P H HOLT FOUNDATION

Registered charity 1113708 · accounts filings on the Charity Commission register · also known as P H HOLT CHARITABLE TRUST

Charitable company incorporated on 6 March 2006 to receive assets and continue charitable activities of P H Holt Charitable Trust. Assets were transferred by gift on 31 March 2007. Commenced activity on 1 April 2007, primarily as a grant-maker specially interested in the needs of the inhabitants of Merseyside.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Environment/conservation/heritage · Economic/community Development/employment · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity is in good financial health with unrestricted reserves of £20,693,444 and total net assets of £23,948,917. The trustees confirm that the charity has adequate resources to continue in operation for the foreseeable future, with no material uncertainties identified by the auditors.

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

What the accounts disclose

Accounts audited by Mitchell Charlesworth (Audit) Limited. Discloses 4 of 6 completeness components.

Corporate structure

• Registered company of the charity Companies House 05731598

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• MACLEOD, David Alexander — director, appointed 29/08/2025on trustee list
• MCDONOUGH, Barbara — director, appointed 20/09/2024on trustee list
• TURNER, Neil Patrick — director, appointed 20/09/2024on trustee list
• SACKER, John David Daniel — director, appointed 20/09/2024on trustee list
• CROSS, Andrew James — director, appointed 14/06/2024on trustee list
• GRANT, Caroline Elizabeth — director, appointed 14/06/2024on trustee list
• MARTIN-WRIGHT, Lesley Carol — director, appointed 16/09/2016on trustee list
• MATTHEWS, Ian David — director, appointed 31/03/2014on trustee list
• CHRISTIE, Elspeth — director, appointed 18/07/2012on trustee list
• RAVENSCROFT, Kenneth James — director, appointed 06/10/2008not on trustee list
• CHRISTIE, Elspeth Victoria — secretary, appointed 11/12/2013

Official officers record.

Structured financials (annual return, FY ending 31/03/2024)

Reported reserves equal ~14.6 months of spending — above the median for charities its size (median 7.0 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

• ELSPETH CHRISTIEchair
• Andrew James Cross
• Barbara McDonough
• Caroline Elizabeth Grant
• David Alexander MacLeod
• IAN DAVID MATTHEWS
• John David Sacker
• KEN RAVENSCROFT · trustee of 1 other charity
• Lesley Carol Martin-Wright · trustee of 2 other charities
• Neil Patrick Turner · trustee of 1 other charity

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

Operates in: Knowsley · Liverpool City · Sefton · St Helens · Wirral

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with HOLTS HEALTH CENTRE FUND.

• HOLTS HEALTH CENTRE FUND income £266k
• JOHN HOLFORD'S CHARITY income £613k
• HULT INTERNATIONAL BUSINESS SCHOOL LTD income £19.7m
• THE PAH FAMILY CHARITABLE TRUST income £170k
• HA MEEM FOUNDATION income £496k
• HEDLEY FOUNDATION LIMITED income £1.5m

Side by side with its peers

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