THE ELIZABETHAN TRUST

Registered charity 507950 · accounts filings on the Charity Commission register

Raising the quality and extending the scope of education available to young persons and supporting the objectives of Oakham School

Causes: Education/training · Grant history (this charity is a funder) · Get email alerts

Latest income
£261k
Latest spending
£232k
Registered
1978
Accounts read
FY2025

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.

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

What the accounts disclose

Accounts audited by HaysMac LLP. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 31/08/2024)

Total income
£4.1m
Total spending
£234k
Reserves (reported)
£7.1m
Employees
0

Trustees · trustee networks

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

Operates in: Rutland

Income and spending

Financial year endIncomeSpending
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.