ERSKINE MUTON TRUST FUND
The object of the charity is to further the religious and other charitable work of the Church of England as carried out in any church or churches in Dorset (excluding St Peters Church, Eype)
Objects
TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND AS CARRIED OUT IN ANY CHURCH OR CHURCHES IN DORSET (EXCLUDING ST PETER'S CHURCH, EYPE).
Financial health, per its FY2025 accounts
The accounts state that total funds amounted to £8,666,428, with free unrestricted reserves of £81,666. The trustees note that due to the availability of the expendable endowment fund, they do not consider it necessary to maintain significant free reserves. The charity reported a net movement in funds of £250,345 for the period, driven by investment income and gains.
What the accounts disclose
“During the period under review, Ludlow Trust Company (Southampton) Limited, formerly HSBC Trust Company (UK) Limited (see page 1), charged fees for the provision of administrative services of £62,742 (year ended 5 April 202: £47,619), shown in note 3. At the balance sheet £4,750 (year ended 5 April 2024: £6,161) is accrued and payable to the Ludlow Trust Company (Southampton) Limited. The fees are authorised under clause 6 of the trust deed.” — page 15
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 04/07/2025
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 04/07/2025 | £337k | £346k |
| 05/04/2024 | £187k | £292k |
| 05/04/2023 | £179k | £675k |
| 05/04/2022 | £177k | £430k |
| 05/04/2021 | £212k | £296k |
Common questions
Is ERSKINE MUTON TRUST FUND financially healthy?
Per its FY2025 accounts: The accounts state that total funds amounted to £8,666,428, with free unrestricted reserves of £81,666. The trustees note that due to the availability of the expendable endowment fund, they do not consider it necessary to maintain significant free reserves. The charity reported a net movement in funds of £250,345 for the period, driven by investment income and gains. Its FY2025 accounts were audited by Blue Spire Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BROADMEAD COMMUNITY CHURCH | 1 | £16k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £8k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SHERBORNE WITH CASTLETON | 1 | £2k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST.ANDREW'S,PRESTON WITH SUTTON POYNTZ | 1 | £1k |
Charities like this
- THE PRIEST'S HOUSE MUSEUM COLLECTIONS TRUST
- THE ERSKINE HILL CHARITABLE TRUST
- THE DORSET HISTORIC CHURCHES TRUST
- MISS E F RATHBONE CHARITABLE TRUST
- THE MAUD ELKINGTON CHARITABLE TRUST
- THE UDLINGTON TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ERSKINE MUTON TRUST FUND | £337k | — | 0 | unclear | — | no doubt |
| THE PRIEST'S HOUSE MUSEUM COLLECTIONS TRUST | £86k | — | 0 | unclear | — | no doubt |
| THE ERSKINE HILL CHARITABLE TRUST | £81k | — | 0 | unclear | — | no doubt |
| THE DORSET HISTORIC CHURCHES TRUST | £152k | — | 0 | unclear | — | no doubt |
| MISS E F RATHBONE CHARITABLE TRUST | £406k | — | 0 | below | — | no doubt |
| THE MAUD ELKINGTON CHARITABLE TRUST | £800k | — | 0 | unclear | — | no doubt |