THE PHILLIPS AND RUBENS CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £14,847,049, with the trustees aiming to retain sufficient reserves to meet ongoing annual operating expenses. The charity reported a net movement in funds of £185,996, driven by investment gains, and maintained adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“The Board of Trustees aims to retain sufficient reserves to meet its ongoing annual operating expenses but intends to continue to utilise all available reserves for the charitable purposes set out above.” — page 5
Structured financials (annual return, FY ending 05/04/2023)
Trustees
- CAROLYN LOUISE MISHON
- GARY MARK PHILLIPS
- PAUL SIMON PHILLIPS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £475k | £447k |
| 31/03/2024 | £436k | £482k |
| 05/04/2023 | £507k | £487k |
| 05/04/2022 | £494k | £506k |
| 05/04/2021 | £427k | £425k |
Common questions
Is THE PHILLIPS AND RUBENS CHARITABLE TRUST financially healthy?
The accounts state that unrestricted reserves stood at £14,847,049, with the trustees aiming to retain sufficient reserves to meet ongoing annual operating expenses. The charity reported a net movement in funds of £185,996, driven by investment gains, and maintained adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by Sopher + Co LLP.