ST. PHILOMENA'S CARSHALTON CHARITABLE TRUST
School Fundraising
Objects
THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION AND THE ADVANCEMENT OF EDUCATION IN THE ROMAN CATHOLIC RELIGION AND IN PARTICULAR THE PROVISION OF EDUCATIONAL FACILITIES IN SCHOOLS.
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds increased to £896,134, with free reserves standing at £732,057. The charity reported a net income surplus of £60,150 for the year, funded by voluntary donations and investment interest. The trustees confirm the entity is eligible for independent examination and have no stated material uncertainties regarding its financial health.
What the accounts disclose
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 04/10/2024, 247 days after the 31/01/2024 due date).
Property (HM Land Registry)
Trustees
- Jane Kulka
- Joseph Gannon
- MARIA NOONE
- Peter Bradbury
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £140k | £80k |
| 31/03/2024 | £154k | £54k |
| 31/03/2023 | £157k | £49k |
| 31/03/2022 | £164k | £163k |
| 31/03/2021 | £163k | £111k |
Common questions
Is ST. PHILOMENA'S CARSHALTON CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds increased to £896,134, with free reserves standing at £732,057. The charity reported a net income surplus of £60,150 for the year, funded by voluntary donations and investment interest. The trustees confirm the entity is eligible for independent examination and have no stated material uncertainties regarding its financial health. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE NISBET TRUST | 1 | £21k |
Charities like this
- WOLFSON HILLEL PRIMARY SCHOOL CHARITABLE TRUST
- M I CHARITABLE TRUST
- ST MICHAELS PREP SCHOOL PARENTS & FRIENDS ASSOCIATION
- BRADOST CHARITABLE TRUST
- THE CLIFTON HIGH SCHOOL FOUNDATION
- POLDEN GOSPEL HALL TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ST. PHILOMENA'S CARSHALTON CHARITABLE TRUST | £140k | — | 0 | unclear | — | no doubt |
| WOLFSON HILLEL PRIMARY SCHOOL CHARITABLE TRUST | £460k | — | 0 | within | — | no doubt |
| M I CHARITABLE TRUST | £21k | — | 0 | unclear | — | no doubt |
| ST MICHAELS PREP SCHOOL PARENTS & FRIENDS ASSOCIATION | £29k | — | 0 | unclear | — | no doubt |
| BRADOST CHARITABLE TRUST | £39k | — | 0 | unclear | — | no doubt |
| THE CLIFTON HIGH SCHOOL FOUNDATION | £286k | — | 0 | unclear | — | no doubt |