THE VALENTINE CHARITABLE TRUST
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.
Objects
FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT AND 1)THE PROVISION OF SUCH AMENITIES AND FACILITIES FOR THE BENEFIT OF THE PUBLIC AS ARE NOT PROVIDED FROM PUBLIC FUNDS. 2)THE PROTECTION AND SAFEGUARDING OF THE COUNTRYSIDE AND WILDLIFE AND THE CONTROL AND REDUCTION OF POLLUTION.
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.
What the accounts disclose
“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).”
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
- Trustee expenses 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
Structured financials (annual return, FY ending 30/09/2025)
Trustees
- Clare Elizabeth Neville-Jones
- DOUGLAS JAMES EDWARD NEVILLE-JONES
- Fiona Normington-Smith
- Martin Thomas Oliver Stanley
- Merlin David Philip Lewis
- PETER JAMES LEATHERDALE FSI
- ROGER ASHTON GREGORY
- SUSAN CAROLINE KING PATTERSON
- SUSAN JANE RIDLEY
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.
Charities like this
- THE VALIANT CHARITABLE TRUST
- THE WANDS CHARITABLE TRUST
- THE MARGARETHE CHARITABLE TRUST
- THE VELVET FOUNDATION
- MARTIN CHARITABLE TRUST
- DR. VIVIAN CHILD CHARITABLE TRUST
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 |
| THE VALIANT CHARITABLE TRUST | £120k | — | 0 | unclear | — | no doubt |
| THE WANDS CHARITABLE TRUST | £376k | — | 0 | within | — | no doubt |
| THE MARGARETHE CHARITABLE TRUST | £290k | — | 0 | above | — | no doubt |
| THE VELVET FOUNDATION | £46k | — | 0 | unclear | — | no doubt |
| MARTIN CHARITABLE TRUST | £157k | — | 0 | unclear | — | no doubt |