D D MCPHAIL CHARITABLE SETTLEMENT CIO
To benefit charitable institutions with charitable objectives in the UK without restriction. The trustees are requested to prefer the following objectives in making donations: The furtherance of medical research The care of the disabled, particularly disabled children The care of the aged and infirm
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £10,434,597, which the trustees consider sufficient to meet liabilities as they fall due. The charity reported a net expenditure of £476,163 for the year, driven by grant-making and a net loss on investment assets, resulting in a decrease in total funds from the previous year. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Dividend and distribution income received from UK investments was £203,389 (2024: £195,956). Income from the charity’s exposure to overseas investments is all derived from UK registered funds.” — page 18
Register events
- Received assets from another charity (23/04/2025)
Trustees
- George Henry Annesley de Courcy-Wheelerchair
- ANDREW DONALD MCPHAIL
- Ben Smith
- Edward Coley
- Helene Jelman
- Jane Brake
- Katherine Mary Alison Wright
- Olivia Mary Hancock
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £203k | £578k |
| 31/03/2024 | £196k | £224k |
| 31/03/2023 | £0 | £0 |
Common questions
Is D D MCPHAIL CHARITABLE SETTLEMENT CIO financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £10,434,597, which the trustees consider sufficient to meet liabilities as they fall due. The charity reported a net expenditure of £476,163 for the year, driven by grant-making and a net loss on investment assets, resulting in a decrease in total funds from the previous year. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Knox Cropper LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £183k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| THE ALBERT GUBAY CHARITABLE FOUNDATION | 1 | £12k |
| DUCHY OF LANCASTER BENEVOLENT FUND | 1 | £5k |
Charities like this
- MARGARET DAVIES CHARITY
- The Squire Patton Boggs Charitable Trust
- YAD VEACHISOMOCH L'CHAIM
- THE O'SULLIVAN FAMILY CHARITABLE TRUST
- THE GRAND CHARITY
- STOCKPORT NHS FOUNDATION TRUST GENERAL FUND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| D D MCPHAIL CHARITABLE SETTLEMENT CIO | £203k | — | 0 | unclear | — | no doubt |
| MARGARET DAVIES CHARITY | £275k | — | 0 | above | — | no doubt |
| The Squire Patton Boggs Charitable Trust | £234k | — | 0 | unclear | — | no doubt |
| YAD VEACHISOMOCH L'CHAIM | £834k | — | 0 | unclear | — | no doubt |
| THE O'SULLIVAN FAMILY CHARITABLE TRUST | £145k | — | 0 | unclear | — | no doubt |
| THE GRAND CHARITY | £804k | — | 0 | unclear | — | no doubt |