THE ROGER PILKINGTON YOUNG TRUST
Financial support for distressed elderly gentle-folk.
Objects
FINANCIAL SUPPORT FOR DISTRESSED ELDERLY GENTLEFOLK
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £25,370 for the year, driven by a decrease in investment value and expenditure exceeding income. However, total unrestricted funds remain substantial at £1,410,491, with £113,707 held as free reserves. The trustees confirm that the charity meets the definition of a public entity and has adequate resources to continue in business.
What the accounts disclose
“To guard against the risk of exceeding the limit, they maintain a reserve level of income.” — page 5
“None of the Trustees have been paid any remuneration or expenses by the Charity during the year (2024: none). During the year the Trust paid investment management fees of £11,103 (2024: £11,488) and professional fees of £7,662 (2024: £7,122) to Everys solicitors, a practice in which J Griffin (trustee) and C Thomas-Collins (trustee) are partners.” — page 14
“During the year the Trust paid investment management fees of £11,103 (2024: £11,488) and professional fees of £7,662 (2024: £7,122) to Everys solicitors, a practice in which J Griffin (trustee) and C Thomas-Collins (trustee) are partners. At the year-end, £1,689 (2024: £3,194) was due to Everys Solicitors in respect of professional services provided.” — page 14
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls 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
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Trustees
- Charlotte Annabel Thomas-Collins
- James Griffin
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £55k | £81k |
| 05/04/2024 | £59k | £71k |
| 05/04/2023 | £53k | £74k |
| 05/04/2022 | £48k | £77k |
| 05/04/2021 | £54k | £75k |
Common questions
Is THE ROGER PILKINGTON YOUNG TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £25,370 for the year, driven by a decrease in investment value and expenditure exceeding income. However, total unrestricted funds remain substantial at £1,410,491, with £113,707 held as free reserves. The trustees confirm that the charity meets the definition of a public entity and has adequate resources to continue in business. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AMABRILL LTD | 1 | £50k |
| CHARLES S FRENCH CHARITABLE TRUST | 1 | £2k |
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £1k |
Charities like this
- THE ROGER AND INGRID PILKINGTON CHARITABLE TRUST
- THE P A R CHARITABLE TRUST
- YOUNG CONCERN TRUST
- PILKINGTON CHARITIES FUND
- THE M Y A CHARITABLE TRUST
- PILLGWENLLY MILLENNIUM TRUST LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROGER PILKINGTON YOUNG TRUST | £55k | — | 0 | unclear | — | no doubt |
| THE ROGER AND INGRID PILKINGTON CHARITABLE TRUST | £82k | — | 0 | unclear | — | no doubt |
| THE P A R CHARITABLE TRUST | £75k | — | 0 | above | — | no doubt |
| YOUNG CONCERN TRUST | £717k | — | 0 | above | — | no doubt |
| PILKINGTON CHARITIES FUND | £645k | — | 0 | below | — | no doubt |
| THE M Y A CHARITABLE TRUST | £88k | — | 0 | unclear | — | no doubt |