OLD WARWICKIAN TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 8 June 2011
Removed: Not supplied
Company number supplied: 07493784
Financial period: 1 February 2024 – 31 January 2025
Latest income: £68,892
Latest expenditure: £105,817
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: edmund house, rugby road, leamington spa, CV326EL

02 Activities

What the charity does

The advancement of education by the provision of grants for capital projects at Warwick School and/or to provide scholarships and bursaries to pupils and potential pupils of Warwick School so that more pupils benefit from education at Warwick School, irrespective of their families ability to pay fees.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 November 2025
Date Annual Return Received: 29 November 2025
Date Accounts Received: 29 November 2025
Total Gross Income: £68,892
Total Gross Expenditure: £105,817

Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 November 2024
Date Annual Return Received: 10 December 2024
Date Accounts Received: 10 December 2024
Total Gross Income: £77,447
Total Gross Expenditure: £99,496

Fin Period Start Date: 1 February 2022
Fin Period End Date: 31 January 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 November 2023
Date Annual Return Received: 17 October 2024
Date Accounts Received: 17 October 2024
Total Gross Income: £75,500
Total Gross Expenditure: £92,592

Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 November 2022
Date Annual Return Received: 19 October 2022
Date Accounts Received: 19 October 2022
Total Gross Income: £76,213
Total Gross Expenditure: £63,881

Fin Period Start Date: 1 February 2020
Fin Period End Date: 31 January 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 November 2021
Date Annual Return Received: 8 December 2021
Date Accounts Received: 8 December 2021
Total Gross Income: £73,092
Total Gross Expenditure: £61,793

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 February 2024
Fin Period End Date: 31 January 2025
Ar Due Date: 30 November 2025
Ar Received Date: 29 November 2025
Total Gross Income: £68,892
Total Gross Expenditure: £105,817
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 February 2023
Fin Period End Date: 31 January 2024
Ar Due Date: 30 November 2024
Ar Received Date: 10 December 2024
Total Gross Income: £77,447
Total Gross Expenditure: £99,496
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 February 2022
Fin Period End Date: 31 January 2023
Ar Due Date: 30 November 2023
Ar Received Date: 17 October 2024
Total Gross Income: £75,500
Total Gross Expenditure: £92,592
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: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Due Date: 30 November 2022
Ar Received Date: 19 October 2022
Total Gross Income: £76,213
Total Gross Expenditure: £63,881
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
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 February 2020
Fin Period End Date: 31 January 2021
Ar Due Date: 30 November 2021
Ar Received Date: 8 December 2021
Total Gross Income: £73,092
Total Gross Expenditure: £61,793
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
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: Warwickshire
Welsh Ind: No

06 Official extract

Charity Classification

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

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: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

07 Official extract

Charity Event History

Charity Name: OLD WARWICKIAN TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-06-08T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 14/01/2011
Charitable Objects: (1) THE ADVANCEMENT OF EDUCATION BY THE PROVISION OF GRANTS FOR CAPITAL PROJECTS AT WARWICK SCHOOL(2) TO PROVIDE SCHOLARSHIPS AND BURSARIES TO PUPILS AND POTENTIAL PUPILS OF WARWICK SCHOOL SO THAT MORE PUPILS BENEFIT FROM EDUCATION AT WARWICK SCHOOL IRRESPECTIVE OF THEIR FAMILIES ABILITY TO PAY FEES.
Area Of Benefit: NOT DEFINED (IN PRACTICE WARWICK SCHOOL)

09 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries