THE BARRATT FAMILY CHARITABLE TRUST
General Charity activities in Norfolk
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £108,773 for the year, driven primarily by investment losses of £106,971. Per the trustees' report, free reserves decreased to £10,993 at year-end, while the total investment portfolio held £1,186,473. The trustees confirm there are no material uncertainties regarding the charity's ability to continue operating.
What the accounts disclose
“Donations of £100,041 (2024: £100,000) were received from Ollands Investments Ltd, a company of which C W L Barratt, S C L Barratt and W J Barratt are directors.” — page 15
Trustees
- CAROLINE BARRATT
- Charles William Legh Barratt
- Samuel Charles Legh Barratt
- WILLIAM JAMES BARRATT
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £134k | £135k |
| 05/04/2024 | £136k | £136k |
| 05/04/2023 | £35k | £32k |
| 05/04/2022 | £44k | £45k |
| 05/04/2021 | £27k | £19k |
Common questions
Is THE BARRATT FAMILY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £108,773 for the year, driven primarily by investment losses of £106,971. Per the trustees' report, free reserves decreased to £10,993 at year-end, while the total investment portfolio held £1,186,473. The trustees confirm there are no material uncertainties regarding the charity's ability to continue operating. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THREE PILLARS TRUST | 1 | £804k |
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £183k |
| NORTHUMBERLAND NATIONAL PARK FOUNDATION | 1 | £40k |
| THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUST | 1 | £27k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| UNSEEN (UK) | 1 | £15k |
| THE ALBERT GUBAY CHARITABLE FOUNDATION | 1 | £12k |
| DUCHY OF LANCASTER BENEVOLENT FUND | 1 | £5k |
Charities like this
- MISSES BARRIE CHARITABLE TRUST
- THE NATIONAL BENEVOLENT CHARITY
- THE BURDETT TRUST FOR NURSING
- The Grocott Family Foundation
- NORFOLK AND NORWICH FESTIVAL TRUST
- THE BARBOUR FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BARRATT FAMILY CHARITABLE TRUST | £134k | — | 0 | unclear | — | no doubt |
| MISSES BARRIE CHARITABLE TRUST | £212k | — | 0 | unclear | — | no doubt |
| THE NATIONAL BENEVOLENT CHARITY | £430k | — | — | unclear | — | no doubt |
| THE BURDETT TRUST FOR NURSING | £1.2m | — | 0 | above | — | no doubt |
| The Grocott Family Foundation | £926k | — | 0 | unclear | — | no doubt |
| NORFOLK AND NORWICH FESTIVAL TRUST | £1.9m | £80,001 - £90,000 | 1 | above | — | no doubt |