THE OLIVER BORTHWICK MEMORIAL TRUST

Registered charity 256206 · accounts filings on the Charity Commission register

The original intention of the Trusts which are now comprised in the Oliver Borthwick Memorial Trust was to provide shelter and help the homeless and this remains the case. The Trustees welcome applications from small but viable charities where they are able to make a significant contribution to the practical work of the charity..

Causes: The Prevention Or Relief Of Poverty · Accommodation/housing · website · Get email alerts

Latest income
£64k
Latest spending
£61k
Registered
1968
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported an operating surplus of £2,451 for the year ended 30 September 2025, driven by increased investment income and lower grant expenditure. Unrestricted funds totalled £1,181,764, which the trustees believe are adequate to continue providing public benefit and meet objectives. The charity maintains a reserves policy to cover management expenses and grants, with no stated specific monetary target.

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

What the accounts disclose

Reserves policy: sufficient funds to cover management and administration expenses as well as grants (held: £1.2m)
“It is the policy of the charity to maintain unrestricted funds to provide sufficient funds to cover management and administration expenses as well as grants.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/09/2025£64k£61k
30/09/2024£60k£64k
30/09/2023£58k£58k
30/09/2022£52k£45k
30/09/2021£45k£45k

Common questions

Is THE OLIVER BORTHWICK MEMORIAL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported an operating surplus of £2,451 for the year ended 30 September 2025, driven by increased investment income and lower grant expenditure. Unrestricted funds totalled £1,181,764, which the trustees believe are adequate to continue providing public benefit and meet objectives. The charity maintains a reserves policy to cover management expenses and grants, with no stated specific monetary target. Its FY2025 accounts were independently examined.