THE APETHORPE EDUCATIONAL TRUST
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.
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.
What the accounts disclose
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Cath Kitchen
- Fiona Furman
- ISABEL MCLAFFERTY WHITE
- MRS PENELOPE WHITE
- Rev BRENDAN KILLEEN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.