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.

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

£123k

Latest spending

£1.9m

Registered

2011

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £4,967,766, which the trustees confirmed was sufficiently covered by unrestricted funds to meet their stated policy target of maintaining 50% of annual costs (£244,062). The charity reported a net outgoing of £1,058,343 for the year, primarily driven by charitable grant expenditures exceeding investment and other income.

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

What the accounts disclose

Reserves policy: 50% of its annual staff, support costs and governance costs (held: £5.0m)

“The Trustees have determined that MF should maintain 50% of its annual staff, support costs and governance costs in reserves. This figure amounts to £244,062” — page 5

Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

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

Reported reserves equal ~36.2 months of spending — in the top quarter for charities its size (median 7.0 months; benchmarks).

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 — below the median for charities its size (2.9%) (benchmarks).

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
31/12/2024	£123k	£1.9m
31/12/2023	£1.4m	£2.0m
31/12/2022	£88k	£1.9m
31/12/2021	£122k	£1.8m
31/12/2020	£280k	£1.7m

Common questions

Is MONTPELIER FOUNDATION LIMITED financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £4,967,766, which the trustees confirmed was sufficiently covered by unrestricted funds to meet their stated policy target of maintaining 50% of annual costs (£244,062). The charity reported a net outgoing of £1,058,343 for the year, primarily driven by charitable grant expenditures exceeding investment and other income. Its FY2024 accounts were independently examined.

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
DUCHY OF LANCASTER BENEVOLENT FUND	1	—
THE STEVE MORGAN FOUNDATION	1	£120k
Community Foundation for Staffordshire and Shropshire	1	£110k
NORFOLK COMMUNITY FOUNDATION	1	£70k
THE MRS SMITH AND MOUNT TRUST	1	£25k
THE KERRISON TRUST	1	£19k
THE GOSLING FOUNDATION LIMITED	1	£15k
THE WESTMINSTER FOUNDATION	1	£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with E P YOUTH LTD.

E P YOUTH LTD income £159k
HUMAN PRACTICE FOUNDATION UK income £184k
THE HADDAD FOUNDATION income £8.3m
THE JORDAN CHARITABLE FOUNDATION income £4.2m
PONOSI FOUNDATION income £144k
THE HUBB FOUNDATION income £1.7m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
MONTPELIER FOUNDATION LIMITED	£123k	—	—	above	—	no doubt
E P YOUTH LTD FY2024	£159k	—	0	unclear	—	no doubt
HUMAN PRACTICE FOUNDATION UK FY2025	£184k	—	0	unclear	—	no doubt
THE HADDAD FOUNDATION FY2024	£8.3m	—	—	unclear	—	no doubt
THE JORDAN CHARITABLE FOUNDATION FY2024	£4.2m	—	0	unclear	—	no doubt
PONOSI FOUNDATION FY2025	£144k	—	0	unclear	—	no doubt

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