MONTPELIER FOUNDATION LIMITED

Registered charity 1139851 · accounts filings on the Charity Commission register · also known as MONTPELIER FOUNDATION

Operations of the Foundation were scaled up in year ending 31 Dec.13. Two full-time employees joined the team.The Board approved 9 new & follow-on grants & 4 PRIs. Thorough monitoring of projects was conducted. PRIs were approved for companies in Latin America, Africa & UK, in education and youth development. A small amount of interest was received for one of the PRIs in year ending 31 Dec. 13.

Objects

THE OBJECTS OF THE CHARITY ARE SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.

Area of benefit: WORLDWIDE

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 · Education/training · The Prevention Or Relief Of Poverty · Accommodation/housing · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£86k

Latest spending

£1.9m

Registered

2011

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £3,501,206, which is significantly above the trustees' stated policy target of £186,626 (representing 50% of annual costs). The charity reported a net outgoing of £1,466,560 driven by grant-making of £1,555,084, which was partially offset by investment gains of £428,248 and interest income. The trustees confirmed the charity has adequate resources to continue as a going concern.

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

What the accounts disclose

Highest-paid employee band: £80,000 - £90,000

“2025 Remunera- £60,000 - £70,000 - £80,000 - £90,000 tion bracket £70,000 £80,000 £90,000 £100,000 Employees 1 0 1 0”

Per its FY2025 accounts as filed with the Charity Commission.

Employees paid over £60,000: 2

“2025 Remunera- £60,000 - £70,000 - £80,000 - £90,000 tion bracket £70,000 £80,000 £90,000 £100,000 Employees 1 0 1 0”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: 50% of its annual staff, support costs and governance costs (reserves figure: £3.5m)

“The Trustees have determined that MF should maintain 50% of its annual staff, support costs and governance costs in reserves.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 6 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.

Bullying and harassment policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

Employees paid over £60,000: 2 (£60,001–£70,000: 1; £80,001–£90,000: 1)
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

Employees paid over £60,000: 4 (£60,001–£70,000: 1; £70,001–£80,000: 1; £80,001–£90,000: 1; £90,001–£100,000: 1)
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

Employees paid over £60,000: 3 (£60,001–£70,000: 1; £70,001–£80,000: 2)
Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 31/12/2023)

Total income

£1.4m

Total spending

£2.0m

Cost of raising funds

£16k

Reserves (reported)

£6.0m

Employees

Per its annual return, largest income source: Donations and legacies (90% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 1.2% of total income.

Trustees · trustee networks

NICHOLAS COURNOYERchair
Mireya Alvarez Mendizabal
RICHARD BRASS · trustee of 1 other charity

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

Operates in: City Of London

Income and spending

Financial year end	Income	Spending
31/12/2025	£86k	£1.9m
31/12/2024	£123k	£1.9m
31/12/2023	£1.4m	£2.0m
31/12/2022	£88k	£1.9m
31/12/2021	£122k	£1.8m

Common questions

Is MONTPELIER FOUNDATION LIMITED financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £3,501,206, which is significantly above the trustees' stated policy target of £186,626 (representing 50% of annual costs). The charity reported a net outgoing of £1,466,560 driven by grant-making of £1,555,084, which was partially offset by investment gains of £428,248 and interest income. The trustees confirmed the charity has adequate resources to continue as a going concern. Its FY2025 accounts were independently examined.

What does the highest-paid employee of MONTPELIER FOUNDATION LIMITED earn?

Per its FY2025 accounts, the highest-paid employee was in the £80,000 - £90,000 band, and 2 employees earned over £60,000.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
National Philanthropic Trust UK Limited	1	£4.8m
THE APAX FOUNDATION	1	£157k
ZURICH COMMUNITY TRUST (UK) LIMITED	1	£32k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with PRINCETON CHARITABLE FOUNDATION LIMITED.

PRINCETON CHARITABLE FOUNDATION LIMITED income £13.2m
THE MILES MORLAND FOUNDATION income £235k
THE OPENWORK FOUNDATION income £1.2m
MS FOUNDATION LIMITED income £46k
THE PENDERELS TRUST LIMITED income £9.5m
DAVID AND ELAINE POTTER FOUNDATION income £205k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
MONTPELIER FOUNDATION LIMITED	£86k	£80,000 - £90,000	2	above	—	no doubt
PRINCETON CHARITABLE FOUNDATION LIMITED FY2025	£13.2m	—	0	unclear	—	no doubt
THE MILES MORLAND FOUNDATION FY2025	£235k	—	—	within	—	no doubt
THE OPENWORK FOUNDATION FY2025	£1.2m	—	0	unclear	—	no doubt
MS FOUNDATION LIMITED FY2025	£46k	—	0	above	—	no doubt
THE PENDERELS TRUST LIMITED FY2025	£9.5m	—	1	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.