THE KELLY FAMILY CHARITABLE TRUST

Registered charity 1102440 · accounts filings on the Charity Commission register

The Kelly Family Trust was founded in 2004 with the aim of providing support to small local charities carrying out community projects.The Trustees agreed during the period to move the grant giving focus from communities to individual families,and in July 2006 the trustees agreed to amend the grant giving guidelines to favour charities that nuture the potential of a supportive family structure.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£111k

Latest spending

£150k

Registered

2004

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £2,406,710, which the trustees consider to be within their stated policy target of three to six months' expenditure. The trust reported a net decrease in funds of £110,094 due to charitable grants exceeding investment income, yet maintains a substantial reserve balance.

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: £2.4m)

“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

JENNY KELLYchair
ANNIE JAY KELLY
BRIAN MATTINGLEY
MICHAEL FIELD
SHELDON ANDREW CORDELL

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/03/2026	£111k	£150k
31/03/2025	£110k	£172k
31/03/2024	£116k	£164k
31/03/2023	£109k	£159k
31/03/2022	£104k	£152k

Common questions

Is THE KELLY FAMILY CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £2,406,710, which the trustees consider to be within their stated policy target of three to six months' expenditure. The trust reported a net decrease in funds of £110,094 due to charitable grants exceeding investment income, yet maintains a substantial reserve balance. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with The Family Trust.

The Family Trust income £4.8m
KENT FAMILY FOUNDATION income £2.2m
THE FAMILY RICH CHARITIES TRUST income £138k
SOLI AND LEAH KELATY FAMILY TRUST FUND income £122k
THE HALE FAMILY CHARITABLE TRUST income £357k
THE STEVENSON FAMILY'S CHARITABLE TRUST income £397k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE KELLY FAMILY CHARITABLE TRUST	£111k	—	within	—	no doubt
The Family Trust FY2024	£4.8m	—	unclear	—	no doubt
KENT FAMILY FOUNDATION FY2025	£2.2m	—	unclear	—	no doubt
THE FAMILY RICH CHARITIES TRUST FY2024	£138k	—	unclear	—	no doubt
SOLI AND LEAH KELATY FAMILY TRUST FUND FY2025	£122k	—	unclear	—	no doubt
THE HALE FAMILY CHARITABLE TRUST FY2025	£357k	—	unclear	—	no doubt

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