THE AIMWELL CHARITABLE TRUST
The Trustees made numerous donations to various charities during the course of the year details of which are shown in the accounts.
Objects
GENERAL CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DECIDE
Financial health, per its FY2025 accounts
The charity reported a net deficit of £70,050 for the year, reducing its unrestricted funds to £13,548,590. Despite the deficit, the trustees consider the current level of reserves satisfactory and maintain a target of £20,000,000 to be achieved through capital growth. The accounts confirm the charity is a going concern with sufficient liquidity to meet debts for at least 12 months.
What the accounts disclose
“the Trustee have set the sum of £20,000,000 as their reserves target, to be achieved by capital growth and further donations, although no specific timeframe is set for this.”
Policies the charity declares
- Complaints handling
- 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
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- 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 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- ISAAC KAYEchair
- Craig Cowan
- GEOFFREY R JAYSON
- STEVEN KAYE
- WARREN ROITER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £608k | £760k |
| 31/03/2024 | £229k | £1.1m |
| 31/03/2023 | £231k | £1.1m |
| 31/03/2022 | £133k | £1.1m |
| 31/03/2021 | £115k | £1.0m |
Common questions
Is THE AIMWELL CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The charity reported a net deficit of £70,050 for the year, reducing its unrestricted funds to £13,548,590. Despite the deficit, the trustees consider the current level of reserves satisfactory and maintain a target of £20,000,000 to be achieved through capital growth. The accounts confirm the charity is a going concern with sufficient liquidity to meet debts for at least 12 months. Its FY2025 accounts were audited by BKL Audit LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AMABRILL LTD | 1 | £50k |
| CLASSQUOTE LIMITED | 1 | £30k |
| KMB ESTATES | 1 | £18k |
Charities like this
- THE CORNWELL CHARITABLE TRUST
- TRUSTWELL LIMITED
- LIMOGES CHARITABLE TRUST
- GAMLEN CHARITABLE TRUST
- THE BOTHWELL CHARITABLE TRUST
- THE BRITWELL TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE AIMWELL CHARITABLE TRUST | £608k | — | 0 | unclear | — | no doubt |
| THE CORNWELL CHARITABLE TRUST | £38k | — | 0 | unclear | — | no doubt |
| TRUSTWELL LIMITED | £162k | — | 0 | above | — | no doubt |
| LIMOGES CHARITABLE TRUST | £69k | — | 0 | within | — | no doubt |
| GAMLEN CHARITABLE TRUST | £700k | — | 0 | above | — | no doubt |
| THE BOTHWELL CHARITABLE TRUST | £123k | — | — | unclear | — | no doubt |