THE ATHERTON FAMILY CHARITABLE TRUST
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.
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves stood at £5,641,543, which is above the stated policy target of three months' average expenditure. The charity reported a net movement in funds of £379,746 driven by investment gains, with total income of £103,646 and charitable expenditure of £64,089.
What the accounts disclose
“it is anticipated that the level of cash reserves should be in the region of a sum equivalent to three months' average expenditure”
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?
Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £5,641,543, which is above the stated policy target of three months' average expenditure. The charity reported a net movement in funds of £379,746 driven by investment gains, with total income of £103,646 and charitable expenditure of £64,089. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| UBS UK Donor-Advised Foundation | 1 | £1.3m |
| ZOREYA TZEDOKOS | 1 | £164k |
| THE GREEN ROOM CHARITABLE TRUST | 1 | £142k |
| THREE PILLARS TRUST | 1 | £71k |
| THE BRANCH TRUST, CHIPPING NORTON (CIO) | 1 | £5k |
Charities like this
- GIVINGWORKS
- THE TAYLOR FAMILY FOUNDATION
- THE FAMILY RICH CHARITIES TRUST
- THE MATHER FAMILY CHARITABLE TRUST
- THE HINTZE FAMILY CHARITABLE FOUNDATION
- ARBUTHNOTT CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ATHERTON FAMILY CHARITABLE TRUST | £104k | — | 0 | unclear | — | no doubt |
| GIVINGWORKS | £1.4m | — | 0 | unclear | — | no doubt |
| THE TAYLOR FAMILY FOUNDATION | £1.7m | more than £70,000 | 1 | unclear | — | no doubt |
| THE FAMILY RICH CHARITIES TRUST | £138k | — | 0 | unclear | — | no doubt |
| THE MATHER FAMILY CHARITABLE TRUST | £607k | — | 0 | unclear | — | no doubt |
| THE HINTZE FAMILY CHARITABLE FOUNDATION | £688k | — | 0 | unclear | — | no doubt |