Charity Accounts Intelreading the accounts so you don’t have to

THE BALSDON TRUST

Registered charity 1114545 · accounts filings on the Charity Commission register

The Trust makes grants of money to organisations and individuals resident or operating within the area of benefit which is an area within ten miles as the crow flies from any of the parish churches of Holsworthy, Langtree or Halwill in the County of Devon

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Amateur Sport · website · Get email alerts

Latest income
£33k
Latest spending
£40k
Registered
2006
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted reserves of £27,071 at the end of the period, which exceeds its stated policy target of holding £5,000. The charity reported a net surplus of £6,979 for the year, funded primarily by dividends, interest, and rents, with charitable grants totaling £39,580.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Dividends and Interest (77% of income)
“Dividends and Interest 25,215”
Per its FY2025 accounts as filed with the Charity Commission.
Fundraising cost ratio: 5000.0% of fundraised income
“The present policy of the Trustees to hold in reserve £5000 of the rent paid by its tenants. These reserves will be used to maintain and repair the property as needed.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: £5000 (held: £27k)
“The present policy of the Trustees to hold in reserve £5000 of the rent paid by its tenants.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Cornwall · Devon

Income and spending

Financial year endIncomeSpending
30/04/2025£33k£40k
30/04/2024£31k£27k
30/04/2023£31k£33k
30/04/2022£28k£31k
30/04/2021£27k£21k

Common questions

Is THE BALSDON TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £27,071 at the end of the period, which exceeds its stated policy target of holding £5,000. The charity reported a net surplus of £6,979 for the year, funded primarily by dividends, interest, and rents, with charitable grants totaling £39,580.