BENTLEY PRIORY MANSION HOUSE OPERATIONAL ENDOWMENT FUND
TO MANAGE THE INVESTMENT OF AN ENDOWMENT FUND TO SUPPORT THE OPERATION OF THE BENTLEY PRIORY BATTLE OF BRITAIN TRUST AND THE BENTLEY PRIORY MUSEUM AND LEARNING CENTRE. THE ?2.6M ENDOWMENT FUND WAS TRANSFERRED TO THE TRUST IN SEPTEMBER 2012. SUBSEQUENTLY THE TRUST HAS TAKEN FINANCIAL ADVISE AND INVESTED THE FUNDS IN 2 INVESTMENT FUNDS.
Financial health, per its FY2025 accounts
The charity holds total net assets of £2,820,007, consisting entirely of endowment funds with a value of £2.6M. The accounts state that reserves are not required because the Trust maintains this capital, which is used to generate income to support the Museum Trust. The charity reports a sound financial position with no creditors falling due within one year other than minor accruals.
What the accounts disclose
“The Trust maintains a capital with a value of £2.6M so reserves are not required.”
Year-over-year changes
- Reserves position vs the charity's own policy moved from "below" (FY2024) to "above" (FY2025).
Trustees
- Cllr Norman Stevensonchair
- Air Vice-Marshal Clive Bairsto
- KEITH FERRY
- WG CDR LESLIE ROBERT POWELL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/10/2025 | £358k | £133k |
| 31/10/2024 | £244k | £133k |
| 31/10/2023 | £16k | £139k |
| 31/10/2022 | £0 | £344k |
| 31/10/2021 | £406k | £103k |
Common questions
Is BENTLEY PRIORY MANSION HOUSE OPERATIONAL ENDOWMENT FUND financially healthy?
Per its FY2025 accounts: The charity holds total net assets of £2,820,007, consisting entirely of endowment funds with a value of £2.6M. The accounts state that reserves are not required because the Trust maintains this capital, which is used to generate income to support the Museum Trust. The charity reports a sound financial position with no creditors falling due within one year other than minor accruals. Its FY2025 accounts were independently examined.