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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, those working in health-related areas, and, particularly, those that may benefit the inhabitants of Chepstow, Monmouthshire, and the Forest of Dean.

Causes: General Charitable Purposes · Get email alerts

Latest income
£96k
Latest spending
£107k
Registered
2001
Accounts read
FY2025

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

Largest income source: Investments (81% of income)
“Income from listed investments 77,578” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: three and six month's expenditure (held: £2.1m)
“It is the policy of the trust that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month's expenditure.” — page 4
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: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£96k£107k
05/04/2024£102k£86k
05/04/2023£83k£97k
05/04/2022£86k£114k
05/04/2021£86k£345k

Common questions

Is THE FLORENCE SHUTE MILLENNIUM TRUST financially healthy?

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. Its FY2025 accounts were independently examined.

Who funds THE FLORENCE SHUTE MILLENNIUM TRUST?

Funders whose own accounts filings name THE FLORENCE SHUTE MILLENNIUM TRUST as a grant recipient include CORAM LIFE EDUCATION.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
CORAM LIFE EDUCATIONFY2024£2kProvision of Life Education workshops in schools within Gloucestershire
CORAM LIFE EDUCATIONFY2025£1kProvision of Life Education workshops in schools within Gloucestershire