THE DEREK RAPHAEL CHARITABLE TRUST
Donation of funds to charitable institutions.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted free reserves of £5,272,361, which the trustees deem adequate to meet current expenditure. However, the charity experienced a net decrease in funds of £225,726 due to a £98,488 loss on investment revaluations and charitable donations exceeding investment income. The trustees note that future dividend income from unquoted shares is not guaranteed, with no dividends expected in the next financial year.
What the accounts disclose
“Dividends and distributions 32,807” — page 11
Structured financials (annual return, FY ending 31/03/2021)
Trustees
- Andrew David Raphael
- ENID MARY RAPHAEL
- Peter Raphael
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £34k | £161k |
| 31/03/2024 | £35k | £188k |
| 31/03/2023 | £44k | £151k |
| 31/03/2022 | £35k | £176k |
| 31/03/2021 | £848k | £134k |
Common questions
Is THE DEREK RAPHAEL CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted free reserves of £5,272,361, which the trustees deem adequate to meet current expenditure. However, the charity experienced a net decrease in funds of £225,726 due to a £98,488 loss on investment revaluations and charitable donations exceeding investment income. The trustees note that future dividend income from unquoted shares is not guaranteed, with no dividends expected in the next financial year. Its FY2025 accounts were independently examined.