Charity Accounts Intelreading the accounts so you don’t have to

THE CAPRICORN FOUNDATION

Registered charity 1135174 · accounts filings on the Charity Commission register

Latest income
£5.2m
Latest spending
£7.2m
Registered
2010
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that total unrestricted funds increased to £239,844,000, supported by significant investment gains of £4,857,000. The charity maintains a strong liquidity position with £13,840,000 in cash and cash equivalents, while holding substantial fixed asset investments valued at £172,148,000. The trustees confirm adequate resources for the foreseeable future with no material uncertainties identified.

What the accounts disclose

Related-party transaction: Solicitor fees payable to firm where a Trustee is a consultant
“During the year, fees of £20,465 (2023: £30,840) were payable to a firm of solicitors for professional and administration services, a firm for which a Trustee acts as a consultant.” — page 29
“At the year end, included in other debtors, is an amount of £Nil (2023: £158,000) due from the residuary Estate of H J Hyams in respect of which two of the trustees are Executors.” — page 29
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Amount due from H J Hyams Estate
“During the year, fees of £20,465 (2023: £30,840) were payable to a firm of solicitors for professional and administration services, a firm for which a Trustee acts as a consultant.” — page 29
“At the year end, included in other debtors, is an amount of £Nil (2023: £158,000) due from the residuary Estate of H J Hyams in respect of which two of the trustees are Executors.” — page 29
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Sumer Auditco Limited.

Structured financials (annual return, FY ending 05/04/2025)

Total income
£5.2m
Total spending
£7.2m
Cost of raising funds
£534k
Reserves (reported)
£237.1m
Employees
0

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£5.2m£7.2m
05/04/2024£4.9m£5.7m
05/04/2023£4.4m£9.2m
05/04/2022£7.4m£4.4m
05/04/2021£2.9m£6.6m

Common questions

Is THE CAPRICORN FOUNDATION financially healthy?

The accounts state that total unrestricted funds increased to £239,844,000, supported by significant investment gains of £4,857,000. The charity maintains a strong liquidity position with £13,840,000 in cash and cash equivalents, while holding substantial fixed asset investments valued at £172,148,000. The trustees confirm adequate resources for the foreseeable future with no material uncertainties identified. Its FY2024 accounts were audited by Sumer Auditco 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
MARIA BJORNSON MEMORIAL FUND1£3k

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