APEX CHARITABLE TRUST LIMITED
provision of employment relate advice and support services through two projects, ACT 4 Women Project - Merseyside and A4M - St Helens, Merseyside
Financial health, per its FY2025 accounts
The accounts state that the charity operated at a net expenditure of £51,979 for the year, resulting in a significant decrease in unrestricted reserves from £62,871 to £18,722. The trustees maintain a reserves policy of six months of unrestricted operating costs, but the current free reserves of £18,722 are below the target implied by the policy given the scale of unrestricted costs. The charity is not prepared on a going-concern basis of doubt, and the independent examiner's report is present.
What the accounts disclose
“It continues to be the Board's policy to aim for reserves equal to the value of a minimum of six months of unrestricted costs” — page 17
Trustees
- Claire Redford-Kerrchair
- Alishia Jane Fitzsimmons
- Colin Andrew Litherland
- Dr Craig Philip Fletcher
- Holly Loudon
- Jane Taylor-Holmes
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £201k | £253k |
| 31/03/2024 | £207k | £209k |
| 31/03/2023 | £205k | £248k |
| 31/03/2022 | £163k | £197k |
| 31/03/2021 | £175k | £164k |
Common questions
Is APEX CHARITABLE TRUST LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity operated at a net expenditure of £51,979 for the year, resulting in a significant decrease in unrestricted reserves from £62,871 to £18,722. The trustees maintain a reserves policy of six months of unrestricted operating costs, but the current free reserves of £18,722 are below the target implied by the policy given the scale of unrestricted costs. The charity is not prepared on a going-concern basis of doubt, and the independent examiner's report is present. Its FY2025 accounts were independently examined.
Who funds APEX CHARITABLE TRUST LIMITED?
Funders whose own accounts filings name APEX CHARITABLE TRUST LIMITED as a grant recipient include BRITISH HUMANE ASSOCIATION, THE FORTE CHARITABLE FOUNDATION, THE RAINFORD TRUST, THE HEMBY CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| BRITISH HUMANE ASSOCIATION | FY2025 | £5k | |
| BRITISH HUMANE ASSOCIATION | FY2022 | £5k | |
| THE FORTE CHARITABLE FOUNDATION | FY2023 | £5k | 50% of the salary and running costs for a men’s mental health group for ex‑offenders or those who are ‘at risk’ of offending in St Helens, Merseyside. |
| THE RAINFORD TRUST | FY2022 | £2k | Welfare |
| THE HEMBY CHARITABLE TRUST | FY2025 | £1k | |
| THE HEMBY CHARITABLE TRUST | FY2024 | £1k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 07/07/2023 | £8k | Apex Community Groups |
| The National Lottery Community Fund | 24/01/2023 | £240k | PLAN BEE |
| The National Lottery Community Fund | 09/07/2021 | £9k | The Women's Hub |
| The National Lottery Community Fund | 10/01/2020 | £10k | Women's Hub |
| The National Lottery Community Fund | 06/12/2018 | £10k | The Women's Hub |
| City Bridge Foundation | 10/09/2009 | £50k | Grant to Apex Charitable Trust Limited |
| The National Lottery Community Fund | 07/07/2009 | £233k | ACT 4 Women (Apex Charitable Trust for Women) |
| The National Lottery Community Fund | 09/11/2004 | £155k | Job Check - Community Development Project |