THE CHARLES BROTHERTON TRUST
Provision of grants to recognised organisations - no grants to individuals - in the supported geographical areas.The Charity provides assistance to young people to encourage training, education, and the improvement of their recreation activities. It also supports the elderly and disabled with community support.Priority is given to supporting local organisations.
Financial health, per its FY2025 accounts
The accounts state that the Trust maintains a small income reserve of less than £10,000 to ensure even distribution of income to beneficiaries. Per the trustees' report, the Trust is not exposed to supporting beneficiaries beyond available income and relies on professional investment management to minimize risk.
What the accounts disclose
“A small income reserve of less than £10,000 is maintained to ensure that an even distribution of income can be maintained for the beneficiaries.” — page 3
Trustees
- Helen Brotherton-Lloydchair
- CHRISTOPHER BROTHERTON-RATCLIFFE
- DAVID RATCLIFFE BROTHERTON
- Dominic Jones
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £74k | £72k |
| 31/03/2024 | £67k | £72k |
| 31/03/2023 | £73k | £71k |
| 31/03/2022 | £67k | £76k |
| 31/03/2021 | £67k | £74k |
Common questions
Is THE CHARLES BROTHERTON TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Trust maintains a small income reserve of less than £10,000 to ensure even distribution of income to beneficiaries. Per the trustees' report, the Trust is not exposed to supporting beneficiaries beyond available income and relies on professional investment management to minimize risk. Its FY2025 accounts were independently examined.