THE EGERTON ROAD TRUST

Registered charity 1057841 · accounts filings on the Charity Commission register

The policy of The Egerton Road Trust continues to be to derive its income from its investment property and donations from various institutions and to make donations in accordance with the TrustÔÇÖs objects.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Religious Activities · Amateur Sport · Economic/community Development/employment · Get email alerts

Latest income
£3.3m
Latest spending
£1.3m
Registered
1996
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves increased to £3,302,834, which the trustees consider maintains the charity's reserves policy target of three to six months' expenditure. The charity reported a net income of £2,038,920 for the period, driven by significant fair value gains on investment properties, while total expenditure was £1,290,113.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: between three and six month’s expenditure (held: £3.3m)
“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Glazers. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 30/06/2025)

Total income
£3.3m
Total spending
£1.3m
Reserves (reported)
£3.3m
Employees
0

Reported reserves equal ~30.7 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Other (52% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

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
30/06/2025£3.3m£1.3m
31/03/2024£800k£880k
31/03/2023£857k£1.0m
31/03/2022£545k£1.4m
31/03/2021£247k£275k

Common questions

Is THE EGERTON ROAD TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £3,302,834, which the trustees consider maintains the charity's reserves policy target of three to six months' expenditure. The charity reported a net income of £2,038,920 for the period, driven by significant fair value gains on investment properties, while total expenditure was £1,290,113. Its FY2025 accounts were audited by Glazers.

Who funds THE EGERTON ROAD TRUST?

Funders whose own accounts filings name THE EGERTON ROAD TRUST as a grant recipient include KAHAL CHASSIDIM BOBOV, TZEDOKOH VECHESED LIMITED, THE AA TRUST, IGO FOUNDATION LIMITED, KEREN CHASODIM LTD.

Shared trustees with funders

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
KAHAL CHASSIDIM BOBOVFY2025£75k
KAHAL CHASSIDIM BOBOVFY2023£68kSocial welfare
KAHAL CHASSIDIM BOBOVFY2024£64kMedical
KAHAL CHASSIDIM BOBOVFY2022£63kMedical
TZEDOKOH VECHESED LIMITEDFY2025£39k
THE AA TRUSTFY2024£25k
IGO FOUNDATION LIMITEDFY2023£20k
TZEDOKOH VECHESED LIMITEDFY2023£12k
KEREN CHASODIM LTDFY2022£12k
SHAAREI RACHAMIM LIMITEDFY2023£10k
E AND E KERNKRAUT CHARITIES LIMITEDFY2024£10k
SHAAREI RACHAMIM LIMITEDFY2024£10k
IGO FOUNDATION LIMITEDFY2022£10k
THE REGAL TRUST LIMITEDFY2022£10k
TRUEDENE CO LIMITEDFY2025£8kgeneral charitable purposes including the advancement of education and the relief of poverty
THE AA TRUSTFY2025£7k
THE REGAL TRUST LIMITEDFY2023£7kRelief of poverty/religious/educational purposes
KEREN CHASODIM LTDFY2023£6k
THE REGAL TRUST LIMITEDFY2024£3k

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund25/01/2006£5k4day Playaway Stay
The National Lottery Community Fund14/06/2004£5kThe BCC Cook Club

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE JD FOUNDATION1£561k
DILLHAVEN LIMITED1£92k
JOHN SWIRE 1989 CHARITABLE TRUST1£22k
J & J CHARITABLE TRUST LIMITED1£17k
KTRUST LIMITED1£12k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with EGERTON WILL TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE EGERTON ROAD TRUST£3.3m—0unclear—no doubt
EGERTON WILL TRUST FY2025£201k—0below—no doubt
OLD ETONIAN TRUST(THE) FY2025£422k——unclear—no doubt
ABN TRUST FY2025£175k—0unclear—no doubt
THE ROAD SAFETY TRUST FY2025£102.1m——unclear—no doubt
THE JOSEPH AND FRANCES CLARK TRUST FY2025£197k—0below—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.