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THE VALENTINE CHARITABLE TRUST

Registered charity 1001782 · accounts filings on the Charity Commission register

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.

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.

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
0

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

Trustees

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

Operates in: Dorset

Income and spending

Financial year endIncomeSpending
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?

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.

FunderSimilar charities fundedAmount to them
TEES VALLEY COMMUNITY FOUNDATION1£6k
ROYAL SOCIETY OF WILDLIFE TRUSTS1£0

Charities like this

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