THE BURNHAM HEALTH PROMOTION TRUST
The principle aims of the Trust are to promote good health and well-being in the people of Burnham, Buckinghamshire, particularly the young and the elderly. The Trust is also involved in the relief of sickness.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £26,108 for the year, resulting in a decrease in total funds from £1,921,874 to £1,895,766. Per the trustees' report, the charity holds unrestricted reserves of £1,894,199 and maintains low-risk assets in excess of one year's operating overheads, with no stated minimum reserves policy target. The charity is dependent on grant funding from the Louis and Valerie Freedman Charitable Settlement to support initiatives it could not otherwise undertake from its own income.
What the accounts disclose
“The other income was comprised of investment income of £69,027 (2024: £61,258).” — page 10
“The charity will ensure it holds low risk assets with a value that is in excess of one year's operating overheads at all times”
“In the year Hughes Collett, a firm controlled by Francis Hughes, a trustee, provided accountancy and payroll services to the trust in the sum of £7,054 (2024: £8,520). The trust paid £Nil to the Burnham Health Centre towards utilities and support costs (2024 - Nil), which represented an arm’s length transaction for the services received. Dr Simon Daily is a partner in the doctors’ practice operating from the Burnham Health Centre.” — page 23
“In the year Hughes Collett, a firm controlled by Francis Hughes, a trustee, provided accountancy and payroll services to the trust in the sum of £7,054 (2024: £8,520). The trust paid £Nil to the Burnham Health Centre towards utilities and support costs (2024 - Nil), which represented an arm’s length transaction for the services received. Dr Simon Daily is a partner in the doctors’ practice operating from the Burnham Health Centre.” — page 23
Trustees
- Debroy Kenneth Barrett
- Dr SIMON DAVID JOHN DAILY
- Francis Henry Hughes
- Jacqueline Laver
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £100k | £192k |
| 30/09/2024 | £111k | £203k |
| 30/09/2023 | £134k | £173k |
| 30/09/2022 | £109k | £151k |
| 30/09/2021 | £89k | £142k |
Common questions
Is THE BURNHAM HEALTH PROMOTION TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £26,108 for the year, resulting in a decrease in total funds from £1,921,874 to £1,895,766. Per the trustees' report, the charity holds unrestricted reserves of £1,894,199 and maintains low-risk assets in excess of one year's operating overheads, with no stated minimum reserves policy target. The charity is dependent on grant funding from the Louis and Valerie Freedman Charitable Settlement to support initiatives it could not otherwise undertake from its own income. Its FY2025 accounts were independently examined.
Who funds THE BURNHAM HEALTH PROMOTION TRUST?
Funders whose own accounts filings name THE BURNHAM HEALTH PROMOTION TRUST as a grant recipient include THE LOUIS AND VALERIE FREEDMAN CHARITABLE SETTLEMENT.
Shared trustees with funders
- Francis Henry Hughes — trustee here and at THE LOUIS AND VALERIE FREEDMAN CHARITABLE SETTLEMENT
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE LOUIS AND VALERIE FREEDMAN CHARITABLE SETTLEMENT | FY2023 | £65k | Community health promotion |
| THE LOUIS AND VALERIE FREEDMAN CHARITABLE SETTLEMENT | FY2022 | £20k | Community health promotion |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 2 | £884k |
| PARKINSON'S DISEASE SOCIETY OF THE UNITED KINGDOM | 1 | £55k |
| PETER HARRISON FOUNDATION | 1 | £30k |
| THE HOBSON CHARITY LIMITED | 1 | £2k |
Charities like this
- THE BURNHAMS SURGERY COMMUNITY HEALTHCARE TRUST
- BUCKINGHAMSHIRE HEALTHCARE NHS TRUST CHARITABLE FUND
- ISLAND HEALTH TRUST
- BURNHAM ON SEA BAPTIST CHURCH
- Berkshire Healthcare Charity
- BURNHAM BEECHES AND STOKE COMMON
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BURNHAM HEALTH PROMOTION TRUST | £100k | — | 0 | above | — | no doubt |
| THE BURNHAMS SURGERY COMMUNITY HEALTHCARE TRUST | £121k | — | 0 | unclear | — | no doubt |
| BUCKINGHAMSHIRE HEALTHCARE NHS TRUST CHARITABLE FUND | £1.3m | — | 0 | above | — | no doubt |
| ISLAND HEALTH TRUST | £363k | — | 0 | unclear | — | no doubt |
| BURNHAM ON SEA BAPTIST CHURCH | £116k | — | 0 | unclear | — | no doubt |
| Berkshire Healthcare Charity | £641k | — | 0 | above | — | no doubt |