THE MENZIES CHARITY FOUNDATION
Working with voluntary services groups in the locality of Menzies LLP offices and staff to identify organisations and/or individuals that may be in need of help. Trustees meet regularly to review applications and make decisions based upon the resources of the organisation to whom funds will be granted. The Trustees always wish to be provided with feedback in respect of specific projects funded.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased by £10,175 during the period, while restricted funds increased by £1,642, resulting in a net decrease in total cash holdings from £36,424 to £27,891. The charity's policy is not to hold substantial reserves for extended periods, with funds raised for specific purposes distributed as soon as feasible. No material matters came to the examiner's attention regarding the keeping of accounting records or the accuracy of the accounts.
What the accounts disclose
“The Charity's policy is not to hold substantial reserves for extended periods.” — page 3
“This is principally achieved by making grants from monies raised from local fundraising by the staff at the various offices of Menzies LLP, supplemented by gifts from Menzies LLP itself.” — page 2
Trustees
- Christopher Maloney
- Clive Baldock
- Geraldine Finn
- Simon Massey
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £70k | £79k |
| 30/06/2024 | £55k | £32k |
| 30/06/2023 | £51k | £41k |
| 30/06/2022 | £37k | £34k |
| 30/06/2021 | £18k | £37k |
Common questions
Is THE MENZIES CHARITY FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased by £10,175 during the period, while restricted funds increased by £1,642, resulting in a net decrease in total cash holdings from £36,424 to £27,891. The charity's policy is not to hold substantial reserves for extended periods, with funds raised for specific purposes distributed as soon as feasible. No material matters came to the examiner's attention regarding the keeping of accounting records or the accuracy of the accounts. Its FY2025 accounts were independently examined.