THE LISTER CHARITABLE TRUST
It is the objective of the trustees to restrict the number of different charities helped through donations in order to achieve focus, optimum effect and the close personal interest and involvement of the trustees in the areas selected.
Financial health, per its FY2025 accounts
The accounts state that the charity holds no unrestricted reserves, with the unrestricted fund amounting to £nil at the year-end. Charitable expenditure and governance costs are primarily funded through an expendable endowment fund, which had net assets of £7,648,746. The trustees report adequate resources for the foreseeable future, supported by investment income and capital.
What the accounts disclose
“During the year the Charity did not carry out any fundraising activities and all the income was generated from the investments.” — page 4
“At the year-end the Unrestricted Fund amounted to £nil. Charitable expenditure and governance costs are paid out of the Unrestricted Fund or in the event that this does not have sufficient funds there is an expendable endowment fund which can be used to cover these costs.” — page 5
“During the year, the charity received bookkeeping services from a company in which a trustee has an interest. The amount paid was £18,376 (2024 - £11,802). At the balance sheet date, the amount outstanding and included within creditors was £19,546 (2024 - £14,410)” — page 21
“The preference shares held by the charity are in a company in which a trustee has an interest. These shares granted interest income of £77,000 (2024 - £77,000). At the balance sheet date, the amount due from and included within debtors was £20,357 (2024 - £20,357)” — page 21
“During the year, the charity received bookkeeping services from a company in which a trustee has an interest. The amount paid was £18,376 (2024 - £11,802). At the balance sheet date, the amount outstanding and included within creditors was £19,546 (2024 - £14,410)” — page 21
“The preference shares held by the charity are in a company in which a trustee has an interest. These shares granted interest income of £77,000 (2024 - £77,000). At the balance sheet date, the amount due from and included within debtors was £20,357 (2024 - £20,357)” — page 21
Trustees
- Benjamin Barclay Horne
- JOE HARVEY HORNE
- PENNY HORNE
- SAMUEL CHARLES HORNE
- TOMAS ROBERT HORNE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £142k | £443k |
| 05/04/2024 | £147k | £244k |
| 05/04/2023 | £157k | £191k |
| 05/04/2022 | £129k | £298k |
| 05/04/2021 | £121k | £182k |
Common questions
Is THE LISTER CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds no unrestricted reserves, with the unrestricted fund amounting to £nil at the year-end. Charitable expenditure and governance costs are primarily funded through an expendable endowment fund, which had net assets of £7,648,746. The trustees report adequate resources for the foreseeable future, supported by investment income and capital. Its FY2025 accounts were audited by Harris & Trotter LLP.
Charities like this
- DAVID LISTER CHARITABLE TRUST
- JOAN AINSLIE CHARITABLE TRUST
- THE CONSTANCE TRAVIS CHARITABLE TRUST
- THE J J CHARITABLE TRUST
- THE SCORPION CHARITABLE TRUST
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LISTER CHARITABLE TRUST | £142k | — | 0 | below | — | no doubt |
| DAVID LISTER CHARITABLE TRUST | £507k | — | 0 | unclear | — | no doubt |
| JOAN AINSLIE CHARITABLE TRUST | £278k | — | 0 | unclear | — | no doubt |
| THE CONSTANCE TRAVIS CHARITABLE TRUST | £3.3m | — | 0 | below | 0.0% | no doubt |
| THE J J CHARITABLE TRUST | £842k | £60,001 - £70,000 | 1 | unclear | — | no doubt |
| THE SCORPION CHARITABLE TRUST | £102k | — | 0 | unclear | — | no doubt |