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

THE PHILIP BEYNON CHARITABLE TRUST

Registered charity 1071917 · accounts filings on the Charity Commission register

Trustees Do Not accept any unsolicited applications.

Causes: Other Charitable Purposes · Get email alerts

Latest income
£57k
Latest spending
£73k
Registered
1998
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held free reserves of £156 at the end of the period, alongside bank balances of £20,127 and investments valued at £2,313,428 within the expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs and contingencies, while noting that the endowment fund can be released to support charitable activities.

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

What the accounts disclose

Reserves policy: maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks (held: £156)
“The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: HSBC Trust Company (UK) Limited paid for trust administration and investment management services; authorized under trust deed.
“HSBC Trust Company (UK) Limited was paid £22,407 for trust administration and investment management services during the year under review. These fees are authorised under clause 2 of the trust deed.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: City Of Swansea · Vale Of Glamorgan

Income and spending

Financial year endIncomeSpending
09/03/2025£57k£73k
05/04/2024£61k£56k
05/04/2023£45k£65k
05/04/2022£33k£56k
05/04/2021£37k£69k

Common questions

Is THE PHILIP BEYNON CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity held free reserves of £156 at the end of the period, alongside bank balances of £20,127 and investments valued at £2,313,428 within the expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs and contingencies, while noting that the endowment fund can be released to support charitable activities. Its FY2025 accounts were independently examined.