THE ATHERTON FAMILY CHARITABLE TRUST

Registered charity 1156055 · accounts filings on the Charity Commission register

Supporting charities which are involved in education/training, the advancement of health/saving lives, disability and arts/culture/heritage/science. Donating to other charities carrying out these aims will enable it to specifically target its funds for those charities which they consider are carrying out worthwhile causes in these areas but which do not necessarily receive the funding required.

Objects

THE TRUST SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO PAY OR APPLY THE INCOME, AND (IF AND WHEN THE TRUSTEES IN THEIR DISCRETION THINK FIT) ALL OR ANY PARTS OR PARTS OF THE CAPITAL, TO OR FOR SUCH EXCLUSIVELY CHARITABLE OBJECTS OR PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Guildford, South East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that total unrestricted reserves stood at £6,089,991, an increase from the previous year's £5,641,543. The trustees' policy targets reserves equivalent to three months' average expenditure, a threshold significantly exceeded by the current balance. The charity reported a net movement in funds of £448,448, driven largely by investment gains, while maintaining a going concern status with no material uncertainties identified.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• RICHARD JOHN ATHERTONchair
• ANNABEL JANE CULL
• EMILY LOUISE ATHERTON
• JACQUELINE ATHERTON
• Robert Andrew Atherton
• STEVENS & BOLTON TRUSTEES LIMITED · trustee of 1 other charity

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE BROUGHTON FAMILY CHARITABLE TRUST.

• THE BROUGHTON FAMILY CHARITABLE TRUST income £225k
• THE COMPTON CHARITABLE TRUST income £62k
• THE WARSHAW FAMILY CHARITABLE TRUST income £28k
• THE ASHWORTH CHARITABLE TRUST income £201k
• THE STEVENSON FAMILY'S CHARITABLE TRUST income £397k
• THE CHARTERHOUSE CHARITABLE TRUST income £58k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.