SEBASTIAN RATHBONE FUND

Registered charity 233239 · accounts filings on the Charity Commission register

The Trustees make grants usually to registered charities.

Causes: General Charitable Purposes · Get email alerts

Latest income
£74k
Latest spending
£37k
Registered
1964
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased by £18,658 to £810,378 due to net investment losses of £55,794, despite receiving a £51,755 donation of shares. The trustees report adequate resources to continue as a going concern with no material uncertainties identified. The charity holds no employees and relies on trustee-managed investments to fund charitable activities.

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

What the accounts disclose

Fundraising cost ratio: 2.7% of fundraised income
Total income from investments and bank interest totalled £22,051 (£29,118 in 2024) with £600 (£600 in 2024) being incurred to raise funds. — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: no specific target stated (held: £810k)
It is not the intention of the Trustees to build up income reserves, with all funds being available for spending at the Trustees' discretion. — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£74k£37k
05/04/2024£29k£29k
05/04/2023£24k£21k
05/04/2022£23k£27k
05/04/2021£20k£37k

Common questions

Is SEBASTIAN RATHBONE FUND financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased by £18,658 to £810,378 due to net investment losses of £55,794, despite receiving a £51,755 donation of shares. The trustees report adequate resources to continue as a going concern with no material uncertainties identified. The charity holds no employees and relies on trustee-managed investments to fund charitable activities. Its FY2025 accounts were independently examined.