ERSKINE MUTON TRUST FUND

Registered charity 1130199 · accounts filings on the Charity Commission register

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).

Area of benefit: DORSET

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Religious Activities · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Winchester, South East, England (from the postcode on the register)

Latest income
£337k
Latest spending
£346k
Registered
2009
Accounts read
FY2025

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.

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

What the accounts disclose

Related-party transaction: Ludlow Trust Company (Southampton) Limited, formerly HSBC Trust Company (UK) Limited, 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.
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Blue Spire Limited. Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

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

Operates in: Dorset

Income and spending

Financial year endIncomeSpending
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

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 THE PRIEST'S HOUSE MUSEUM COLLECTIONS TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
ERSKINE MUTON TRUST FUND£337k—0unclear—no doubt
THE PRIEST'S HOUSE MUSEUM COLLECTIONS TRUST FY2025£86k—0unclear—no doubt
THE ERSKINE HILL CHARITABLE TRUST FY2025£81k—0unclear—no doubt
THE DORSET HISTORIC CHURCHES TRUST FY2025£152k—0unclear—no doubt
MISS E F RATHBONE CHARITABLE TRUST FY2025£406k—0below—no doubt
THE MAUD ELKINGTON CHARITABLE TRUST FY2025£800k—0unclear—no doubt

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