THE MONMOTHIAN CHARITABLE TRUST

Registered charity 1129186 · accounts filings on the Charity Commission register

The objects of the Trust are for the benefit of such charitable purposes or charitable institutions within the county of Monmouthshire, The Forest of Dean and South Herefordshire at such times and in such manner and proportions as the trustees may from time to time in their discretion determine and in particular for the William Jones Foundation for the benefit of Monmouth School.

Objects

TO PROVIDE THAT THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND IN TRUST FOR SUCH CHARITIES, OR FOR SUCH CHARITABLE PURPOSES, AND IN SUCH PROPORTION, AND IN SUCH MANNER, AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY IN THEIR ABSOLUTELY UNCONTROLLED DISCRETION DETERMINE, AND IN PARTICULAR FOR THE WILLIAM JONES FOUNDATION FOR THE BENEFIT OF MONMOUTH SCHOOL, AND WILL HAVE REGARD TO ANY AND ALL RECOMMENDATIONS FOR BENEFIT MADE BY THE EXECUTIVE COMMITTEE OF THE CLUB OR MAKE RECOVERY AND TO PROVIDE UNDERSTANDING ASSISTANCE AND CARE FOR THE WELFARE OF PATIENTS AND THEIR FAMILIES, EITHER FREE OF CHARGE OR SUBJECT TO SUCH PAYMENT AS THE TRUSTEES OF THE COMPANY MAY THINK FIT.

Area of benefit: UNDEFINED. IN PRACTICE, LOCAL.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · website · Get email alerts

Latest income
£29k
Latest spending
£11k
Registered
2009
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £72,150 as of 30 April 2025. The trustees report that they do not consider there is any need to maintain any fixed level of reserves because the charity has no commitments for expenses. The independent examiner confirmed that the accounts present a true and fair view in accordance with applicable accounting standards.

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

What the accounts disclose

Largest income source: donations, legacies and gifts
“The main source of income is from donations, legacies and gifts and the trustees do not intend to seek funds from other sources at the moment.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: no fixed level reserves (held: £72k)
“The trustees do not consider there is any need fo maintain any fixed level reserves as the charity has no commitments for expenses.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/04/2025£29k£11k
30/04/2024£19k£12k
30/04/2023£28k£87k
30/04/2022£19k£9k
30/04/2021£29k£22k

Common questions

Is THE MONMOTHIAN CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £72,150 as of 30 April 2025. The trustees report that they do not consider there is any need to maintain any fixed level of reserves because the charity has no commitments for expenses. The independent examiner confirmed that the accounts present a true and fair view in accordance with applicable accounting standards. Its FY2025 accounts were independently examined.