THE MALCOLM ISAAC CHARITABLE TRUST
To apply trust funds for such charitable purposes as the trustees see fit in any part of the world with a particular interest in supporting medical and horticultural projects.
Objects
SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted funds of £1,737,165, derived from investment income of £61,791 and charitable grants totaling £5,095. Expenditure on charitable activities was £5,095, with investment management costs of £13,112, resulting in a net movement in funds. The trustees confirm the charity is a going concern and holds adequate funds to meet current liabilities.
What the accounts disclose
“It is the intention of the Trustees to maintain the capital of the trust so as to provide a continuing, and hopefully increasing, stream of income in the short and medium terms.” — page 5
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Andrew Bays
- Christopher Berriman Martin
- Lucinda Geraldine Stanford
- Margaret Mary Lowe
- Susan Mary Fielder
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £62k | £18k |
| 05/04/2024 | £61k | £239k |
| 05/04/2023 | £58k | £168k |
| 05/04/2022 | £54k | £196k |
| 05/04/2021 | £58k | £116k |
Common questions
Is THE MALCOLM ISAAC CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted funds of £1,737,165, derived from investment income of £61,791 and charitable grants totaling £5,095. Expenditure on charitable activities was £5,095, with investment management costs of £13,112, resulting in a net movement in funds. The trustees confirm the charity is a going concern and holds adequate funds to meet current liabilities. Its FY2025 accounts were independently examined.