THE ELIZABETHAN TRUST
Raising the quality and extending the scope of education available to young persons and supporting the objectives of Oakham School
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £6,847,029, which are significantly higher than the £304,754 in cash held. The Trustees report that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. The charity's primary risk is identified as inadequate investment returns relative to its benchmark, rather than liquidity or operational viability.
What the accounts disclose
Structured financials (annual return, FY ending 31/08/2024)
Trustees
- David Francis Crean
- IAN ROGER SUMMERTON
- Neil Andrew Wright
- PROFESSOR N T GORMAN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £261k | £232k |
| 31/08/2024 | £4.1m | £234k |
| 31/08/2023 | £143k | £226k |
| 31/08/2022 | £122k | £216k |
| 31/08/2021 | £94k | £208k |
Common questions
Is THE ELIZABETHAN TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £6,847,029, which are significantly higher than the £304,754 in cash held. The Trustees report that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. The charity's primary risk is identified as inadequate investment returns relative to its benchmark, rather than liquidity or operational viability. Its FY2025 accounts were audited by HaysMac LLP.