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WHITEHEAD MONCKTON CHARITABLE FOUNDATION

Registered charity 1139173 · accounts filings on the Charity Commission register

The Whitehead Monckton Charitable Foundation was established by Whitehead Monckton Solicitors in 2010 to provide funding to a wide range of charities based in or operating mainly within Kent, many of whom you may not recognise.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£874k
Latest spending
£82k
Registered
2010
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted funds decreased by £28,065 to £414,513, predominantly held in an investment portfolio valued at £411,906. The trustees confirm that reserves are maintained at a reasonable level and believe the investment portfolio will support grant-making activity for at least the next 12 months. No staff were employed during the year, and the charity is governed by a board of trustees who receive no remuneration.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: reserves maintained at a reasonable level (held: £415k)
“The financial reserves policy is reviewed and agreed by the Trustees in regular meetings so that funds can be distributed in accordance with the Articles of Association, and reserves maintained at a reasonable level, in order that the Charity remains able to provide for future needs.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.

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

Structured financials (annual return, FY ending 31/03/2025)

Total income
£874k
Total spending
£82k
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Trustees · trustee networks

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

Operates in: East Sussex · Essex · Kent

Income and spending

Financial year endIncomeSpending
31/03/2025£874k£82k
31/03/2024£28k£76k
31/03/2023£17k£69k
31/03/2022£18k£53k
31/03/2021£72k£70k

Common questions

Is WHITEHEAD MONCKTON CHARITABLE FOUNDATION financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted funds decreased by £28,065 to £414,513, predominantly held in an investment portfolio valued at £411,906. The trustees confirm that reserves are maintained at a reasonable level and believe the investment portfolio will support grant-making activity for at least the next 12 months. No staff were employed during the year, and the charity is governed by a board of trustees who receive no remuneration. Its FY2024 accounts were independently examined.