THE SIMON & ELIZABETH BATEY CHARITABLE TRUST

Registered charity 1095086 · accounts filings on the Charity Commission register

Latest income
£929k
Latest spending
£161k
Registered
2002
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity generated a surplus of £1,077,912 for the year ended 22 November 2025, bringing total unrestricted funds to £3,118,164. The Trustees confirmed there are no material uncertainties regarding the Trust's ability to continue as a going concern. Net assets increased significantly from £2,040,252 in the previous year, supported by investment gains and donor contributions.

What the accounts disclose

Accounts independently examined (not a full audit).

Structured financials (annual return, FY ending 22/11/2025)

Total income
£929k
Total spending
£161k
Cost of raising funds
£5k
Reserves (reported)
£3.1m
Employees
0

Reported reserves equal ~231.8 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
22/11/2025£929k£161k
22/11/2024£495k£164k
22/11/2023£91k£81k
22/11/2022£260k£87k
22/11/2021£303k£72k

Common questions

Is THE SIMON & ELIZABETH BATEY CHARITABLE TRUST financially healthy?

The accounts state that the charity generated a surplus of £1,077,912 for the year ended 22 November 2025, bringing total unrestricted funds to £3,118,164. The Trustees confirmed there are no material uncertainties regarding the Trust's ability to continue as a going concern. Net assets increased significantly from £2,040,252 in the previous year, supported by investment gains and donor contributions. Its FY2025 accounts were independently examined.

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