THE ELM TREE TRUST

Registered charity 1072197 · accounts filings on the Charity Commission register

The Funds are to be applied for or towards such charitable purposes at such time or times and in such manner as the Trustees shall in their absolute discretion think fit. The objectives are fulfilled by the Trustees through consideration of appeals and making grants or donations in response thereto.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£214k

Latest spending

£548k

Registered

1998

Accounts read

FY2025

Financial health, per its FY2025 accounts

The charity's total funds decreased significantly to £328,191, driven by a large increase in charitable donations and investment losses. Unrestricted reserves dropped to £0, while the majority of funds are held as Expendable Endowment. The accounts state there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Related-party transaction: Rathbones Trust Company served as a Trustee during the year, of which a payment of £6,690 was accrued (£4,330 in 2024) to Rathbones Trust Company as detailed in note 12.

“Rathbones Trust Company served as a Trustee during the year, of which a payment of £6,690 was accrued (£4,330 in 2024) to Rathbones Trust Company as detailed in note 12. Nancy Naidoo served as a Trustee during the year, and donated shares to the Trust valued at £200,117 (£49,999 in 2024) as detailed in note 3.” — page 15

“Nancy Naidoo served as a Trustee during the year, and donated shares to the Trust valued at £200,117 (£49,999 in 2024) as detailed in note 3.” — page 15

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Nancy Naidoo served as a Trustee during the year, and donated shares to the Trust valued at £200,117 (£49,999 in 2024) as detailed in note 3.

“Rathbones Trust Company served as a Trustee during the year, of which a payment of £6,690 was accrued (£4,330 in 2024) to Rathbones Trust Company as detailed in note 12. Nancy Naidoo served as a Trustee during the year, and donated shares to the Trust valued at £200,117 (£49,999 in 2024) as detailed in note 3.” — page 15

“Nancy Naidoo served as a Trustee during the year, and donated shares to the Trust valued at £200,117 (£49,999 in 2024) as detailed in note 3.” — page 15

Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

Helen Clark
NANCY NAIDOO
Rathbones Trust Company Limited · trustee of 9 other charities

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/03/2025	£214k	£548k
31/03/2024	£61k	£34k
31/03/2023	£8k	£27k
31/03/2022	£60k	£34k
31/03/2021	£55k	£125k

Common questions

Is THE ELM TREE TRUST financially healthy?

Per its FY2025 accounts: The charity's total funds decreased significantly to £328,191, driven by a large increase in charitable donations and investment losses. Unrestricted reserves dropped to £0, while the majority of funds are held as Expendable Endowment. The accounts state there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.

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.

Funder	Similar charities funded	Amount to them
BRITISH HEN WELFARE TRUST	1	£15k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with BRAMPTON CHARITABLE TRUST.

BRAMPTON CHARITABLE TRUST income £101k
ROCKCLIFFE CHARITABLE TRUST income £491k
THE WILLOW TREE TRUST income £184k
THE BLANES TRUST income £112k
GERALD PALMER ELING TRUST COMPANY income £2.3m
THE BAY TREE CHARITABLE TRUST income £165k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE ELM TREE TRUST	£214k	—	unclear	—	no doubt
BRAMPTON CHARITABLE TRUST FY2025	£101k	—	unclear	—	no doubt
ROCKCLIFFE CHARITABLE TRUST FY2024	£491k	—	unclear	—	no doubt
THE WILLOW TREE TRUST FY2024	£184k	—	above	—	no doubt
THE BLANES TRUST FY2025	£112k	—	unclear	—	no doubt
GERALD PALMER ELING TRUST COMPANY FY2025	£2.3m	—	unclear	—	no doubt

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