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ERSKINE MUTON TRUST FUND

Registered charity 1130199 · accounts filings on the Charity Commission 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.

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.

Trustees

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?

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.

FunderSimilar charities fundedAmount to them
THE IAN ASKEW CHARITABLE TRUST1£2k
THE ASHBURNHAM THANKSGIVING TRUST1£2k
THE MANCHESTER GUARDIAN SOCIETY CHARITABLE TRUST1£2k
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER'S CHURCH WESTHAMPNETT1£1k
PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY MAGDALENE & ST DENIS (MIDHURST)1£633
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, BALCOMBE1£300

Charities like this

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