THE ATHERTON FAMILY CHARITABLE TRUST
Latest income
£104k
Latest spending
£106k
Registered
2014
Accounts read
FY2023
Financial health, per its FY2023 accounts
The accounts state that unrestricted reserves stood at £5,421,797, which is above the stated policy target of three months' average expenditure. The charity reported a net movement in funds of £234,148 driven by investment gains, despite charitable expenditure exceeding income from operations.
What the accounts disclose
Reserves policy: three months' average expenditure (held: £5.4m)
“it is anticipated that the level of cash reserves should be in the region of a sum equivalent to three months' average expenditure”
Per its FY2023 accounts as filed with the Charity Commission.
Trustees
- RICHARD JOHN ATHERTONchair
- ANNABEL JANE CULL
- EMILY LOUISE ATHERTON
- JACQUELINE ATHERTON
- Robert Andrew Atherton
- STEVENS & BOLTON TRUSTEES LIMITED
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £104k | £106k |
| 31/12/2023 | £83k | £126k |
| 31/12/2022 | £95k | £118k |
| 31/12/2021 | £133k | £149k |
| 31/12/2020 | £121k | £152k |
Common questions
Is THE ATHERTON FAMILY CHARITABLE TRUST financially healthy?
The accounts state that unrestricted reserves stood at £5,421,797, which is above the stated policy target of three months' average expenditure. The charity reported a net movement in funds of £234,148 driven by investment gains, despite charitable expenditure exceeding income from operations. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ZOREYA TZEDOKOS | 1 | £164k |
| THREE PILLARS TRUST | 1 | £71k |
| THE BRANCH TRUST, CHIPPING NORTON (CIO) | 1 | £5k |