THE BEDFORD MEMORIAL TRUST

Registered charity 1077629 · accounts filings on the Charity Commission register

The charity makes gifts and donations to similar organisations as those supported by the charitable trust's founder.

Objects

TO BENEFIT SUCH CHARITABLE OBJECTS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT. THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT, PROVIDED THAT THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR A PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE TRUST IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE TRUST WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE TRUST ARISING IN THE THEN CURRENT YEAR

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 · Get email alerts

Latest income
£54k
Latest spending
£55k
Registered
1999
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £1,157,533, which the trustees consider sufficient to cover anticipated future expenditure. The charity reported a net movement in funds of £9,401, driven by investment gains and reduced grant payments compared to the prior year. The independent examiner confirmed that no material matters were identified during their examination of the financial statements.

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

What the accounts disclose

Largest income source: Investment income (100% of income)
“The principal funding sources were dividends of £53,485 (2024: £49,796) arising from the investment portfolio and interest of £87 (2024: £106) earned on the bank balances of the charity.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: sufficient to cover anticipated future expenditure (held: £1.2m)
“It is the policy of the Trustees to maintain the reserves of the charity at a level sufficient to cover anticipated future expenditure.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 15. Related parties
“During the year the charity paid fees of £3,000 (2024: £4,800) for the administration of the charity to Hansells Solicitors, a firm in which Ms R M McGurk and Miss J L Stockings are partners and Mr P Norton is a consultant.” — page 13
“During the year the charity made a grant of £10,000 (2024: £10,000) to The SAW Trust. Mr P Norton is a Trustee of both Bedford Memorial Trust and The SAW Trust.” — page 13
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 15. Related parties
“During the year the charity paid fees of £3,000 (2024: £4,800) for the administration of the charity to Hansells Solicitors, a firm in which Ms R M McGurk and Miss J L Stockings are partners and Mr P Norton is a consultant.” — page 13
“During the year the charity made a grant of £10,000 (2024: £10,000) to The SAW Trust. Mr P Norton is a Trustee of both Bedford Memorial Trust and The SAW Trust.” — page 13
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 15. Related parties
“During the year the charity paid fees of £3,000 (2024: £4,800) for the administration of the charity to Hansells Solicitors, a firm in which Ms R M McGurk and Miss J L Stockings are partners and Mr P Norton is a consultant.” — page 13
“During the year the charity made a grant of £10,000 (2024: £10,000) to The SAW Trust. Mr P Norton is a Trustee of both Bedford Memorial Trust and The SAW Trust.” — page 13
Per its FY2025 accounts as filed with the Charity Commission.

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

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.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£54k£55k
05/04/2024£50k£177k
05/04/2023£51k£28k
05/04/2022£48k£83k
05/04/2021£40k£29k

Common questions

Is THE BEDFORD MEMORIAL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,157,533, which the trustees consider sufficient to cover anticipated future expenditure. The charity reported a net movement in funds of £9,401, driven by investment gains and reduced grant payments compared to the prior year. The independent examiner confirmed that no material matters were identified during their examination of the financial statements. Its FY2025 accounts were independently examined.