Charity Accounts Intelreading the accounts so you don’t have to

MJB CHARITABLE TRUST

Registered charity 1067378 · accounts filings on the Charity Commission register

The provision of grants and assistance, primarily to vulnerable persons.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · Get email alerts

Latest income
£728k
Latest spending
£1.0m
Registered
1998
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free unrestricted reserves totalled £4,988,316, which the Trustees consider to be very significantly in excess of their stated policy target of committed grants plus £20,000. The charity reported a net movement in funds of a loss of £536,079 for the year, primarily driven by unrealised losses on investment assets, resulting in a decrease in total fund balances from the previous year.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: minimum of the committed grants and donations at any time plus £20,000 (held: £5.0m)
“It is the policy of the Charity to hold an amount equal to a minimum of the committed grants and donations at any time plus £20,000”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustees received donations
“During the year ending 31 March 2025 the Charity received donations of £465,000 (2024: £220,000) from its Trustees - Mr M J de H Bell and Mrs C.M Bell which have been grossed up for the attributable gift aid.” — page 14
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by SKS Audit LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£728k
Total spending
£1.0m
Reserves (reported)
£5.0m
Employees
0

Reported reserves equal ~58.5 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (80% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Cornwall · Dorset · Hampshire

Income and spending

Financial year endIncomeSpending
31/03/2025£728k£1.0m
31/03/2024£423k£586k
31/03/2023£312k£508k
31/03/2022£283k£374k
31/03/2021£615k£280k

Common questions

Is MJB CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free unrestricted reserves totalled £4,988,316, which the Trustees consider to be very significantly in excess of their stated policy target of committed grants plus £20,000. The charity reported a net movement in funds of a loss of £536,079 for the year, primarily driven by unrealised losses on investment assets, resulting in a decrease in total fund balances from the previous year. Its FY2025 accounts were audited by SKS Audit LLP.

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
THE KNIGHTLAND FOUNDATION1£80k
SF FOUNDATION1£33k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MANCHESTER CHARITABLE TRUST LTD.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
MJB CHARITABLE TRUST£728k—0above—no doubt
MANCHESTER CHARITABLE TRUST LTD FY2025£154k—0above—no doubt
MABEL COOPER CHARITY FY2025£314k—0unclear—no doubt
THE M AND L CHARITABLE TRUST FY2025£771k—0unclear—no doubt
MEKADSHEI SHEVEI CHARITABLE TRUST FY2025£156k—0unclear—no doubt
THE JEANNINE VASSILIOU CHARITABLE TRUST FY2025£115k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.