MISS E F RATHBONE CHARITABLE TRUST

Registered charity 233241 · accounts filings on the Charity Commission register · also known as THE ELEANOR 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.

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 · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: St. Helens, North West, England (from the postcode on the register)

Latest income
£406k
Latest spending
£489k
Registered
1964
Accounts read
FY2025

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.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
“The charity does not maintain reserves and considers it unnecessary to do so.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The trustees are considered to be the key management of the charity. Their expenses are disclosed in note 7 of the accounts.
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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.
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Administrator is self-employed and therefore the deduction of her salary from the Charity is paid gross.
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Mitchell Charlesworth (Audit) Limited. Discloses 4 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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 05/04/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2023

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
AMABRILL LTD1£50k
H P CHARITABLE TRUST1£1k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ELIZABETH RATHBONE CHARITY.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
MISS E F RATHBONE CHARITABLE TRUST£406k—0below—no doubt
ELIZABETH RATHBONE CHARITY FY2025£79k—0below14.8%no doubt
G M MORRISON CHARITABLE TRUST FY2025£384k—0unclear—no doubt
ARBUTHNOTT CHARITABLE TRUST FY2025£111k—0unclear—no doubt
THE M Y A CHARITABLE TRUST FY2025£88k—0unclear—no doubt
MYR CHARITABLE TRUST FY2025£134k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.