THE FLORENCE SHUTE MILLENNIUM TRUST

Registered charity 1085358 · accounts filings on the Charity Commission register

The charity makes donations to organisations, particularly, but not necessarily exclusively, working in health related areas, and, particularly, those that may benefit the inhabitants of Monmouthshire, and the Forest of Dean.

Objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST FOR SUCH ONE OR MORE OF THE BENEFICIARIES IN SUCH SHARE OR SHARES AND AT SUCH TIME OR TIMES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DECIDE AND FOR THE PURPOSES HEREOF "A BENEFICIARY" SHALL MEAN A CHARITY (OTHER THAN THE FLORENCE SHUTE MILLENNIUM TRUST) REGISTERED WITH THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES

Area of benefit: NOT DEFINED. IN PRACTICE NATIONAL.

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

Registered contact address: Monmouthshire, Wales (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £2,101,390, which the trustees consider to be within their stated policy target of three to six months' expenditure. The trust reported a small net surplus of £212 for the year, funded by investment income of £95,892 against charitable expenditure of £106,538.

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

What the accounts disclose

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.

• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Risk management
• Safeguarding policy and procedures
• 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.

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

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 3 were received after the due date: year ending 05/04/2023 (received 11/11/2024, 280 days after the 05/02/2024 due date); year ending 05/04/2022 (received 13/02/2023, 8 days after the 05/02/2023 due date); year ending 05/04/2021 (received 21/03/2022, 44 days after the 05/02/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• Dr James Allisonchair
• JAMES LEIGH ZORAB
• URSULA BRIDGET MARY WILLIAMS

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

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

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.

Charities like this

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

• THE MULLION CHARITABLE TRUST income £45k
• THE FLORENCE TURNER TRUST income £218k
• DEESIDE COMMUNITY TRUST income £599k
• THE SMITH (HALTWHISTLE AND DISTRICT) CHARITABLE TRUST income £79k
• FROGNAL TRUST income £104k
• D L M CHARITABLE TRUST income £198k

Side by side with its peers

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