BRIAN MURTAGH CHARITABLE TRUST
We are a family trust which makes grants to small charitable organisations with an income below £300,000. We support children & young adults UK and worldwide in the areas of physical & learning disabilities, social disadvantage, education, poverty, sickness & trauma. We aim to support small charities and enable them to grow. All applications must be made through our online website.
Objects
FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT
Financial health, per its FY2025 accounts
The accounts state that the charity remains in a strong financial position with unrestricted funds totaling £5,448,422 as of 31 January 2025, an increase from the previous year. The charity does not employ any staff and incurs no fundraising costs, directing maximum resources to grant-making activities. The trustees confirm that the financial statements are prepared on a going concern basis with no material uncertainties identified.
What the accounts disclose
“The funding source for the year was returns and disposals generated from existing investments.” — page 5
“There were no costs of raising funds. The charities income is derived entirely from investment income.” — page 14
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/01/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/01/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/01/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/01/2025)
Trustees
- Benjamin Rencherchair
- Elliott Duke
- Emily Sequeira
- Peter Sequeira
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £856k | £466k |
| 31/01/2024 | £112k | £524k |
| 31/01/2023 | £406k | £556k |
| 31/01/2022 | £910k | £614k |
| 31/01/2021 | £341k | £336k |
Common questions
Is BRIAN MURTAGH CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity remains in a strong financial position with unrestricted funds totaling £5,448,422 as of 31 January 2025, an increase from the previous year. The charity does not employ any staff and incurs no fundraising costs, directing maximum resources to grant-making activities. The trustees confirm that the financial statements are prepared on a going concern basis with no material uncertainties identified. Its FY2025 accounts were audited by Cannon Williamson.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £2k |
| SKELTON BOUNTY | 1 | £1k |
| THE EDWARD AND DOROTHY CADBURY TRUST | 1 | £1k |
| THE SIR JAMES ROLL CHARITABLE TRUST | 1 | £1k |
| THE EQUILIBRIUM FOUNDATION | 1 | £500 |
Charities like this
- THE JONGEN CHARITABLE TRUST
- ROWAN BENTALL CHARITABLE TRUST ( R11 )
- THE BROUGHTON FAMILY CHARITABLE TRUST
- THE BIRSHAN CHARITABLE TRUST
- THE PURCHAS CHARITABLE TRUST
- ROBERT ARMITAGE CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BRIAN MURTAGH CHARITABLE TRUST | £856k | — | 0 | unclear | 0.0% | no doubt |
| THE JONGEN CHARITABLE TRUST | £22.3m | — | 0 | above | — | no doubt |
| ROWAN BENTALL CHARITABLE TRUST ( R11 ) | £82k | — | 0 | below | — | no doubt |
| THE BROUGHTON FAMILY CHARITABLE TRUST | £225k | — | — | unclear | — | no doubt |
| THE BIRSHAN CHARITABLE TRUST | £68k | — | 0 | unclear | — | no doubt |
| THE PURCHAS CHARITABLE TRUST | £10k | — | 0 | unclear | — | no doubt |