THE DEREK RAPHAEL CHARITABLE TRUST

Registered charity 1063455 · accounts filings on the Charity Commission register

Donation of funds to charitable institutions.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Get email alerts

Latest income
£34k
Latest spending
£161k
Registered
1997
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Dividends and distributions (98% of income)
“Dividends and distributions 32,807” — page 11
Per its FY2025 accounts as filed with the Charity Commission.

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

Structured financials (annual return, FY ending 31/03/2021)

Total income
£848k
Total spending
£134k
Reserves (reported)
£5.0m
Employees
0

Per its annual return, largest income source: Investments (100% 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: 0.0% of total income.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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.