The Evelyn Phipps Memorial Fund
Unsolicited applications are not requested, as the Trustees prefer to make donations to charities whose work they have come across through their own research.The Trustees are directed to apply the Capital and Income of the Trust Fund for the furtherance of education in the field of psycho-analysis.
Objects
FOR THE PROMOTION OF EDUCATION IN THE FIELD OF PSYCHO-ANALYSIS.
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds decreased to £547,336 from £608,079 in the prior year, driven by a net movement in funds of £(60,743) which included a significant unrealised investment loss. The trustees confirm that adequate assets are available to fulfil obligations and note that no reserves policy is currently deemed necessary given the level of funds held. The charity reported a net expenditure on charitable activities of £45,000 against investment income of £25,258.
What the accounts disclose
Policies the charity declares
- Internal charity financial controls policy and procedures
- Investment
- Risk management
Trustees
- Elizabeth Blanche Buchan
- THE HON. JAMES ERNEST BUCHAN
- THE MARQUIS OF NORMANBY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £25k | £53k |
| 05/04/2024 | £25k | £8k |
| 05/04/2023 | £24k | £27k |
| 05/04/2022 | £23k | £27k |
| 05/04/2021 | £21k | £21k |
Common questions
Is The Evelyn Phipps Memorial Fund financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds decreased to £547,336 from £608,079 in the prior year, driven by a net movement in funds of £(60,743) which included a significant unrealised investment loss. The trustees confirm that adequate assets are available to fulfil obligations and note that no reserves policy is currently deemed necessary given the level of funds held. The charity reported a net expenditure on charitable activities of £45,000 against investment income of £25,258. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PHILLIPS AND RUBENS CHARITABLE TRUST | 1 | £300k |
Charities like this
- Evelyn Partners Charitable Trust
- EDWIN JOHN THOMPSON MEMORIAL FUND
- THE PHILLIPS FAMILY CHARITABLE TRUST
- THE TUFTON CHARITABLE TRUST
- ELIZABETH RATHBONE CHARITY
- THRIPLOW CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| The Evelyn Phipps Memorial Fund | £25k | — | 0 | unclear | — | no doubt |
| Evelyn Partners Charitable Trust | £101k | — | — | above | — | no doubt |
| EDWIN JOHN THOMPSON MEMORIAL FUND | £34k | — | 0 | unclear | — | no doubt |
| THE PHILLIPS FAMILY CHARITABLE TRUST | £100k | — | 0 | unclear | — | no doubt |
| THE TUFTON CHARITABLE TRUST | £202k | — | 0 | unclear | — | no doubt |
| ELIZABETH RATHBONE CHARITY | £79k | — | 0 | below | 14.8% | no doubt |