Charity Accounts Intelreading the accounts so you don’t have to

THE TOLKIEN TRUST

Registered charity 1150801 · accounts filings on the Charity Commission register

Latest income
£6.5m
Latest spending
£6.6m
Registered
2013
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity holds unrestricted reserves of £37,388,289, which the trustees describe as a general reserve held to smooth income fluctuations and meet future commitments. The charity reported a net income increase of £5,735,402 for the year, driven by a rise in royalty income to £9,155,049, while total expenditure on charitable activities and governance amounted to £5,811,325. The trustees confirm the charity has adequate resources to continue in operational existence for the foreseeable future.

What the accounts disclose

Reserves policy: to enable the Trust to smooth out the fluctuations in its net income from year to year and thus to maintain a substantial level of annual grant expenditure over the longer term; to meet future grant commitments where grants are payable over a number of years; and to stand ready to defend its copyright interests whenever these come under threat. (held: £37.4m)
“Reserves are held to enable the Trust to smooth out the fluctuations in its net income from year to year and thus to maintain a substantial level of annual grant expenditure over the longer term; to meet future grant commitments where grants are payable over a number of years; and to stand ready to defend its copyright interests whenever these come under threat.” — page 4
Per its FY2023 accounts as filed with the Charity Commission.

Accounts audited by Critchleys Audit LLP.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£6.5m
Total spending
£6.6m
Cost of raising funds
£302k
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Register events

Trustees

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£6.5m£6.6m
31/12/2023£9.7m£5.8m
31/12/2022£5.9m£6.2m
31/12/2021£4.2m£6.1m
31/12/2020£6.0m£4.0m

Common questions

Is THE TOLKIEN TRUST financially healthy?

The accounts state that the charity holds unrestricted reserves of £37,388,289, which the trustees describe as a general reserve held to smooth income fluctuations and meet future commitments. The charity reported a net income increase of £5,735,402 for the year, driven by a rise in royalty income to £9,155,049, while total expenditure on charitable activities and governance amounted to £5,811,325. The trustees confirm the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2023 accounts were audited by Critchleys Audit LLP.

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.

FunderSimilar charities fundedAmount to them
DILLHAVEN LIMITED1£71k
SHEMTOV CHARITABLE TRUST1£25k
J & J CHARITABLE TRUST LIMITED1£17k
KTRUST LIMITED1£12k
PARKLAKE CHARITY TRUST1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with T & S TRUST FUND.