THE MARGARET ROBERTSON CHARITABLE TRUST

Registered charity 1193031 · accounts filings on the Charity Commission register

The advancement of funds to promote the objects of the following charities:1. The Greyhound Trust (RCN269668) of "Peeks", Brook Lane, Horley, Surrey, RU6 9SX2. Queenscourt Hospice (RCN 518801) of Town Lane, Southport, PR8 6RE3. Southport Offshore Rescue Trust (RCN1146805) of the Lifeboat House, Esplanade, Southport, PR8 1RX

Causes: The Advancement Of Health Or Saving Of Lives · Animals · Get email alerts

Latest income
£138k
Latest spending
£378k
Registered
2021
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted funds decreased from £3,479,493 to £3,239,047 due to charitable expenditures of £321,752 and investment management costs of £56,198, partially offset by investment income of £137,584. The trustees confirm the charity has adequate resources to continue in operational existence for the foreseeable future. The charity has no employees and relies on investment returns to fund grants to three beneficiary charities.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Related-party transaction: Donations received from Margaret Robertson's Estate
“In the year there were donations received from Margaret Robertson's Estate £nil (2023: £15,987). The Executors of the Estate have overlap with the Trustee's for the Margaret Robertson Charitable Trust.” — page 16
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2021)

Total income
£4.8m
Total spending
£746k
Cost of raising funds
£250k
Reserves (reported)
£4.3m
Employees
0

Reported reserves equal ~68.6 months of spending — in the top quarter for charities its size (median 7.1 months; benchmarks).

Per its annual return, cost of raising funds: 5.2% of total income — above the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Sefton

Income and spending

Financial year endIncomeSpending
31/12/2024£138k£378k
31/12/2023£158k£475k
31/12/2022£142k£359k
31/12/2021£4.8m£746k

Common questions

Is THE MARGARET ROBERTSON CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted funds decreased from £3,479,493 to £3,239,047 due to charitable expenditures of £321,752 and investment management costs of £56,198, partially offset by investment income of £137,584. The trustees confirm the charity has adequate resources to continue in operational existence for the foreseeable future. The charity has no employees and relies on investment returns to fund grants to three beneficiary charities. Its FY2024 accounts were independently examined.