MISS E F RATHBONE CHARITABLE TRUST
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?
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.