THE MR AND MRS PHILIP RACKHAM CHARITABLE TRUST
Charitable donations to other Norfolk and Suffolk charities with particular preference given to the Samaritans and those associated with the support and relief of asthma sufferers as well as asthma research.
Financial health, per its FY2024 accounts
The accounts state that total funds increased to £1,776,719, driven by significant investment gains of £109,219. However, the unrestricted fund of £39,440 is explicitly noted as being below the trustees' policy target of maintaining 1-2 years of incoming resources. The charity relies on its endowment fund, which grew to £1,737,279, to cover charitable expenditure.
What the accounts disclose
“At 1 November 2024 this fund amounted to £39,440 (2023: £31,795), which is below the target of 1-2 years of incoming resources.”
“The firm of Birketts provided legal services during the year on normal commercial terms at a cost to the charity of £6,200 (2023: £5,681). Of this sum, £3,054 was outstanding at the year end (2023: £2,470). JS Jones is a partner at Birketts.” — page 17
“The firm of Barratt & Cooke, of which C W L Barratt is a non-executive director, provided stockbroker services. During the year they received and retained commissions and management fees amounting to £5,503 (2023: £5,672).” — page 17
“The firm of Birketts provided legal services during the year on normal commercial terms at a cost to the charity of £6,200 (2023: £5,681). Of this sum, £3,054 was outstanding at the year end (2023: £2,470). JS Jones is a partner at Birketts.” — page 17
“The firm of Barratt & Cooke, of which C W L Barratt is a non-executive director, provided stockbroker services. During the year they received and retained commissions and management fees amounting to £5,503 (2023: £5,672).” — page 17
Trustees
- JOHNATHAN TOBIAS DEVECI RUSH
- John Stuart Jones
- Samuel Joseph Matthews
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 01/11/2025 | £47k | £52k |
| 01/11/2024 | £46k | £38k |
| 01/11/2023 | £43k | £47k |
| 01/11/2022 | £48k | £147k |
| 01/11/2021 | £47k | £33k |
Common questions
Is THE MR AND MRS PHILIP RACKHAM CHARITABLE TRUST financially healthy?
Per its FY2024 accounts: The accounts state that total funds increased to £1,776,719, driven by significant investment gains of £109,219. However, the unrestricted fund of £39,440 is explicitly noted as being below the trustees' policy target of maintaining 1-2 years of incoming resources. The charity relies on its endowment fund, which grew to £1,737,279, to cover charitable expenditure. Its FY2024 accounts were independently examined.