THE ROBERT CLAYTON CHARITABLE TRUST

Registered charity 327392 · accounts filings on the Charity Commission register

Grants to individuals and organisations to provide for the elderly

Causes: General Charitable Purposes · Get email alerts

Latest income
£56k
Latest spending
£23k
Registered
1987
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Dividends (100% of income)
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
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: accumulate income for the first 21 years to provide sufficient funds to meet the objects of the Charity (held: £1.6m)
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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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.
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
Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cambridgeshire

Income and spending

Financial year endIncomeSpending
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.