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THE BAY TREE CHARITABLE TRUST

Registered charity 1044091 · accounts filings on the Charity Commission register

Latest income
£165k
Latest spending
£820k
Registered
1995
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that total funds decreased by £21,603 to £8,576,615, driven by grants of £800,000 exceeding total income of £165,076, despite investment gains of £633,609. The trustees consider free reserves to be adequate and not excessive in light of their policy to distribute approximately £120,000 annually, noting that the unrestricted fund sustains future grant-making capabilities.

What the accounts disclose

Reserves policy: distribute approximately £120,000 in each financial year (held: £8.6m)
“the trustees' policy is to administer the investment assets on an absolute return basis and seek to distribute approximately £120,000 in each financial year (subject to regular review).”
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Loan from Trustee
“At the balance sheet date there is also £100,000 (2023: £150,000) owed to Ian Benton, one of the Trustees, in respect of a loan. During the year £50,000 was waived from the loan principal, and recognised in income from donations.” — page 19
“The total amount of donations and legacies received from Trustees or related parties was £62,500 (2023 - £770,116).” — page 20
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Donations from Related Parties
“At the balance sheet date there is also £100,000 (2023: £150,000) owed to Ian Benton, one of the Trustees, in respect of a loan. During the year £50,000 was waived from the loan principal, and recognised in income from donations.” — page 19
“The total amount of donations and legacies received from Trustees or related parties was £62,500 (2023 - £770,116).” — page 20
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Structured financials (annual return, FY ending 31/12/2023)

Total income
£861k
Total spending
£146k
Cost of raising funds
£6k
Reserves (reported)
£50k
Employees
0

Reported reserves equal ~4.1 months of spending — below the median for charities its size (median 7.0 months; benchmarks).

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£165k£820k
31/12/2023£891k£146k
31/12/2022£168k£114k
31/12/2021£105k£124k
31/12/2020£87k£165k

Common questions

Is THE BAY TREE CHARITABLE TRUST financially healthy?

The accounts state that total funds decreased by £21,603 to £8,576,615, driven by grants of £800,000 exceeding total income of £165,076, despite investment gains of £633,609. The trustees consider free reserves to be adequate and not excessive in light of their policy to distribute approximately £120,000 annually, noting that the unrestricted fund sustains future grant-making capabilities. Its FY2024 accounts were independently examined.

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
SUICIDE & CO1£4k

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