Charity Accounts Intelreading the accounts so you don’t have to

IAN M FOULERTON CHARITABLE TRUST

Registered charity 1164969 · accounts filings on the Charity Commission register

The preservation conservation protection and restoration for public benefit of any building of historic architectural artistic or scientific interest and importance. The preservation protection conservation and restoration for public benefit of furniture pictures historic records books manuscripts. The advancement of the education of the public in buildings of historic architectural interest

Causes: General Charitable Purposes · Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · Get email alerts

Latest income
£53k
Latest spending
£137k
Registered
2015
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £1,347,676.77, which the trustees confirm were maintained at a level equating to approximately six months of expenditure. The charity reported a net loss of £93,648.87 for the year, driven by charitable grants and investment management costs exceeding incoming investment resources.

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

What the accounts disclose

Reserves policy: approximately six months expenditure (held: £1.3m)
“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, at a level which equates to approximately six months expenditure.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Irwin Mitchell LLP is the solicitor and is the wholly owner of the corporate trustee, Thomas Eggar Trust Corporation Ltd.
“Thomas Eggar Trust Corporation Limited (Trustee) is a trust company wholly owned by Irwin Mitchell LLP. During the year Irwin Mitchell LLP provided professional services to the Charity amounting to £17,280 (2024: £16,632). At the balance sheet date, nil (2024: nil) was outstanding in respect of these fees.” — page 14
Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£53k£137k
05/04/2024£56k£150k
05/04/2023£42k£170k
05/04/2022£48k£192k
05/04/2021£44k£159k

Common questions

Is IAN M FOULERTON CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,347,676.77, which the trustees confirm were maintained at a level equating to approximately six months of expenditure. The charity reported a net loss of £93,648.87 for the year, driven by charitable grants and investment management costs exceeding incoming investment resources. Its FY2025 accounts were independently examined.