THE FULMER CHARITABLE TRUST

Registered charity 1070428 · accounts filings on the Charity Commission register

Donations made at the discretion of the trustees

Objects

FOR SUCH PURPOSES AS ARE CAPABLE OF BEING PURSUED AND BEING HELD TO BE CHARITABLE UNDER ENGLISH LAW SUBJECT TO THAT AND ALWAYS WITHIN THE TERMS THEREOF THE TRUSTEES SHALL HAVE FULL REGARD TO THE WISHES OF THE SETTLOR EXPRESSED BY THEM DURING HIS LIFETIME AND ANY WRITTEN EXPRESSION OF THOSE WISHES.

Area of benefit: NOT DEFINED.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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 · Get email alerts

Registered contact address: Wiltshire, South West, England (from the postcode on the register)

Latest income

£494k

Latest spending

£541k

Registered

1998

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £13,516,145, which the trustees consider sufficient to meet immediate charitable requirements and ongoing administration. The charity's reserves policy is to retain reserves sufficient to cover one year of normal operating costs, a target described as being covered many times over. The independent auditors confirmed that the use of the going concern basis of accounting was appropriate with no material uncertainties identified.

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

What the accounts disclose

Largest income source: Investment income (92% of income)

“Investment income of £451,971 (PY - £430,466) was received”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: one year of normal operating costs (reserves figure: £13.5m)

“The charity retains reserves at a level sufficient to cover one year of normal operating costs.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Donations received from trustees/connected parties

“Donations totalling £41,700 (2024: £50,000) were received from the trustees and parties connected to them.” — page 26

“The Trust gave £1,500 (2024: £3,500) to the Dragonfly Schools Foundation of which C Mytum is the Chair of Trustees.” — page 26

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Grant to Dragonfly Schools Foundation (Chair C Mytum)

“Donations totalling £41,700 (2024: £50,000) were received from the trustees and parties connected to them.” — page 26

“The Trust gave £1,500 (2024: £3,500) to the Dragonfly Schools Foundation of which C Mytum is the Chair of Trustees.” — page 26

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by David Owen & Co. Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission; Care Inspectorate Wales (CIW); Estyn: Her Majesty's Inspectorate For Education And Training In Wales; Financial Conduct Authority; Homes England; Healthcare Inspectorate Wales (HIW); Ofsted (Office For Standards In Education); Welsh Government (Social Landlords And Housing Associations). This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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
Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £305k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

CAROLINE MARY MYTUM
JOHN SPENCER REIS
JULIA ANN REIS
Rev Canon Philip Arthur Bromiley

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2025	£494k	£541k
31/12/2024	£493k	£500k
31/12/2023	£488k	£433k
31/12/2022	£391k	£408k
31/12/2021	£357k	£301k

Common questions

Is THE FULMER CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £13,516,145, which the trustees consider sufficient to meet immediate charitable requirements and ongoing administration. The charity's reserves policy is to retain reserves sufficient to cover one year of normal operating costs, a target described as being covered many times over. The independent auditors confirmed that the use of the going concern basis of accounting was appropriate with no material uncertainties identified. Its FY2025 accounts were audited by David Owen & Co.

Who funds THE FULMER CHARITABLE TRUST?

Funders whose own accounts filings name THE FULMER CHARITABLE TRUST as a grant recipient include DEMENTIA ADVENTURE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
DEMENTIA ADVENTURE TRUST	FY2025	£2k	Funding for Family Supported Break.

Charities like this

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

FRAZER TRUST income £614k
THE CHARTERHOUSE CHARITABLE TRUST income £58k
MERRIMAN CHARITABLE FOUNDATION income £251k
G F EYRE CHARITABLE TRUST income £124k
FARRER AND CO CHARITABLE TRUST income £102k
CHILTERN CHARITABLE TRUST income £27k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE FULMER CHARITABLE TRUST	£494k	—	above	—	no doubt
FRAZER TRUST FY2025	£614k	—	unclear	—	no doubt
THE CHARTERHOUSE CHARITABLE TRUST FY2025	£58k	—	above	—	no doubt
MERRIMAN CHARITABLE FOUNDATION FY2025	£251k	—	unclear	—	no doubt
G F EYRE CHARITABLE TRUST FY2025	£124k	—	above	—	no doubt
FARRER AND CO CHARITABLE TRUST FY2025	£102k	—	below	—	no doubt

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