MISS E F RATHBONE CHARITABLE TRUST
The Trust is a grant-giving charity. Charities and charitable projects focused on Merseyside. Charities benefiting women and unpopular causes but avoiding those with sectarian interest.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £12,070,130, which the trustees consider unnecessary to maintain as a formal policy target. The charity generated £406,017 in investment income and expended £440,538 on charitable activities and governance, resulting in a net decrease in funds of £52,971 for the year. The trustees and auditors confirm the charity has adequate resources to continue as a going concern.
What the accounts disclose
“The charity does not maintain reserves and considers it unnecessary to do so.” — page 5
“The trustees are considered to be the key management of the charity. Their expenses are disclosed in note 7 of the accounts.” — page 17
“Included in creditors is a balance of £30,516 (2024: £29,054) owed to Children’s Rest School of Recovery (Charity no: 526083). This charity has the same trustees as The Eleanor Rathbone Charitable Trust and owns 5.94% of the investment portfolio.” — page 17
“The trustees are considered to be the key management of the charity. Their expenses are disclosed in note 7 of the accounts.” — page 17
“Included in creditors is a balance of £30,516 (2024: £29,054) owed to Children’s Rest School of Recovery (Charity no: 526083). This charity has the same trustees as The Eleanor Rathbone Charitable Trust and owns 5.94% of the investment portfolio.” — page 17
“The trustees are considered to be the key management of the charity. Their expenses are disclosed in note 7 of the accounts.” — page 17
“Included in creditors is a balance of £30,516 (2024: £29,054) owed to Children’s Rest School of Recovery (Charity no: 526083). This charity has the same trustees as The Eleanor Rathbone Charitable Trust and owns 5.94% of the investment portfolio.” — page 17
Trustees
- ANDREW LYLE RATHBONEchair
- JENNY RATHBONE
- Joan Elizabeth Bonenfant
- LADY ANGELA MARY ELEANOR MORGAN
- MARK EDWARD RATHBONE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £406k | £489k |
| 05/04/2024 | £386k | £446k |
| 05/04/2023 | £394k | £464k |
| 05/04/2022 | £476k | £424k |
| 05/04/2021 | £288k | £419k |
Common questions
Is MISS E F RATHBONE CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £12,070,130, which the trustees consider unnecessary to maintain as a formal policy target. The charity generated £406,017 in investment income and expended £440,538 on charitable activities and governance, resulting in a net decrease in funds of £52,971 for the year. The trustees and auditors confirm the charity has adequate resources to continue as a going concern. Its FY2025 accounts were audited by Mitchell Charlesworth (Audit) Limited.
Charities like this
- H M SASSOON CHARITABLE TRUST
- THE AMELIA CHADWICK TRUST
- The Rathbones Group Foundation
- MANCHESTER CHARITABLE TRUST LTD
- THE E C SOSNOW CHARITABLE TRUST
- THE ROTHES CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MISS E F RATHBONE CHARITABLE TRUST | £406k | — | 0 | below | — | no doubt |
| H M SASSOON CHARITABLE TRUST | £124k | — | 0 | unclear | — | no doubt |
| THE AMELIA CHADWICK TRUST | £186k | — | 0 | unclear | — | no doubt |
| The Rathbones Group Foundation | £349k | — | 0 | unclear | — | no doubt |
| MANCHESTER CHARITABLE TRUST LTD | £154k | — | 0 | above | — | no doubt |
| THE E C SOSNOW CHARITABLE TRUST | £115k | — | 0 | unclear | — | no doubt |