FRANCIS NEILSON TRUST FUND
Assisting Liverpool Cathedral with the maintenance and education of the boy and girl choristers and the provision of singing and music tuition.
Objects
to pay or apply the income arising therefrom in each year for any or all of the following purposes: a) supporting and promoting the education of the Choristers of Liverpool Cathedral Choir ('Choristers') in cultural and scientific arts; b) such other benefits to or for the Choristers associated with their overall education; c) supporting the provision of special services, not being part of the ordinary or daily activity of Liverpool Cathedral;d) in otherwise promoting the continued existence of Liverpool Cathedral Choir ('the Choir') within the Cathedral including through assisting in the recruitment of Choristers and the promotion of the Choir throughout the Diocese.For the purposes of this clause a Chorister means any Chorister who is under the age of 25
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £139,080, while the trustees believe it is prudent to ensure sufficient funds for future development. The charity received a significant one-off transfer of £2,144,267.94 from the winding up of a parent trust, with £2,100,642.00 sent to investment managers for reinvestment. The trustees report that budgeted income and expenditure are sufficient for the charity to continue as a going concern.
What the accounts disclose
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/09/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/09/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/09/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 30/09/2025 (received 31/07/2026, 1 day after the 30/07/2026 due date); year ending 30/09/2023 (received 01/08/2024, 2 days after the 30/07/2024 due date).
Trustees
- Dr Sue Joneschair
- IAN BAKEWELL
- Margaret Anne Swinson
- NICHOLAS BASSON
- PATRICIA LESLEY HEYES
- Professor Edward Adams
- Revd Canon Myles Davies
- Stephen Christopher Mannings
- Thomas Stafford Roberts
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £89k | £151k |
| 30/09/2024 | £103k | £131k |
| 30/09/2023 | £106k | £90k |
| 30/09/2022 | £98k | £85k |
| 30/09/2021 | £88k | £84k |
Common questions
Is FRANCIS NEILSON TRUST FUND financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £139,080, while the trustees believe it is prudent to ensure sufficient funds for future development. The charity received a significant one-off transfer of £2,144,267.94 from the winding up of a parent trust, with £2,100,642.00 sent to investment managers for reinvestment. The trustees report that budgeted income and expenditure are sufficient for the charity to continue as a going concern. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE CATHERINE COOKSON CHARITABLE TRUST | 1 | £50k |
| THE PUBLIC INTEREST FOUNDATION | 1 | £33k |
| THE W A HANDLEY CHARITY TRUST | 1 | £15k |
Charities like this
- THE FRIENDS OF LIVERPOOL CATHEDRAL
- LIVERPOOL CATHEDRAL COMMITTEE
- NELSON COMMUNITY TRUST
- THE PHILIPSON DITCHLING TRUST
- THE FIELDROSE CHARITABLE TRUST
- NORWICH CATHEDRAL TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| FRANCIS NEILSON TRUST FUND | £89k | — | 0 | unclear | — | no doubt |
| THE FRIENDS OF LIVERPOOL CATHEDRAL | £34k | — | 0 | above | — | no doubt |
| LIVERPOOL CATHEDRAL COMMITTEE | £67k | — | 0 | above | — | no doubt |
| NELSON COMMUNITY TRUST | £368k | Under £60,000 | 0 | unclear | — | no doubt |
| THE PHILIPSON DITCHLING TRUST | £39k | — | 0 | unclear | — | no doubt |
| THE FIELDROSE CHARITABLE TRUST | £325k | — | 0 | above | — | no doubt |