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.
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
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.