The Hornby Lonsdale Charitable Trust
General charitable purposes.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £2,312,225, an increase from the previous year's £2,150,956. The charity reported a net inflow of funds of £161,269, driven by investment gains, while total charitable expenditure amounted to £75,829. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Rathbones Trust Company Limited, who are also trustees received fees of £9,600 (2023: £9,600) for their services during the year which are also detailed in note 7 of these accounts.” — page 15
“Rathbones Trust Company Limited, who are also trustees received fees of £9,600 (2023: £9,600) for their services during the year which are also detailed in note 7 of these accounts.” — page 15
“Rathbones Investment Management Limited, received fees of £13,301 (2023: £12,672) in respect of investment management fees.” — page 15
“Rathbones Trust Company Limited, who are also trustees received fees of £9,600 (2023: £9,600) for their services during the year which are also detailed in note 7 of these accounts.” — page 15
“Rathbones Investment Management Limited, received fees of £13,301 (2023: £12,672) in respect of investment management fees.” — page 15
Trustees
- CHARLES JAMES LONSDALE SMITH-MAXWELL
- JOANNA MARY BURNETT SHIPP
- Rathbones Trust Company Limited
- Rosalind Joan Smith-Maxwell
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £60k | £76k |
| 31/01/2024 | £56k | £75k |
| 31/01/2023 | £54k | £73k |
| 31/01/2022 | £51k | £84k |
| 31/01/2021 | £39k | £80k |
Common questions
Is The Hornby Lonsdale Charitable Trust financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £2,312,225, an increase from the previous year's £2,150,956. The charity reported a net inflow of funds of £161,269, driven by investment gains, while total charitable expenditure amounted to £75,829. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.