THE PHILIP BEYNON CHARITABLE TRUST
Trustees Do Not accept any unsolicited applications.
Objects
TO PAY THE INCOME THEREFROM TO THE GOWER SOCIETY (REGISTERED CHARITY NUMBER 258372) CARE OF MR D P FREEMAN TREASURER 25 FERRARA SQUARE MARITIME QUARTER SWANSEA SA1 1DW AND THE GLAMORGAN WILDLIFE TRUST LIMITED (REGISTERED CHARITY NUMBER 200653) OF GLAMORGAN NATURE CENTRE FOUNTAIN ROAD TONDU BRIDGEND MID GLAMORGAN CF32 OEH
Financial health, per its FY2026 accounts
The accounts state that free reserves were £10,329 at the end of the period, with the trustees pursuing a policy of maintaining reserves to cover future needs and contingencies. The charity holds significant investable assets, including bank balances of £29,305 and investments valued at £2,550,709 within the expendable endowment fund. The independent examiner confirmed that no material matters came to their attention that would cause concern regarding the accounts or accounting records.
What the accounts disclose
“Income From Investments Interest Received Sub total (Gross income for AR) A2 Asset and investment sales, (see table). Sale Of Investments”
“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.”
“Ludlow Trust Company Limited was paid £6,286 for trust administration and fees during the year under review. These fees are authorised under clause 2 of the trust deed.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- 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)
Self-declared on the annual return for the financial year ending 09/03/2026
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 09/03/2025
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 09/03/2026 | £63k | £62k |
| 09/03/2025 | £57k | £73k |
| 05/04/2024 | £61k | £56k |
| 05/04/2023 | £45k | £65k |
| 05/04/2022 | £33k | £56k |
Common questions
Is THE PHILIP BEYNON CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The accounts state that free reserves were £10,329 at the end of the period, with the trustees pursuing a policy of maintaining reserves to cover future needs and contingencies. The charity holds significant investable assets, including bank balances of £29,305 and investments valued at £2,550,709 within the expendable endowment fund. The independent examiner confirmed that no material matters came to their attention that would cause concern regarding the accounts or accounting records. Its FY2026 accounts were independently examined.
Charities like this
- THE PAYBACK TIME TRUST
- THE BROWN SOURCE TRUST
- THE PANTHEON CHARITABLE TRUST
- THE IONE VASSILIOU CHARITABLE TRUST
- HANNAH VIVIENNE DELMA JAMES DECEASED CHARITABLE TRUST
- THE JOAN WYATT CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE PHILIP BEYNON CHARITABLE TRUST | £63k | — | 0 | unclear | — | no doubt |
| THE PAYBACK TIME TRUST | £143k | — | 0 | unclear | — | no doubt |
| THE BROWN SOURCE TRUST | £120k | — | 0 | unclear | — | no doubt |
| THE PANTHEON CHARITABLE TRUST | £216k | — | 0 | unclear | — | no doubt |
| THE IONE VASSILIOU CHARITABLE TRUST | £84k | — | 0 | above | — | no doubt |
| HANNAH VIVIENNE DELMA JAMES DECEASED CHARITABLE TRUST | £64k | — | 0 | unclear | — | no doubt |