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

BELVEDERE TRUST

Registered charity 1078667 · accounts filings on the Charity Commission register

Grant making to organisations.

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

Latest income
£773k
Latest spending
£985k
Registered
1999
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased significantly from £25,517,639 to £18,443,063, driven by investment losses and grant expenditures. The trustees maintain a reserves policy targeting three to six months of expenditure, and the current unrestricted balance of £18,443,063 is well above this threshold. The charity remains in a strong financial position with total net assets of £31,268,378 and adequate resources to continue as a going concern.

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

What the accounts disclose

Reserves policy: three and six month's expenditure (held: £18.4m)
“It is the policy of the Trust that unrestricted funds which have not been designated for a specific use should normally be maintained at a level equivalent to between three and six month's expenditure.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation from trustee's spouse
“During the year the charity received a cash donation of £5,000,000 (2024: £5,000,000) from the spouse of a trustee of the charity.” — page 37
“During the year the subsidiary, The Box Office New Inn Broadway Limited, incurred net recharged expenses and management fees amounting to £Nil (2024: £12,627) from a company of which there are common directors.” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Subsidiary management fees to common director company
“During the year the charity received a cash donation of £5,000,000 (2024: £5,000,000) from the spouse of a trustee of the charity.” — page 37
“During the year the subsidiary, The Box Office New Inn Broadway Limited, incurred net recharged expenses and management fees amounting to £Nil (2024: £12,627) from a company of which there are common directors.” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Subsidiary service charges to common control trust
“During the year the charity received a cash donation of £5,000,000 (2024: £5,000,000) from the spouse of a trustee of the charity.” — page 37
“During the year the subsidiary, The Box Office New Inn Broadway Limited, incurred net recharged expenses and management fees amounting to £Nil (2024: £12,627) from a company of which there are common directors.” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: The Box Office New Inn Broadway Limited
“The charity had one wholly owned subsidiary in the year, The Box Office New Inn Broadway Limited, a Company registered in England and Wales.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Sayers Butterworth LLP. Discloses 4 of 6 completeness components.

Corporate structure

THE BOX OFFICE NEW INN BROADWAY LIMITED — per its own Companies House accounts
  • During the year the company paid service charges amounting to £173,892 (2024: ENil) and incurred expenses to recharge amounting to £47,147 to The Box Office New Inn Broadway Service Charge Trust, a trust under common control. The balance outstanding at the year end to the company was £30,348 (2024: ENil).

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

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

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

Total income
£773k
Total spending
£985k
Cost of raising funds
£37k
Reserves (reported)
£10.6m
Employees
7

Reported reserves equal ~129.7 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (82% 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: 4.8% 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: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£773k£985k
31/03/2024£242k£781k
31/03/2023£785k£295k
31/03/2022£185k£676k
31/03/2021£443k£544k

Common questions

Is BELVEDERE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased significantly from £25,517,639 to £18,443,063, driven by investment losses and grant expenditures. The trustees maintain a reserves policy targeting three to six months of expenditure, and the current unrestricted balance of £18,443,063 is well above this threshold. The charity remains in a strong financial position with total net assets of £31,268,378 and adequate resources to continue as a going concern. Its FY2025 accounts were audited by Sayers Butterworth 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
LPW LIMITED1£291k
BEIS MENACHEM CHABAD LUBAVITCH1£183k
CHARITWORTH LIMITED1£110k
THE KNIGHTLAND FOUNDATION1£80k
THE RABBI MOSHE & LEAH DERMER FOUNDATION1£76k
JEG TRUST LIMITED1£40k
NORTHUMBERLAND NATIONAL PARK FOUNDATION1£40k
SF FOUNDATION1£33k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with BRITISH FRIENDS OF CHATZER HAKODESH VIZNITZ.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
BELVEDERE TRUST£773k—0above—no doubt
BRITISH FRIENDS OF CHATZER HAKODESH VIZNITZ FY2025£998k—0unclear—no doubt
FUTURE SCOPE CHARITABLE TRUST FY2024£236k—0above—no doubt
YAD VEACHISOMOCH L'CHAIM FY2025£834k—0unclear—no doubt
BELLJOE TZEDOKO LIMITED FY2024£725k—0unclear—no doubt
FAIZAN-E-MADINA MOSQUE COMMITTEE (TRUST) FY2025£536kUnder £60,0000unclear—no doubt

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