THE KELLY FAMILY CHARITABLE TRUST
Latest income
£110k
Latest spending
£172k
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.
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.
Trustees
- JENNY KELLYchair
- ANNIE JAY KELLY
- BRIAN MATTINGLEY
- MICHAEL FIELD
- SHELDON ANDREW CORDELL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £110k | £172k |
| 31/03/2024 | £116k | £164k |
| 31/03/2023 | £109k | £159k |
| 31/03/2022 | £104k | £152k |
| 31/03/2021 | £101k | £117k |
Common questions
Is THE KELLY FAMILY CHARITABLE TRUST financially healthy?
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.