THE MARY ROBERTSON TRUST

Registered charity 327900 · accounts filings on the Charity Commission register

General charitable purposes.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£115k

Latest spending

£144k

Registered

1988

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £2,895,498, representing a net increase from the previous year. The Trust reports that both capital growth and dividend income exceeded industry averages, though total expenditure exceeded incoming resources for the year.

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

What the accounts disclose

Largest income source: Investment income (100% of income)

“The Trust's assets derive entirely from the benefactions from its founder which are invested in a fund managed by Quilter Cheviot.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

REV CANON LESLIE JAMES MORLEYchair
ANTHONY HUNTINGTON
HELEN SCOTT
Julia Ruth Nutbrown
PROF CHRIS O'BRIEN · trustee of 1 other charity
Pamela Anne Collins
Thalej Vashista

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

Operates in: China · Leicestershire · Lincolnshire · Nepal · Nottinghamshire

Income and spending

Financial year end	Income	Spending
05/04/2025	£115k	£144k
05/04/2024	£115k	£134k
05/04/2023	£103k	£117k
05/04/2022	£91k	£127k
05/04/2021	£78k	£125k

Common questions

Is THE MARY ROBERTSON TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £2,895,498, representing a net increase from the previous year. The Trust reports that both capital growth and dividend income exceeded industry averages, though total expenditure exceeded incoming resources for the year. Its FY2025 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE JD FOUNDATION	1	£561k
MATER ECCLESIAE CIO	1	£190k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ADINT CHARITABLE TRUST.

THE ADINT CHARITABLE TRUST income £212k
1692 income £462k
ST MARY'S EDUCATIONAL AND CHARITABLE TRUST income £214k
THE CUNMONT CHARITABLE TRUST income £2.4m
AL-MANAR CENTRE TRUST income £161k
THE BLAIR TRUST FUND income £187k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE MARY ROBERTSON TRUST	£115k	—	unclear	—	no doubt
THE ADINT CHARITABLE TRUST FY2025	£212k	—	unclear	—	no doubt
1692 FY2025	£462k	—	within	—	no doubt
ST MARY'S EDUCATIONAL AND CHARITABLE TRUST FY2025	£214k	—	unclear	—	no doubt
THE CUNMONT CHARITABLE TRUST FY2025	£2.4m	—	unclear	—	no doubt
AL-MANAR CENTRE TRUST FY2024	£161k	—	within	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.