THE CHARLES BROTHERTON TRUST

Registered charity 227067 · accounts filings on the Charity Commission register

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.

Objects

(A)ADVANCEMENT OF EDUCATION IN THE CITIES OF LEEDS BIRMINGHAM LIVERPOOL WAKEFIELD YORK AND THE BOROUGH OF BEBINGTON (CHESHIRE) AND IN EACH CASE ANY EXTENSION OF THE AREA WHICH MAY BE MADE.(B)TRAINING AND EDUCATION OF YOUNG PERSONS(C)FURTHERANCE OF MEDICAL AND SURGICAL RESEARCH IN THE NAMED PLACES.(D)ESTABLISHMENT AND MAINTENANCE OF OR CONTRIBUTION TO MEDICAL OR SURGICAL CHARITIES IN THE NAMED PLACES.(E)ANY OTHER CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF THE NAMED PLACES.

Area of benefit: SEE OBJECTS

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Amateur Sport · website · Get email alerts

Financial health, per its FY2026 accounts

The accounts state that the Trust maintains a small income reserve of less than £10,000 to ensure even distribution to beneficiaries. Per the trustees' report, the Trust relies on investment income generated from a professionally managed endowment fund and does not seek public donations. The independent examiner confirmed that no material matters were found that would cause concern regarding the accounts.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• Helen Brotherton-Lloydchair
• CHRISTOPHER BROTHERTON-RATCLIFFE · trustee of 1 other charity
• DAVID RATCLIFFE BROTHERTON · trustee of 1 other charity
• Dominic Jones

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

Operates in: Birmingham City · City Of Wakefield · City Of York · Leeds City · Liverpool City · Wirral

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CHESTERHILL CHARITABLE TRUST LIMITED.

• CHESTERHILL CHARITABLE TRUST LIMITED income £107k
• THE BRELMS TRUST CIO income £59k
• THE CHALDEAN CHARITABLE TRUST income £7k
• THE BOWLAND CHARITABLE TRUST income £84k
• BROADMEAD TRUST FUND income £32k
• THE MAYOR OF MERTON'S CHARITABLE TRUST income £63k

Side by side with its peers

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