MOUNTSORREL UNITED CHARITIES

Registered charity 1027652 · accounts filings on the Charity Commission register

Invests funds and distributes income to other charities.

Causes: Other Charitable Purposes · Get email alerts

Financial health, per its FY2024 accounts

The accounts state that the charity reported a net surplus of £1,177,007 for the year ended 31 December 2024, driven by significant gains on investment assets. Per the trustees' report, free unrestricted reserves stood at £91,088, which is below the stated policy target of approximately one year’s unrestricted management, administration and support costs.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Somerbys Limited. 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.

• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Structured financials (annual return, FY ending 31/12/2024)

Reported reserves equal ~3.7 months of spending — below the median for charities its size (median 7.1 months; benchmarks).

Per its annual return, largest income source: Investments (68% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 9.8% of total income — in the top quarter for charities its size (median 3.0%) (benchmarks).

Trustees · trustee networks

• David Mark Gallagher
• David Winsor
• Edward Philip Shaw
• George Overton
• Jayne Elizabeth Ilett · trustee of 1 other charity
• MEGAN PIRT · trustee of 3 other charities
• Paul Albert Harris · trustee of 2 other charities
• Rev Colin Ernst Resch · trustee of 2 other charities

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

Operates in: Leicestershire

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MOUNTSORREL CHURCH OF ENGLAND FUND.

• MOUNTSORREL CHURCH OF ENGLAND FUND income £171k
• H M SASSOON CHARITABLE TRUST income £124k
• MOUNTSORREL EDUCATIONAL FUND income £152k
• ALEXANDER SHTIEBEL income £248k
• ST SEPULCHRE (FINSBURY) UNITED CHARITIES income £225k
• CAERSALEM EVANGELICAL CHURCH GORSEINON income £201k

Side by side with its peers

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