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.

Objects

FOR CHARITABLE PURPOSES AT THE DISCRETION OF THE TRUSTEES.

Area of benefit: NATIONAL

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

Causes: General Charitable Purposes · website · Get email alerts

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

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.

• 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 · trustee networks

• CAROLINE EDITH RATHBONE
• Jonathan Henry Rathbone
• Megan Rathbone

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

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

Income and spending

Common questions