THE ATHERTON TRUST

Registered charity 515220 · accounts filings on the Charity Commission register

The objectives of the charity are to give financial support for the benefit of those residents in the parishes of Pontesbury and Hanwood and the Village areas of Annscroft and Hook-a-Gate.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Amateur Sport · Get email alerts

Latest income
£85k
Latest spending
£90k
Registered
1984
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity is self-funding and relies on investment income, with free reserves decreasing from £194,774 to £184,642 during the year. The trustees report that they awarded grants totaling £8,961, which aligns with their policy to pay grants equivalent to investment income. The independent examiner confirmed that no material matters came to their attention regarding the accounts.

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

What the accounts disclose

Reserves policy: The Trustees would normally pay Grants equivalent to their investment income. (held: £185k)
“The Trustees would normally pay Grants equivalent to their investment income.”
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: Shropshire

Income and spending

Financial year endIncomeSpending
05/04/2025£85k£90k
05/04/2024£44k£43k
05/04/2023£98k£104k
05/04/2022£71k£68k
05/04/2021£64k£64k

Common questions

Is THE ATHERTON TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity is self-funding and relies on investment income, with free reserves decreasing from £194,774 to £184,642 during the year. The trustees report that they awarded grants totaling £8,961, which aligns with their policy to pay grants equivalent to investment income. The independent examiner confirmed that no material matters came to their attention regarding the accounts. Its FY2025 accounts were independently examined.