THE AA TRUST
makes grants to institutions advancing the objectives of the charity.
Financial health, per its FY2025 accounts
The accounts state that the charity's financial position is satisfactory, with total unrestricted reserves of £1,788,100. However, the charity reported a net deficit of £54,082 for the year, resulting in a decrease in total funds from £1,842,182 to £1,788,100. The charity's principal income was generated from investment properties, which aggregated £187,504 in net income.
What the accounts disclose
“It is the policy of the charity to maintain unrestricted funds at a level which the Trustees consider appropriate after taking account of its future commitments.” — page 4
“Donations received includes amounts aggregating £11,520 of donations from companies connected to the Trustees. No conditions were attached to any of the donations.” — page 14
“Included in Other creditors falling due within one year are amounts aggregating £83,304 due to companies with directors in common with this charitable company.” — page 14
“Donations received includes amounts aggregating £11,520 of donations from companies connected to the Trustees. No conditions were attached to any of the donations.” — page 14
“Included in Other creditors falling due within one year are amounts aggregating £83,304 due to companies with directors in common with this charitable company.” — page 14
Trustees
- ABRAHAM LIPSCHITZchair
- DENA OST
- Esther Lipschitz
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £264k | £318k |
| 30/09/2024 | £286k | £299k |
| 30/09/2023 | £295k | £244k |
| 30/09/2022 | £229k | £226k |
| 31/10/2021 | £265k | £259k |
Common questions
Is THE AA TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity's financial position is satisfactory, with total unrestricted reserves of £1,788,100. However, the charity reported a net deficit of £54,082 for the year, resulting in a decrease in total funds from £1,842,182 to £1,788,100. The charity's principal income was generated from investment properties, which aggregated £187,504 in net income. Its FY2025 accounts were independently examined.
Who funds THE AA TRUST?
Funders whose own accounts filings name THE AA TRUST as a grant recipient include IGO FOUNDATION LIMITED, WOODLANDS GREEN LTD.
Shared trustees with funders
- ABRAHAM LIPSCHITZ — trustee here and at IGO FOUNDATION LIMITED
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| IGO FOUNDATION LIMITED | FY2025 | £10k | |
| WOODLANDS GREEN LTD | FY2025 | £9k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SWIRE 2765 | 1 | £737k |
| BACON FOUNDATION LTD | 1 | £60k |
| THE ORP FOUNDATION | 1 | £10k |
| THE ROTHERMERE FOUNDATION | 1 | £10k |
| KEREN TRUST | 1 | £5k |
Charities like this
- ASSOCIATION FOR INFORMATION TECHNOLOGY TRUST
- THE A. H. TRUST
- AUTOMOBILE ASSOCIATION CHARITABLE TRUST FOR ROAD SAFETY AND THE ENVIRONMENT
- H M SASSOON CHARITABLE TRUST
- THE AJS CHARITABLE TRUST
- THE ECOLOGY TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE AA TRUST | £264k | — | 0 | unclear | — | no doubt |
| ASSOCIATION FOR INFORMATION TECHNOLOGY TRUST | £190k | — | 0 | unclear | — | no doubt |
| THE A. H. TRUST | £359k | — | — | unclear | — | no doubt |
| AUTOMOBILE ASSOCIATION CHARITABLE TRUST FOR ROAD SAFETY AND THE ENVIRONMENT | £148k | — | 0 | unclear | — | no doubt |
| H M SASSOON CHARITABLE TRUST | £124k | — | 0 | unclear | — | no doubt |
| THE AJS CHARITABLE TRUST | £157k | — | 0 | unclear | — | no doubt |