THE MONMOTHIAN CHARITABLE TRUST
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.
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.
What the accounts disclose
“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
“The trustees do not consider there is any need fo maintain any fixed level reserves as the charity has no commitments for expenses.”
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Steven James Raikeschair
- ANTHONY CHARLES ROBERTS
- Annabelle Cracknell-Jones
- Anthony William Dewar Roberts
- Charles Thomas Russell Walker
- David Haydn Evans
- ROGER CHARLES ATKINS
- Simon Roger George
- William England
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.