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

THE CHARLOTTE AITKEN TRUST

Registered charity 1187395 · accounts filings on the Charity Commission register

Latest income
£712k
Latest spending
£667k
Registered
2020
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted free reserves of £6,730,903, which represents a significant increase from the previous year's £6,399,850. Per the trustees' report, the organization is executing a 'Spend Down plan' with the intention of distributing its endowment funds over the next six years, rather than maintaining a permanent fund. The charity is fully funded by investment returns from its endowment and does not actively fundraise from the public.

What the accounts disclose

Accounts audited by PKF Francis Clark.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£712k
Total spending
£667k
Cost of raising funds
£37k
Reserves (reported)
£7.6m
Employees
1

Reported reserves equal ~136.7 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Trustees

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£712k£667k
31/12/2023£245k£398k
31/12/2022£7.8m£244k
30/06/2021£25k£25k

Common questions

Is THE CHARLOTTE AITKEN TRUST financially healthy?

The accounts state that the charity holds unrestricted free reserves of £6,730,903, which represents a significant increase from the previous year's £6,399,850. Per the trustees' report, the organization is executing a 'Spend Down plan' with the intention of distributing its endowment funds over the next six years, rather than maintaining a permanent fund. The charity is fully funded by investment returns from its endowment and does not actively fundraise from the public. Its FY2024 accounts were audited by PKF Francis Clark.

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.

FunderSimilar charities fundedAmount to them
THE ALBERT DAWSON EDUCATIONAL TRUST1£23k

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Semantically similar by activities and financial character, from our analysed corpus. Compare with THE GUY AND ELINOR MEYNELL CHARITABLE TRUST.