THE ROBERT CLAYTON CHARITABLE TRUST
Grants to individuals and organisations to provide for the elderly
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £1,609,292 in investment assets and £68,828 in cash, resulting in a net asset position of approximately £1.67 million. The trustees' policy is to accumulate income for the first 21 years of the trust's life, which began in 1986, meaning the accumulation period has long expired. The charity generated £55,768 in income from dividends and investment sales, while paying out £8,404 in grants and incurring £6,966 in governance costs.
What the accounts disclose
“The main source of income for the Charity is dividend income totalling £55,768 (2024: £54,532) and proceeds from the sale of investments.” — page 3
“The Trustees’ policy was to accumulate income for the first 21 years to provide sufficient funds to meet the objects of the Charity.” — page 3
“Harrison Clark Rickerbys Ltd, of which Mr Daniel Curtis is a partner, act as Solicitors to the Trust. During the year the Trust paid legal fees of £4,950 (2024: £4,560) to Harrison Clark Rickerbys Ltd.” — page 9
Trustees
- Charles Robert Barker Hewitson
- Daniel Joseph Curtis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £56k | £23k |
| 05/04/2024 | £55k | £85k |
| 05/04/2023 | £49k | £64k |
| 05/04/2022 | £47k | £43k |
| 05/04/2021 | £46k | £53k |
Common questions
Is THE ROBERT CLAYTON CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £1,609,292 in investment assets and £68,828 in cash, resulting in a net asset position of approximately £1.67 million. The trustees' policy is to accumulate income for the first 21 years of the trust's life, which began in 1986, meaning the accumulation period has long expired. The charity generated £55,768 in income from dividends and investment sales, while paying out £8,404 in grants and incurring £6,966 in governance costs. Its FY2025 accounts were independently examined.