SEBASTIAN RATHBONE FUND
The Trustees make grants usually to registered charities.
Objects
FOR CHARITABLE PURPOSES AT THE DISCRETION OF THE TRUSTEES.
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.
What the accounts disclose
“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
“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
Policies the charity declares
- Conflicting interests
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- HUGH ROBERT RATHBONE
- SUSAN KENNEDY RATHBONE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.