THE TERTON SOGYAL TRUST
The objects of the Trust are the promotion and advance of Buddhism in all parts of the world and in any manner that is charitable in law.
Objects
1. THE CHARITY IS ESTABLISHED TO PROMOTE AND ADVANCE THE BUDDHIST RELIGION IN ALL PARTS OF THE WORLD IN ANY MANNER WHICH IS CHARITABLE IN LAW AS THE DIRECTORS SHALL DECIDE 2. IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF CLAUSE 1) THIS MAY INCLUDE: (A) THE ESTABLISHMENT AND MAINTENANCE OF SCHOOLS CENTRES COLLEGES RETREATS MONASTERIES NUNNERIES AND OTHER INSTITUTIONS FOR THE PRESERVATION STUDY AND PRACTICE OF BUDDHISM; (B) THE ESTABLISHMENT AND MAINTENANCE OF LIBRARIES AND FACILTIES FOR THE PRESERVATION AND STUDY OF BUDDHISM (C) TO PRESERVE TIBETAN PHILOSOPHY LOGIC METAPHYSICS ART SACRED DANCE SACRED MUSIC ARTS CRAFTS AND SKILLS MEDICINE AND PHILOSOPHY AND THE RELICS IMAGES OBJECTS (WHETHER SACRED OR OTHERWISE) ASSOCIATED WITH THEM.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net surplus of £53,806 for the year ended 31 December 2025, driven by significant investment gains and foreign exchange movements. Free unrestricted reserves stood at £73,823, which is below the trustees' stated policy target of maintaining reserves equivalent to six months of unrestricted charitable expenditure. The charity is reliant on donations and bequests, with total incoming resources from these sources amounting to £19,110.
What the accounts disclose
“The trustees aim to maintain free reserves in unrestricted funds at a level that equates to approximately six months of unrestricted charitable expenditure.” — page 5
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 vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2023
- Grant-making is its main activity
Corporate structure
- Registered company of the charity Companies House 03245152 · Financial health read from its filings
Company officers (Companies House)
- CHALLINOR, Alison on trustee list
- HODGSON, Ralph on trustee list
- DA SILVA, Mark David not on trustee list
- SCHRAM, Averil Gay on trustee list
Trustees
- Alison Challinor
- Averil Schram
- Mark David Da Silva
- Ralph Hodgson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £86k | £82k |
| 31/12/2024 | £76k | £69k |
| 31/12/2023 | £70k | £121k |
| 31/12/2022 | £79k | £17k |
| 31/12/2021 | £76k | £146k |
Common questions
Is THE TERTON SOGYAL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £53,806 for the year ended 31 December 2025, driven by significant investment gains and foreign exchange movements. Free unrestricted reserves stood at £73,823, which is below the trustees' stated policy target of maintaining reserves equivalent to six months of unrestricted charitable expenditure. The charity is reliant on donations and bequests, with total incoming resources from these sources amounting to £19,110. Its FY2025 accounts were independently examined.
Charities like this
- THE ZEN TRUST
- THE TEN CHARITABLE TRUST
- THERAVADA MONASTIC TRUST
- SALAHUDDIN TRUST
- THE SALO BORDON CHARITABLE TRUST
- CHURCHGATE CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE TERTON SOGYAL TRUST | £86k | — | 0 | unclear | — | no doubt |
| THE ZEN TRUST | £88k | — | 0 | below | — | no doubt |
| THE TEN CHARITABLE TRUST | £589k | — | 0 | above | — | no doubt |
| THERAVADA MONASTIC TRUST | £2.0m | — | 0 | unclear | — | no doubt |
| SALAHUDDIN TRUST | £133k | — | 0 | above | — | no doubt |
| THE SALO BORDON CHARITABLE TRUST | £144k | — | 0 | above | — | no doubt |