THE VALENTINE CHARITABLE TRUST

Registered charity 1001782 · accounts filings on the Charity Commission register

To apply income and capital towards such charitable purposes as the Trustees may in their absolute discretion think fit. In particular, (but without limitation), (i) the provision of such amenities and facilities for the benefit of the public as are not provided from public funds and (ii) the protection and safeguarding of the countryside and wildlife and the control and reduction of pollution.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£1.3m

Latest spending

£1.3m

Registered

1991

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust reported a net deficit of £52,772 for the year ended 30 September 2025, driven by charitable expenditure exceeding incoming resources. However, the Trust's total net assets increased to £42,760,153 due to significant unrealised gains on its investment portfolio. The Trustees maintain that the Trust has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Reserves policy: approximately £150,000 in the income fund (held: £173k)

“The Trustees meet quarterly and aim to maintain a cash balance of approximately £150,000 in the income fund to meet the commitments falling due in each forthcoming quarter. The income reserves at 30 September 2025 show a surplus of £173,399 (2024: £175,667).”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Fletcher & Partners. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 30/09/2025)

Total income

£1.3m

Total spending

£1.3m

Cost of raising funds

£77k

Reserves (reported)

£0

Employees

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, cost of raising funds: 5.9% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

Clare Elizabeth Neville-Jones
DOUGLAS JAMES EDWARD NEVILLE-JONES · trustee of 1 other charity
Fiona Normington-Smith
Martin Thomas Oliver Stanley
Merlin David Philip Lewis · trustee of 1 other charity
PETER JAMES LEATHERDALE FSI
ROGER ASHTON GREGORY
SUSAN CAROLINE KING PATTERSON
SUSAN JANE RIDLEY

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

Operates in: Dorset

Income and spending

Financial year end	Income	Spending
30/09/2025	£1.3m	£1.3m
30/09/2024	£1.3m	£1.3m
30/09/2023	£1.1m	£1.2m
30/09/2022	£1.1m	£974k
30/09/2021	£986k	£807k

Common questions

Is THE VALENTINE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust reported a net deficit of £52,772 for the year ended 30 September 2025, driven by charitable expenditure exceeding incoming resources. However, the Trust's total net assets increased to £42,760,153 due to significant unrealised gains on its investment portfolio. The Trustees maintain that the Trust has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by Fletcher & Partners.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
ASPEN TRUST	1	£1.3m
THE FIDELITY UK FOUNDATION	1	£390k
THE ADRIAN SWIRE CHARITABLE TRUST	1	£85k
THE NATURE RECOVERY PROJECT	1	£77k
BRCK Foundation	1	£45k
ROYAL SOCIETY OF WILDLIFE TRUSTS	1	£30k
D L M CHARITABLE TRUST	1	£19k
THE BANISTER CHARITABLE TRUST	1	£15k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with EARTH TRUST.

EARTH TRUST income £2.6m
SCHREIBER CHARITABLE TRUST income £820k
GREENFIELD VALLEY TRUST income £164k
INVESTREAM CHARITABLE TRUST income £153k
THE SARGENT CHARITABLE TRUST income £682k
TEES VALLEY WILDLIFE TRUST LTD income £708k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE VALENTINE CHARITABLE TRUST	£1.3m	—	0	unclear	—	no doubt
EARTH TRUST FY2025	£2.6m	—	—	unclear	—	no doubt
SCHREIBER CHARITABLE TRUST FY2025	£820k	—	0	unclear	—	no doubt
GREENFIELD VALLEY TRUST FY2025	£164k	—	0	unclear	—	no doubt
INVESTREAM CHARITABLE TRUST FY2025	£153k	—	0	above	—	no doubt
THE SARGENT CHARITABLE TRUST FY2025	£682k	—	0	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.