LADY MONICA COCKFIELD MEMORIAL TRUST
Educational grant making trust
Objects
THE PROMOTION OF EDUCATION AND IN PARTICULAR IN EUROPEAN STUDIES AND RELATED SUBJECTS
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £1,538,638, which the trustees note are relied upon to cover charitable activities and other costs. The charity reported a net expenditure of £19,727 for the year, funded by investment income and gains. Future charitable commitments over two years are disclosed at £83,000.
What the accounts disclose
“The Charity holds reserves to cover its Charitable activities and other costs. The Charity relies on its reserves and capital investment growth to cover expenditure.” — page 4
“The Charity relies on its reserves and capital investment growth to cover expenditure.” — page 4
“Professional Fees of £3,893.40 were payable to Smyth Barkham LLP for Administration Services in respect of the year ended 5 April 2025. Diana M Rawstron, a Trustee of this Charity, is a consultant at Smyth Barkham LLP (2023/2024 £3,674.40). - 13 -” — page 15
Policies the charity declares
- Conflicting interests
- Investing charity funds policy and procedures
- Investment
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £46k | £77k |
| 05/04/2024 | £44k | £79k |
| 05/04/2023 | £47k | £77k |
| 05/04/2022 | £46k | £36k |
| 05/04/2021 | £35k | £27k |
Common questions
Is LADY MONICA COCKFIELD MEMORIAL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,538,638, which the trustees note are relied upon to cover charitable activities and other costs. The charity reported a net expenditure of £19,727 for the year, funded by investment income and gains. Future charitable commitments over two years are disclosed at £83,000. Its FY2025 accounts were independently examined.