A J BELL TRUST
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves stood at £6,722,553, an increase from the previous year's £4,650,765, driven by significant net gains on investments. The trustees report no formal reserves policy but confirm the charity has adequate resources to continue as a going concern. Expenditure on charitable activities was £148,307, significantly lower than the prior year's £371,257.
What the accounts disclose
“In the year to 30 September 2023, the Charity received donations of £9,870 from AJBT Events Ltd, a company of which Mr A J Bell is a director.” — page 17
Structured financials (annual return, FY ending 30/09/2022)
Trustees
- ANDREW JAMES BELLchair
- Paul Bernard Barrow
- Paul Desmond Clements
- TRACEY ANNE BELL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
The accounts state that unrestricted reserves stood at £6,722,553, an increase from the previous year's £4,650,765, driven by significant net gains on investments. The trustees report no formal reserves policy but confirm the charity has adequate resources to continue as a going concern. Expenditure on charitable activities was £148,307, significantly lower than the prior year's £371,257. Its FY2024 accounts were independently examined.