BIRTHDAY HOUSE TRUST
Latest income
£256k
Latest spending
£338k
Registered
1966
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £9,182,761, providing a substantial buffer against the net outgoing resources of £82,495 incurred during the year. The charity is fully funded by its investment portfolio, which generated £186,151 in income, allowing it to maintain grant-making activities despite an unrealised loss on investments. The trustees and auditors confirm the charity has adequate resources to continue as a going concern for the foreseeable future.
What the accounts disclose
Reserves policy: sufficient funds for the level of grants paid and to cover the Charity's management and administration costs (held: £9.2m)
“It is the intention of the Trustees to sustain the unrestricted funds at a level which will provide sufficient funds for the level of grants paid and to cover the Charity's management and administration costs.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations of £50,000 were made to Cowdray Heritage Trust. Viscount Cowdray (trustee of Cowdray Heritage Trust) is a director of Dickinson Trust Limited (trustee) and Mr B R Newbigging (trustee of Cowdray Heritage Trust) is a director of Rathbones Trust Company Limited (trustee).
“Donations of £50,000 were made to Cowdray Heritage Trust. Viscount Cowdray (trustee of Cowdray Heritage Trust) is a director of Dickinson Trust Limited (trustee) and Mr B R Newbigging (trustee of Cowdray Heritage Trust) is a director of Rathbones Trust Company Limited (trustee). Viscount Cowdray resigned as Director of Dickinson Trust Limited on 12 March 2025 and Mr B R Newbigging resigned as Director of Rathbones Trust Company Limited on 31 December 2024.” — page 18
“Donations of £12,000 were made to Tibet House Trust. Viscount Cowdray (trustee of Tibet House Trust) is a director of Dickinson Trust Limited (trustee). Viscount Cowdray resigned as Director of Dickinson Trust Limited on 12 March 2025.” — page 18
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations of £12,000 were made to Tibet House Trust. Viscount Cowdray (trustee of Tibet House Trust) is a director of Dickinson Trust Limited (trustee).
“Donations of £50,000 were made to Cowdray Heritage Trust. Viscount Cowdray (trustee of Cowdray Heritage Trust) is a director of Dickinson Trust Limited (trustee) and Mr B R Newbigging (trustee of Cowdray Heritage Trust) is a director of Rathbones Trust Company Limited (trustee). Viscount Cowdray resigned as Director of Dickinson Trust Limited on 12 March 2025 and Mr B R Newbigging resigned as Director of Rathbones Trust Company Limited on 31 December 2024.” — page 18
“Donations of £12,000 were made to Tibet House Trust. Viscount Cowdray (trustee of Tibet House Trust) is a director of Dickinson Trust Limited (trustee). Viscount Cowdray resigned as Director of Dickinson Trust Limited on 12 March 2025.” — page 18
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Cowdray Estate charged management fees of £23,536 and repairs/maintenance of £36,768. Cowdray Estate is connected to the trustees.
“Donations of £50,000 were made to Cowdray Heritage Trust. Viscount Cowdray (trustee of Cowdray Heritage Trust) is a director of Dickinson Trust Limited (trustee) and Mr B R Newbigging (trustee of Cowdray Heritage Trust) is a director of Rathbones Trust Company Limited (trustee). Viscount Cowdray resigned as Director of Dickinson Trust Limited on 12 March 2025 and Mr B R Newbigging resigned as Director of Rathbones Trust Company Limited on 31 December 2024.” — page 18
“Donations of £12,000 were made to Tibet House Trust. Viscount Cowdray (trustee of Tibet House Trust) is a director of Dickinson Trust Limited (trustee). Viscount Cowdray resigned as Director of Dickinson Trust Limited on 12 March 2025.” — page 18
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Millbank Financial Services Limited charged fees of £4,595. Directors of Dickinson Trust Limited are also Directors of MFS.
“Donations of £50,000 were made to Cowdray Heritage Trust. Viscount Cowdray (trustee of Cowdray Heritage Trust) is a director of Dickinson Trust Limited (trustee) and Mr B R Newbigging (trustee of Cowdray Heritage Trust) is a director of Rathbones Trust Company Limited (trustee). Viscount Cowdray resigned as Director of Dickinson Trust Limited on 12 March 2025 and Mr B R Newbigging resigned as Director of Rathbones Trust Company Limited on 31 December 2024.” — page 18
“Donations of £12,000 were made to Tibet House Trust. Viscount Cowdray (trustee of Tibet House Trust) is a director of Dickinson Trust Limited (trustee). Viscount Cowdray resigned as Director of Dickinson Trust Limited on 12 March 2025.” — page 18
Per its FY2025 accounts as filed with the Charity Commission.
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £256k | £338k |
| 05/04/2024 | £235k | £317k |
| 05/04/2023 | £155k | £605k |
| 05/04/2022 | £125k | £284k |
| 05/04/2021 | £132k | £214k |
Common questions
Is BIRTHDAY HOUSE TRUST financially healthy?
The accounts state that unrestricted reserves stood at £9,182,761, providing a substantial buffer against the net outgoing resources of £82,495 incurred during the year. The charity is fully funded by its investment portfolio, which generated £186,151 in income, allowing it to maintain grant-making activities despite an unrealised loss on investments. The trustees and auditors confirm the charity has adequate resources to continue as a going concern for the foreseeable future. Its FY2025 accounts were audited by Shaw Gibbs (Audit) Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DILLHAVEN LIMITED | 1 | £71k |
| J & J CHARITABLE TRUST LIMITED | 1 | £17k |
| KTRUST LIMITED | 1 | £12k |