THE AURUM CHARITABLE TRUST
TO FURTHER SUCH OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.TRUSTEE'S DO NOT ACCEPT UNSOLICITED APPEALS.
Objects
TO FURTHER SUCH OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that the charity's free reserves were £nil at the year-end, a position the trustees attribute to the timing of expenditure recognition and transfers from the endowment fund. The trustees' reserves policy is to distribute income arising in each financial year, and they do not consider significant free reserves necessary given the availability of the expendable endowment fund. Per the independent auditor's report, there are no material uncertainties relating to the charity's ability to continue as a going concern.
What the accounts disclose
“Total incoming resources for the year ended 31 May 2025 was £1,847,100 (2024: £1,098,183) consisting of investment income of £161,395 (2024: £214,827) and transfers from the endowment fund of £1,685,705 (2024: £883,356).” — page 5
“At 31 May 2025 the charity’s free reserves were £nil (2024: £nil). The nil balances at the balance sheet dates is the result of the timing of expenditure recognition and the transfer of funds from endowment to unrestricted funds.” — page 5
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- 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 31/05/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/05/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/05/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/05/2025)
Trustees
- Anthony Martin Mitchell
- ELIZABETH JANE JACK
- Isobel Mary Jack
- Patrick Barnaby Jack
- RODERICK DANIEL JACK
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/05/2025 | £1.8m | £1.8m |
| 31/05/2024 | £1.1m | £1.1m |
| 31/05/2023 | £1.1m | £1.1m |
| 31/05/2022 | £1.3m | £1.3m |
| 31/05/2021 | £10.6m | £940k |
Common questions
Is THE AURUM CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity's free reserves were £nil at the year-end, a position the trustees attribute to the timing of expenditure recognition and transfers from the endowment fund. The trustees' reserves policy is to distribute income arising in each financial year, and they do not consider significant free reserves necessary given the availability of the expendable endowment fund. Per the independent auditor's report, there are no material uncertainties relating to the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Blue Spire Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DEMENTIA ADVENTURE TRUST | 1 | £2k |
Charities like this
- THE STATHAM FAMILY CHARITABLE TRUST
- THE FULMER CHARITABLE TRUST
- THE BARHAM CHARITABLE TRUST
- THE OFENHEIM CHARITABLE TRUST
- AUDREY EARLE CHARITABLE TRUST
- THE ARDEOLA CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE AURUM CHARITABLE TRUST | £1.8m | — | 0 | below | — | no doubt |
| THE STATHAM FAMILY CHARITABLE TRUST | £62k | — | 0 | unclear | — | no doubt |
| THE FULMER CHARITABLE TRUST | £494k | — | 0 | above | — | no doubt |
| THE BARHAM CHARITABLE TRUST | £58k | — | — | unclear | — | no doubt |
| THE OFENHEIM CHARITABLE TRUST | £554k | — | 0 | within | — | no doubt |
| AUDREY EARLE CHARITABLE TRUST | £180k | — | 0 | unclear | — | no doubt |