Charity Accounts Intelreading the accounts so you don’t have to

THE CARLTON HOUSE CHARITABLE TRUST

Registered charity 296791 · accounts filings on the Charity Commission register

The charity in the main provides support to charities in the UK and Overseas. It also supports with bursaries a limited number of graduate and post graduate students in particular those in Engineering , the Physical Sciences, Drama and Stage management.

Objects

FOR THE ADVANCEMENT OF EDUCATION OR FOR SUCH OTHER PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE, TRUST MONIES ARE TO BE APPLIED FOR THE OBJECTS OF THE CHARITY, RESEARCH WORK OF ALL OR ANY DESCRIPTION AND THE GRANTING OR BESTOWING OF FELLOWSHIPS AND/OR ENDOWMENTS.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Get email alerts

Latest income
£41k
Latest spending
£24k
Registered
1987
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity experienced a net decrease in funds of £20,714 for the year ended 5 April 2025, primarily due to investment losses. Despite this decrease, the Trustees confirm that the charity holds adequate unrestricted reserves of £274,004 and has sufficient overall funds to meet its ongoing objectives and continue as a going concern.

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

What the accounts disclose

Largest income source: Investments (87% of income)
“Income from investments and interest totalled £41,323” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Fundraising cost ratio: 19.3% of fundraised income, as disclosed
“Income from investments and interest totalled £41,323 (£45,777 in 2024) with £7,994 (£7,766 in 2024) being spent raising the funds in the form of investment management costs.” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: no target stated (held: £274k)
“It is not the intention of the Trustees to build up income reserves, with all funds being available for spending at the Trustees' discretion.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Payments for professional services to Rathbones Trust Company, a related party.
“Payments of £4,272 (£4,200 in 2024) are due to Rathbones Trust Company for professional services provided only. This is in accordance with powers bestowed by clause 3.1 of the settlement deed dated 3 May 2012.” — page 15
Per its FY2025 accounts as filed with the Charity Commission.
Governance: The charity's governing document does not contain a requirement that all meetings be held in person and so the Trustees will continue to use such method of communication as is agreed by the attendees at that time.
“The charity's governing document does not contain a requirement that all meetings be held in person and so the Trustees will continue to use such method of communication as is agreed by the attendees at that time.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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
05/04/2025£41k£24k
05/04/2024£46k£23k
05/04/2023£46k£22k
05/04/2022£39k£31k
05/04/2021£36k£41k

Common questions

Is THE CARLTON HOUSE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity experienced a net decrease in funds of £20,714 for the year ended 5 April 2025, primarily due to investment losses. Despite this decrease, the Trustees confirm that the charity holds adequate unrestricted reserves of £274,004 and has sufficient overall funds to meet its ongoing objectives and continue as a going concern. Its FY2025 accounts were independently examined.