ST PETER'S FORMBY EDUCATIONAL TRUST 2015
1.Provision of items, services and facilities for Trinity St Peter's Primary (Aided) Primary School, and any school substantially serving Formby2.Promotion of education of persons in Formby in need of financial assistance and who are persons who are attending the school or have attended the school or are under 253.Provision of facilities for recreation for persons under 25 resident in Formby
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net movement in funds of £21,615 for the year, increasing its unrestricted reserves to £183,282. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity maintains a reserves policy target of 3 to 6 months' operating costs, against which the current unrestricted balance appears sufficient.
What the accounts disclose
“The charity aims to maintain reserves of between 3 to 6 months' worth of operating costs.”
Property (HM Land Registry)
Trustees
- Gillian Mary Holroyd
- Rev ANNE ELIZABETH TAYLOR
- Sarah Elizabeth Howard Gorman
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £49k | £30k |
| 31/12/2024 | £51k | £28k |
| 31/12/2023 | £49k | £31k |
| 31/12/2022 | £42k | £26k |
| 31/12/2021 | £37k | £18k |
Common questions
Is ST PETER'S FORMBY EDUCATIONAL TRUST 2015 financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net movement in funds of £21,615 for the year, increasing its unrestricted reserves to £183,282. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity maintains a reserves policy target of 3 to 6 months' operating costs, against which the current unrestricted balance appears sufficient. Its FY2025 accounts were independently examined.