THE DIXIE ROSE FINDLAY CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity awarded grants totalling £119,975 against charitable expenditure of £152,185, resulting in a net outflow from unrestricted funds. The charity relies on investment income, which generated £137,746, to fund its activities. The trustees confirm that systems are established to mitigate risks, with the main risk identified as the variability of investment returns.
What the accounts disclose
“The Corporate Trustee and the Investment Manager are both wholly owned subsidiaries of HSBC Holdings plc. In addition to the fees shown on page 6, as a result of the acquisition and disposal of investments, the charity pays transaction charges to HSBC Bank plc. The charges are calculated on a sliding scale at a percentage of the transactions value plus VAT and are added to or deducted from the cost of the investments or the disposal proceeds in accordance with UK standard accounting practice.” — page 5
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 17/01/2025 | £169k | £180k |
| 05/04/2024 | £125k | £239k |
| 05/04/2023 | £120k | £159k |
| 05/04/2022 | £115k | £164k |
| 05/04/2021 | £139k | £198k |
Common questions
Is THE DIXIE ROSE FINDLAY CHARITABLE TRUST financially healthy?
The accounts state that the charity awarded grants totalling £119,975 against charitable expenditure of £152,185, resulting in a net outflow from unrestricted funds. The charity relies on investment income, which generated £137,746, to fund its activities. The trustees confirm that systems are established to mitigate risks, with the main risk identified as the variability of investment returns. Its FY2025 accounts were independently examined.