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A J BELL TRUST

Registered charity 1141269 · accounts filings on the Charity Commission register

The principal activity of the charity is organising fund raising events. These events are held for the benefit of various beneficiaries, within the scope of the charity's objects.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Amateur Sport · Grant history (this charity is a funder) · Get email alerts

Latest income
£175k
Latest spending
£114k
Registered
2011
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £9,088,949, a significant increase from the previous year's £6,722,553, driven by net investment gains of £2,305,600. The trustees confirm there are no restricted funds and that the charity has adequate resources to continue in operational existence for the foreseeable future. The charity does not have a formal reserves policy, though trustees intend to commit as much as possible to furthering its objectives.

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

What the accounts disclose

Related-party transaction: 15
“During the year, the Charity received a donation of 243,000 shares in A J Bell Plc from Mr A J Bell, a Trustee of the Charity. The shares had a base cost of £9,061.” — page 17
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £135k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 30/09/2022)

Total income
£660k
Total spending
£35k
Reserves (reported)
£2.4m
Employees
0

Per its annual return, largest income source: Donations and legacies (94% 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: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/09/2025£175k£114k
30/09/2024£168k£148k
30/09/2023£166k£371k
30/09/2022£660k£35k
30/09/2021£293k£193k

Common questions

Is A J BELL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £9,088,949, a significant increase from the previous year's £6,722,553, driven by net investment gains of £2,305,600. The trustees confirm there are no restricted funds and that the charity has adequate resources to continue in operational existence for the foreseeable future. The charity does not have a formal reserves policy, though trustees intend to commit as much as possible to furthering its objectives. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE BELL CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
A J BELL TRUST£175k—0unclear—no doubt
THE BELL CHARITABLE TRUST FY2025£254k—0unclear—no doubt
BELLJOE TZEDOKO LIMITED FY2024£725k—0unclear—no doubt
BHM CHARITABLE TRUST FY2025£136k—0within—no doubt
B K CHARITABLE TRUST FY2024£206k—0below—no doubt
BRIAN WILSON CHARITABLE TRUST FY2025£126k—0above—no doubt

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