THE MONICA RABAGLIATI CHARITABLE TRUST
Grant making Trust
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net decrease in funds of £57,492.21 for the year ended 5 April 2025, driven by a significant drop in investment income and the payment of £48,890.69 in investment management fees. Despite this expenditure exceeding incoming resources, the charity holds unrestricted reserves of £1,836,411.72 and expendable endowment funds of £2,108,632.18, which the Trustees consider appropriate to meet current activities and cover short-term liabilities.
What the accounts disclose
Trustees
- ROBERT MCLEAN
- SG KLEINWORT HAMBROS TRUST CO LTD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £86k | £141k |
| 05/04/2024 | £83k | £118k |
| 05/04/2023 | £65k | £101k |
| 05/04/2022 | £55k | £61k |
| 05/04/2021 | £84k | £55k |
Common questions
Is THE MONICA RABAGLIATI CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net decrease in funds of £57,492.21 for the year ended 5 April 2025, driven by a significant drop in investment income and the payment of £48,890.69 in investment management fees. Despite this expenditure exceeding incoming resources, the charity holds unrestricted reserves of £1,836,411.72 and expendable endowment funds of £2,108,632.18, which the Trustees consider appropriate to meet current activities and cover short-term liabilities. Its FY2025 accounts were independently examined.