The Musk-Burton Family Trust
The charity donates monies to organisations and individuals who will use them exclusively in ways which fall within the companies objects
Objects
THE TRUSTEES MUST APPLY THE INCOME OF THE CHARITY TO ADVANCE SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES SHALL DETERMINE FROM TIME TO TIME INCLUDING BUT WITHOUT LIMITATION AND IN NO ORDER OF PRIORITY:1) THE RELIEF OF POVERTY AND NEED.2) THE ADVANCEMENT OF EDUCATION.3) THE PROMOTION OF THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT.4) THE RELIEF OF SICKNESS AND PRESERVATION OF HEALTH.5) THE ADVANCEMENT OF RELIGION.( THE OBJECTS ) IN ALL CASES BY THE DONATION OF FUNDS TO INDIVIDUALS OR ORGANISATIONS WHO WILL USE THEM EXCLUSIVELY IN WAYS WHICH FALL WITHIN THE OBJECTS.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £8,668,046 as of 31 March 2025, held to fund ongoing charitable commitments. The charity reported a net movement in funds of (687,131) for the year, driven by charitable donations of £797,086 against total income of £159,792. The trustees confirmed adequate resources for the foreseeable future with no material uncertainties identified regarding going concern.
What the accounts disclose
“During the year the Trust paid £10,800 of fees to Mrs S Falvey, a trustee, for her work on behalf of the charity. The Trust has also paid £15,618 of fees to Cowgill Holloway LLP in which trustee Mr A J Ball is a Partner, for accountancy services during the year.” — page 15
“The Trust has also paid £15,618 of fees to Cowgill Holloway LLP in which trustee Mr A J Ball is a Partner, for accountancy services during the year.” — page 15
“During the year the Trust paid £10,800 of fees to Mrs S Falvey, a trustee, for her work on behalf of the charity.” — page 15
“The Trust has also paid £15,618 of fees to Cowgill Holloway LLP in which trustee Mr A J Ball is a Partner, for accountancy services during the year.” — page 15
“During the year the Trust paid £10,800 of fees to Mrs S Falvey, a trustee, for her work on behalf of the charity.” — page 15
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
- 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 31/03/2025
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for acting as trustee
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for acting as trustee; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for acting as trustee; payments to trustees for services to the charity
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 4 were received after the due date: year ending 31/03/2025 (received 23/02/2026, 23 days after the 31/01/2026 due date); year ending 31/03/2024 (received 06/08/2025, 187 days after the 31/01/2025 due date); year ending 31/03/2023 (received 09/09/2024, 222 days after the 31/01/2024 due date); year ending 31/03/2021 (received 23/03/2022, 51 days after the 31/01/2022 due date).
Trustees
- ANDY BALLchair
- Benjamin Luke Burton
- SARAH ALICE FALVEY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £160k | £865k |
| 31/03/2024 | £280k | £329k |
| 31/03/2023 | £251k | £310k |
| 31/03/2022 | £239k | £636k |
| 31/03/2021 | £262k | £783k |
Common questions
Is The Musk-Burton Family Trust financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £8,668,046 as of 31 March 2025, held to fund ongoing charitable commitments. The charity reported a net movement in funds of (687,131) for the year, driven by charitable donations of £797,086 against total income of £159,792. The trustees confirmed adequate resources for the foreseeable future with no material uncertainties identified regarding going concern. Its FY2025 accounts were audited by Barlow Andrews LLP.
Charities like this
- THE BROUGHTON FAMILY CHARITABLE TRUST
- THE MACDONALD-BUCHANAN CHARITABLE TRUST
- THE MANSON FAMILY CHARITABLE TRUST
- THE MULLION CHARITABLE TRUST
- MUCKLOW CHARITABLE TRUST LIMITED
- THE COMPTON CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| The Musk-Burton Family Trust | £160k | — | 0 | unclear | — | no doubt |
| THE BROUGHTON FAMILY CHARITABLE TRUST | £225k | — | — | unclear | — | no doubt |
| THE MACDONALD-BUCHANAN CHARITABLE TRUST | £108k | — | 0 | unclear | — | no doubt |
| THE MANSON FAMILY CHARITABLE TRUST | £38k | — | 0 | above | — | no doubt |
| THE MULLION CHARITABLE TRUST | £45k | — | 0 | below | — | no doubt |
| MUCKLOW CHARITABLE TRUST LIMITED | £1.6m | — | — | unclear | — | no doubt |