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THE SUNRISE (SIDMOUTH) CHARITABLE TRUST

Registered charity 1063278 · accounts filings on the Charity Commission register · filing overdue (register status)

The Trustees' grant making policy is to apply capital and income to named charities in accordance with the terms of the settlement deed.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Animals · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Latest income
£627k
Latest spending
£392k
Registered
1997
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £5,457,856, an increase from £4,642,429 in the prior year, driven by significant investment gains. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. The charity generated a net inflow of funds of £815,427 for the year ended 30 June 2024.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: a small balance of income (held: £5.5m)
“It is the Trustees' intention to reserve a small balance of income to enable them to respond quickly to appeals for significant support, where appropriate, the timing of which is unpredictable.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Payments to trustees: Rathbones Trust Company Limited received fees of £15,576 for administrative services.
“Rathbones Trust Company Limited received fees of £15,576 (£15,120 in 2023) including VAT for its services provision of administrative serves to the Charity.” — page 17
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Mrs M R Bould donated shares valued at £512,572.41.
“During the year Mrs M R Bould donated 18,000 Brown Advisory Funds US Growth shares with a value of £244,522.41, and 15,000 Intermediate Capital Group Plc Ordinary GBP0.2625 shares with a value of £268,050” — page 19
“Rathbones Trust Company Limited received fees of £15,576 (£15,120 in 2023) including VAT for its services provision of administrative serves to the Charity.” — page 17
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Rathbones Trust Company Ltd received £15,576 for administrative services.
“During the year Mrs M R Bould donated 18,000 Brown Advisory Funds US Growth shares with a value of £244,522.41, and 15,000 Intermediate Capital Group Plc Ordinary GBP0.2625 shares with a value of £268,050” — page 19
“Rathbones Trust Company Limited received fees of £15,576 (£15,120 in 2023) including VAT for its services provision of administrative serves to the Charity.” — page 17
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Rathbones Investment Management Ltd received £16,906 for investment management.
“During the year Mrs M R Bould donated 18,000 Brown Advisory Funds US Growth shares with a value of £244,522.41, and 15,000 Intermediate Capital Group Plc Ordinary GBP0.2625 shares with a value of £268,050” — page 19
“Rathbones Trust Company Limited received fees of £15,576 (£15,120 in 2023) including VAT for its services provision of administrative serves to the Charity.” — page 17
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Perrys Audit Limited. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 30/06/2024)

Total income
£627k
Total spending
£392k
Cost of raising funds
£17k
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (82% 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: 2.7% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Devon

Income and spending

Financial year endIncomeSpending
30/06/2025——
30/06/2024£627k£392k
30/06/2023£711k£382k
30/06/2022£919k£359k
30/06/2021£421k£364k

Common questions

Is THE SUNRISE (SIDMOUTH) CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £5,457,856, an increase from £4,642,429 in the prior year, driven by significant investment gains. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. The charity generated a net inflow of funds of £815,427 for the year ended 30 June 2024. Its FY2024 accounts were audited by Perrys Audit Limited.

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
MYISRAEL1£20k
THE BURBERRY FOUNDATION1£11k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE SUNRISE FOUNDATION CIO.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE SUNRISE (SIDMOUTH) CHARITABLE TRUST£627k—0above—no doubt
THE SUNRISE FOUNDATION CIO FY2025£271k—0unclear—no doubt
THE SUNRISE EDUCATION TRUST FY2025£466k—0unclear—no doubt
THE SUNSET CHARITABLE TRUST FY2024£148k—0unclear—no doubt
FUTURE SCOPE CHARITABLE TRUST FY2024£236k—0above—no doubt
The Rockspring Charitable Trust FY2025£1.5m—0unclear—no doubt

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