BIRTHDAY HOUSE TRUST

Registered charity 248028 · accounts filings on the Charity Commission register

THR PROVISION OF AN OLD PEOPLE'S HOME AT EASEBOURNE WEST SUSSEX AND CONSIDERS APPEALS FROM OTHER CHARITIES.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · Get email alerts

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.

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

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.

Accounts audited by Shaw Gibbs (Audit) Limited. Discloses 4 of 6 completeness components.

Trustees · trustee networks

Rathbones Trust Company Limited · trustee of 5 other charities
THE DICKINSON TRUST LIMITED · trustee of 6 other charities

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

Operates in: Throughout England And Wales

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?

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. Its FY2025 accounts were audited by Shaw Gibbs (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.

Funder	Similar charities funded	Amount to them
DILLHAVEN LIMITED	1	£92k
J & J CHARITABLE TRUST LIMITED	1	£17k
KTRUST LIMITED	1	£12k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with GALE FAMILY CHARITY TRUST.

GALE FAMILY CHARITY TRUST income £850k
THE CARRINGTON CHARITABLE TRUST income £115k
T.H.RUSSELL CHARITABLE TRUST income £235k
THE HOMESTEAD CHARITABLE TRUST income £279k
THE ODIHAM CONSOLIDATED CHARITIES income £432k
HULL TRINITY HOUSE CHARITY income £4.2m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
BIRTHDAY HOUSE TRUST	£256k	—	0	above	—	no doubt
GALE FAMILY CHARITY TRUST FY2025	£850k	—	0	above	—	no doubt
THE CARRINGTON CHARITABLE TRUST FY2025	£115k	—	0	unclear	—	no doubt
T.H.RUSSELL CHARITABLE TRUST FY2025	£235k	—	0	unclear	—	no doubt
THE HOMESTEAD CHARITABLE TRUST FY2025	£279k	—	0	above	—	no doubt
THE ODIHAM CONSOLIDATED CHARITIES FY2025	£432k	—	0	above	—	no doubt

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