THE APETHORPE EDUCATIONAL TRUST

Registered charity 1058504 · accounts filings on the Charity Commission register

The Trust gives financial aid and support to children and young people for their education and training.

Objects

SUBJECT TO CLAUSE 6 HEREOF THE TRUSTEES SHALL APPLY THE TRUST FUND AND THE INCOME THEROF.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Prevention Or Relief Of Poverty · Get email alerts

Latest income
£40k
Latest spending
£58k
Registered
1996
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity generated total income receipts of £40,157 and incurred total payments of £57,719, resulting in an excess of receipts over payments of £7,707. Per the statement of assets and liabilities, the charity holds unrestricted monetary assets of £37,193 and investment assets valued at £2,224,832, with minor liabilities of £1,050. The trustees report that the investment portfolio is diverse and performing well, with a market value of £3,496,484.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

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

Operates in: Northamptonshire

Income and spending

Financial year endIncomeSpending
28/02/2025£40k£58k
29/02/2024£38k£46k
28/02/2023£38k£44k
28/02/2022£31k£44k
28/02/2021£29k£42k

Common questions

Is THE APETHORPE EDUCATIONAL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity generated total income receipts of £40,157 and incurred total payments of £57,719, resulting in an excess of receipts over payments of £7,707. Per the statement of assets and liabilities, the charity holds unrestricted monetary assets of £37,193 and investment assets valued at £2,224,832, with minor liabilities of £1,050. The trustees report that the investment portfolio is diverse and performing well, with a market value of £3,496,484. Its FY2025 accounts were independently examined.