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ELIZABETH RATHBONE CHARITY

Registered charity 233240 · accounts filings on the Charity Commission register · also known as E L RATHBONE CHARITABLE TRUST

The Trustees objectives are to make donations to such charitable bodies or institutions at such times and in such manner as they in their absolute discretion think fit.

Causes: General Charitable Purposes · website · Get email alerts

Latest income
£79k
Latest spending
£114k
Registered
1964
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased by £173,088 to £2,587,471, driven by a £137,921 net loss on investment revaluations. The trustees consider the current unrestricted funds to be general reserves and state there is no intention to build up income reserves, with all funds available for spending at their discretion. The charity has no employees and relies on investment income to fund its charitable grants.

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

What the accounts disclose

Largest income source: Investments (32% of income)
“Income from investments totalled £78,865” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Fundraising cost ratio: 14.8% of fundraised income
“Income from investments totalled £78,865 (£79,015 in 2024) with £11,632 (£10,931 in 2024) being spent raising the funds in the form of investment management fees, only.” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £2.6m; policy: no target)
“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 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Knowsley · Liverpool City · Sefton · St Helens · Wirral

Income and spending

Financial year endIncomeSpending
05/04/2025£79k£114k
05/04/2024£79k£83k
05/04/2023£80k£100k
05/04/2022£83k£105k
05/04/2021£82k£98k

Common questions

Is ELIZABETH RATHBONE CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased by £173,088 to £2,587,471, driven by a £137,921 net loss on investment revaluations. The trustees consider the current unrestricted funds to be general reserves and state there is no intention to build up income reserves, with all funds available for spending at their discretion. The charity has no employees and relies on investment income to fund its charitable grants. Its FY2025 accounts were independently examined.