The Rathbones Group Foundation
Financial health, per its FY2023 accounts
The accounts state that unrestricted funds increased to £1,502,870 at the end of the year, supported by a net movement in funds of £141,562. The trustees note that while investment income is modest, they have no concerns regarding the level of income produced. The charity maintains adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
Trustees
- Helen Carolynne Robertson Wilson
- RICHARD PATRICK LANYON
- ROBERT PAUL STOCKTON
- Rathbones Trust Company Limited
- Stuart Furzer
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £349k | £624k |
| 31/12/2023 | £377k | £300k |
| 31/12/2022 | £339k | £281k |
| 31/12/2021 | £325k | £209k |
| 31/12/2020 | £223k | £210k |
Common questions
Is The Rathbones Group Foundation financially healthy?
The accounts state that unrestricted funds increased to £1,502,870 at the end of the year, supported by a net movement in funds of £141,562. The trustees note that while investment income is modest, they have no concerns regarding the level of income produced. The charity maintains adequate resources to continue in operational existence for the foreseeable future. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| FRIENDS OF BOYAN TRUST | 1 | £143k |
| ALLAN AND NESTA FERGUSON CHARITABLE SETTLEMENT | 1 | £15k |
| BRUSHMILL LIMITED | 1 | £12k |
| GERSON BERGER ASSOCIATION LIMITED | 1 | £10k |