AMBROSE AND ANN APPELBE TRUST

Registered charity 208658 · accounts filings on the Charity Commission register

The assistance of junior or adult education, encouragement of educational travel, research of social conditions for the benefit of poorer classes, and the advancement of such objects being charitable as the trustees shall deem it.All of the funds are currently allocated and unsolicited applications will not be considered.

Causes: Education/training · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Latest income

£147k

Latest spending

£56k

Registered

1963

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £1,495,980.88, derived from investment income and donations, against total expenditure of £56,312.14. The trustees confirm the charity is a going concern and do not envisage future commitments exceeding annual income. No specific reserves policy target is stated, but the trustees are satisfied with the current reserve level.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investments (49% of income)

“Income for the year in the form of dividends and interest amounted to £72,104 (2024: £75,759)”

Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

Alexander Appelbe · trustee of 2 other charities
Dr LUCINDA HOBBY MD · trustee of 2 other charities
Felix APPELBE · trustee of 2 other charities
VALENTINE THOMAS · trustee of 2 other charities
William Thomas · trustee of 1 other charity

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2025	£147k	£56k
05/04/2024	£168k	£45k
05/04/2023	£112k	£50k
05/04/2022	£59k	£47k
05/04/2021	£51k	£52k

Common questions

Is AMBROSE AND ANN APPELBE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £1,495,980.88, derived from investment income and donations, against total expenditure of £56,312.14. The trustees confirm the charity is a going concern and do not envisage future commitments exceeding annual income. No specific reserves policy target is stated, but the trustees are satisfied with the current reserve level. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE AUBREY ORCHARD-LISLE CHARITABLE TRUST.

THE AUBREY ORCHARD-LISLE CHARITABLE TRUST income £107k
IAPS CHARITABLE TRUST income £197k
THE ROWLAND EDUCATIONAL FOUNDATION income £378k
THE NUCLEAR EDUCATION TRUST income £189k
THE JONGEN CHARITABLE TRUST income £22.3m
THE ANNANDALE CHARITABLE TRUST income £712k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
AMBROSE AND ANN APPELBE TRUST	£147k	—	unclear	—	no doubt
THE AUBREY ORCHARD-LISLE CHARITABLE TRUST FY2025	£107k	—	unclear	—	no doubt
IAPS CHARITABLE TRUST FY2025	£197k	—	above	—	no doubt
THE ROWLAND EDUCATIONAL FOUNDATION FY2025	£378k	—	above	—	no doubt
THE NUCLEAR EDUCATION TRUST FY2024	£189k	—	unclear	—	no doubt
THE JONGEN CHARITABLE TRUST FY2025	£22.3m	—	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.