THE RATCLIFFE CHARITABLE TRUST

Registered charity 802320 · accounts filings on the Charity Commission register

Donating to existing charitable causes. Makes grants to individuals, voluntary organisations and other charitable organisations for the benefit of young people in the south east England area.

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

Latest income
£29k
Latest spending
£47k
Registered
1989
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased by £57,363 to £1,266,579 due to a net loss on investments of £20,095 and charitable expenditure exceeding income. The trustees maintain a policy of distributing substantially all investment income while maintaining capital value, with reserves represented by investment holdings. No material uncertainties affecting the charity's ability to continue as a going concern were identified by the independent examiner.

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

What the accounts disclose

Reserves policy: maintaining the capital value of the investments over time (held: £1.3m)
The trustees have an objective of at least maintaining the capital value of the investments over time and thus substantially all of the reserves are represented by the value of the investment holdings. — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Moore Barlow LLP charges for administrative support services; one trustee is a partner in the firm.
Included within these financial statements is an amount of £6,720 (2024: £6,120) in respect of charges from Moore Barlow LLP for administrative support services. One of the trustees, T Adams, is also a partner in Moore Barlow LLP. — page 15
Included within cash at bank is an amount of £11,333 (2024: £22,781) held by Moore Barlow LLP on behalf of the trust. — page 15
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Cash held by Moore Barlow LLP on behalf of the trust.
Included within these financial statements is an amount of £6,720 (2024: £6,120) in respect of charges from Moore Barlow LLP for administrative support services. One of the trustees, T Adams, is also a partner in Moore Barlow LLP. — page 15
Included within cash at bank is an amount of £11,333 (2024: £22,781) held by Moore Barlow LLP on behalf of the trust. — page 15
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: Hampshire · Surrey · West Sussex

Income and spending

Financial year endIncomeSpending
05/04/2025£29k£47k
05/04/2024£39k£63k
05/04/2023£35k£50k
05/04/2022£36k£84k
05/04/2021£27k£60k

Common questions

Is THE RATCLIFFE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased by £57,363 to £1,266,579 due to a net loss on investments of £20,095 and charitable expenditure exceeding income. The trustees maintain a policy of distributing substantially all investment income while maintaining capital value, with reserves represented by investment holdings. No material uncertainties affecting the charity's ability to continue as a going concern were identified by the independent examiner. Its FY2025 accounts were independently examined.