THE MENZIES CHARITY FOUNDATION

Registered charity 1136667 · accounts filings on the Charity Commission register

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.

Objects

TO FURTHER SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE, IN PARTICULAR BUT NOT EXCLUSIVELY, THE RELIEF OF POVERTY AND SICKNESS WORLD-WIDE AND THE PROMOTION OF URBAN AND RURAL REGENERATION THROUGH THE PROVISION OF GRANTS TO OTHER ORGANISATIONS AND THE ADVANCEMENT OFEDUCATION OF THE PUBLIC IN THE SUBJECT OF BUSINESS FINANCE BY PROVIDING TRAINING AND BUSINESS ADVICE,

Area of benefit: WORLD-WIDE

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 · Get email alerts

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.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 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.

• 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
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Volunteer management

Public fundraising profile: JustGiving — The Menzies Charity Foundation (matched by registered charity number).

Trustees · trustee networks

• Christopher Maloney
• Clive Baldock
• Geraldine Finn
• Simon Massey

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

Operates in: Throughout England

Income and spending

Common questions