E F BULMER TRUST
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds amounted to £1,772,206, with the trustees aiming to retain sufficient working capital to fund core activities for up to two years. The charity reported a net income of £52,647 before investment losses, which were £70,136, resulting in a net movement in funds of a loss. Total net assets stood at £18,061,929, comprising £16,289,723 in endowment funds and £1,772,206 in unrestricted funds.
What the accounts disclose
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Andrew Jeffries Major Patten
- Andrew Macleod Murray
- Harriet Cecilia MacLeod Murray
- Joseph Oliver Cooke
- Laurence Douglas Harvey Wood
- Matilda Sophie Morrogh - Ryan
- Penelope Jane Macleod Murray
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £521k | £469k |
| 31/03/2024 | £530k | £473k |
| 31/03/2023 | £396k | £297k |
| 31/03/2022 | £396k | £297k |
| 31/03/2021 | £285k | £256k |
Common questions
Is E F BULMER TRUST financially healthy?
The accounts state that unrestricted funds amounted to £1,772,206, with the trustees aiming to retain sufficient working capital to fund core activities for up to two years. The charity reported a net income of £52,647 before investment losses, which were £70,136, resulting in a net movement in funds of a loss. Total net assets stood at £18,061,929, comprising £16,289,723 in endowment funds and £1,772,206 in unrestricted funds. Its FY2025 accounts were audited by Kendall Wadley LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HAWTHORNE CHARITABLE TRUST | 1 | £17k |
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | 1 | £13k |
| SR & PH Southall Trust | 1 | £8k |
| G M MORRISON CHARITABLE TRUST | 1 | £4k |