THE EARLE AND STUART CHARITABLE TRUST
Grant making for general charitable purposes.
Financial health, per its FY2025 accounts
The accounts state that the charity holds total funds of £4,135,413, comprising an expendable endowment fund of £4,127,672 and unrestricted funds of £7,741. The trustees consider it acceptable to hold low levels of unrestricted funds because the endowment is expendable, and the balance fluctuates depending on grant needs. The charity reported a net movement in funds of £468,038, driven by significant investment gains, while maintaining a going concern status with adequate resources for the foreseeable future.
What the accounts disclose
“The Charity's principal source of income is derived from its investments, the income from which was £83,247” — page 5
“As the endowment is expendable, the Trustees consider it acceptable to hold no or low levels of unrestricted funds, and the balance will fluctuate depending on the need of grant receiving charities or appeals for specific projects.” — page 6
Trustees
- JAMES KENRICK MORGAN
- MRS ANNE RICHARDSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/10/2025 | £83k | £98k |
| 31/10/2024 | £83k | £131k |
| 31/10/2023 | £80k | £109k |
| 31/10/2022 | £88k | £99k |
| 31/10/2021 | £80k | £167k |
Common questions
Is THE EARLE AND STUART CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds total funds of £4,135,413, comprising an expendable endowment fund of £4,127,672 and unrestricted funds of £7,741. The trustees consider it acceptable to hold low levels of unrestricted funds because the endowment is expendable, and the balance fluctuates depending on grant needs. The charity reported a net movement in funds of £468,038, driven by significant investment gains, while maintaining a going concern status with adequate resources for the foreseeable future. Its FY2025 accounts were independently examined.