Charity Accounts Intelreading the accounts so you don’t have to

CLEOPATRA TRUST

Registered charity 1004551 · accounts filings on the Charity Commission register

The trust makes grants out of income towards charitable purposes, primarily through other charitable organisations.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Get email alerts

Latest income
£71k
Latest spending
£88k
Registered
1991
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted reserves of £12,974, which the trustees consider adequate to continue operations. Per the trustees' report, the charity's total net assets are £4,816,531, primarily held in an Expendable Endowment fund, with investment performance allowing for grant distributions. The trustees confirm that resources are sufficient to meet budgeted income and expenditure for the next 12 months.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: none
“Investment income during the year from investments and deposits totalled £71,478 (2023: £74,716).” — page 3
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: unclear (held: £13k)
“The trustees aim to ensure the charity will be able to continue to fulfil its charitable objectives, even if there is a temporary shortfall in income or unexpected expenditure.”
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£71k£88k
31/12/2023£75k£62k
31/12/2022£42k£70k
31/12/2021£30k£52k
31/12/2020£42k£61k

Common questions

Is CLEOPATRA TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds unrestricted reserves of £12,974, which the trustees consider adequate to continue operations. Per the trustees' report, the charity's total net assets are £4,816,531, primarily held in an Expendable Endowment fund, with investment performance allowing for grant distributions. The trustees confirm that resources are sufficient to meet budgeted income and expenditure for the next 12 months. Its FY2024 accounts were independently examined.