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.

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.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Bournemouth, Christchurch and Poole, South West, England (from the postcode on the 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.

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 (reserves figure: £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.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

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 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 5.9% of total income — above the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

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?

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

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE VALENTINE CHARITABLE TRUST£1.3m—0unclear—no doubt
THE VALIANT CHARITABLE TRUST FY2025£120k—0unclear—no doubt
THE WANDS CHARITABLE TRUST FY2026£376k—0within—no doubt
THE MARGARETHE CHARITABLE TRUST FY2026£290k—0above—no doubt
THE VELVET FOUNDATION FY2025£46k—0unclear—no doubt
MARTIN CHARITABLE TRUST FY2026£157k—0unclear—no doubt

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