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.
Objects
FOR CHARITABLE PURPOSES AT THE DISCRETION OF THE TRUSTEES.
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
Policies the charity declares
- 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
From the charity’s annual return (Part A, self-declared)
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
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.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AMABRILL LTD | 1 | £50k |
| H P CHARITABLE TRUST | 1 | £1k |
Charities like this
- ELIZABETH RATHBONE CHARITY
- G M MORRISON CHARITABLE TRUST
- ARBUTHNOTT CHARITABLE TRUST
- THE M Y A CHARITABLE TRUST
- MYR CHARITABLE TRUST
- MRS B L ROBINSON'S 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 |
| ELIZABETH RATHBONE CHARITY | £79k | — | 0 | below | 14.8% | no doubt |
| G M MORRISON CHARITABLE TRUST | £384k | — | 0 | unclear | — | no doubt |
| ARBUTHNOTT CHARITABLE TRUST | £111k | — | 0 | unclear | — | no doubt |
| THE M Y A CHARITABLE TRUST | £88k | — | 0 | unclear | — | no doubt |
| MYR CHARITABLE TRUST | £134k | — | 0 | unclear | — | no doubt |