THE MARGARET ROBERTSON CHARITABLE TRUST
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
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.
What the accounts disclose
“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
Structured financials (annual return, FY ending 31/12/2021)
Trustees
- Mark Patrick Robinsonchair
- DESMOND JOHN MAHER
- Paul Daniel Leadsom
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.