THE SUNRISE (SIDMOUTH) CHARITABLE TRUST
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.
What the accounts disclose
“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
“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
“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
“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
“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
Structured financials (annual return, FY ending 30/06/2024)
Trustees
- ALISON MARIA FORGE
- Barrie Anthony Tyler
- MARGUERITE ROSEMARY BOULD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
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.