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Netherton Trust

Scottish charity SC028262 · record on the Scottish Charity Register (OSCR) · accounts PDF

Latest income
£879k
Latest spending
£231k
Accounts read
FY2025

Financial health, per FY2025 accounts

The accounts state that total unrestricted reserves amounted to £7,083,106.62, which the Trustees consider sufficient to meet objectives. The charity reported a net loss of £629,454.75 on investments, resulting in a net income of £34,471.96 for the year. The Trustees consider the financial position to be sound and note no material uncertainties regarding going concern.

What the accounts disclose

Related-party transaction: Investment management fees paid to Rathbone Investment Management, where one Trustee is a Director.
“one of the Trustees, is a Director of Rathbone Investment Management. Rathbone Investment Management are the Investment Advisors. Investment management fees of £25,827.54 (2024: £22,358.74) were paid during the year and £6,361.24 (2024: £6,333.74) is outstanding at the year end.” — page 4
Per FY2025 accounts as filed with OSCR.
Related-party transaction: Two Trustees donated investments valued at £714,101.25.
“one of the Trustees, is a Director of Rathbone Investment Management. Rathbone Investment Management are the Investment Advisors. Investment management fees of £25,827.54 (2024: £22,358.74) were paid during the year and £6,361.24 (2024: £6,333.74) is outstanding at the year end.” — page 4
Per FY2025 accounts as filed with OSCR.
Register data and accounts from the Scottish Charity Regulator (OSCR), used under the Open Government Licence. Automated analysis; the filed accounts are authoritative.