £7,216

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 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 2 April 2026
Total Gross Income: £10,910
Total Gross Expenditure: £10,299
Grant Making Is Main Activity: Yes
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 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 15 March 2025
Total Gross Income: £10,632
Total Gross Expenditure: £10,969
Grant Making Is Main Activity: Yes
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: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 2 July 2024
Total Gross Income: £10,252
Total Gross Expenditure: £10,365
Grant Making Is Main Activity: Yes
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
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Warwickshire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

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

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

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

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: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

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

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

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

07 Official extract

Charity Event History

Charity Name: ROKEBY CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1969-01-02T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 20TH NOVEMBER 1968
Charitable Objects: FOR GENERAL CHARITABLE PURPOSES.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Paying staff