Charity Accounts Intelreading the accounts so you don’t have to

ROBERT STEPHENSON'S CHARITIES

Registered charity 230795 · accounts filings on the Charity Commission register · also known as THE STEPHENSON TRUST

Latest income
£144k
Latest spending
£229k
Registered
1965
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves total £2,072,414, which meets the trustees' policy target of six months' expenditure excluding charitable donations. The charity reported a net loss of £85,621 for the year, primarily due to costs associated with obtaining planning permissions and selling a property, though investment values increased significantly. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.

What the accounts disclose

Reserves policy: six months expenditure, excluding charitable donations (held: £2.1m)
“The trustees’ target for the level of reserves not invested in tangible fixed assets is to be a minimum of 6 months expenditure, excluding charitable donations” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Trustees

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

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
05/04/2025£144k£229k
05/04/2024£154k£165k
05/04/2023£164k£136k
05/04/2022£126k£139k
05/04/2021£107k£111k

Common questions

Is ROBERT STEPHENSON'S CHARITIES financially healthy?

The accounts state that unrestricted reserves total £2,072,414, which meets the trustees' policy target of six months' expenditure excluding charitable donations. The charity reported a net loss of £85,621 for the year, primarily due to costs associated with obtaining planning permissions and selling a property, though investment values increased significantly. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.

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Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARK, BILTON.