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THE MONMOUTH SCHOOLS' CHARITABLE TRUST

Registered charity 1151698 · accounts filings on the Charity Commission register

The Charity's aim is to enhance and substantially support means-tested places and capital improvements at the Haberdashers' Schools in Monmouth.

Causes: Education/training · Grant history (this charity is a funder) · Get email alerts

Latest income
£737k
Latest spending
£155k
Registered
2013
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves were £8,287, while the trustees consider no fixed level of reserves is needed as the charity has no expense commitments. The charity reported a net income of £582,568, driven by significant donations and investment growth, resulting in total net assets of £1,237,149.

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

What the accounts disclose

Fundraising cost ratio: 11.3% of fundraised income, as disclosed
“Income for the year to 31 August 2025 amounted to £737,136 (2024: £278,716). Income includes a contribution of £57,940 (2024: £67,167) by Haberdashers’ Monmouth School towards the costs of fundraising. Costs of raising funds were £82,968 (2024: £69,100).”
Per its FY2025 accounts as filed with the Charity Commission.

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

Structured financials (annual return, FY ending 31/08/2025)

Total income
£737k
Total spending
£155k
Cost of raising funds
£79k
Reserves (reported)
£8k
Employees
0

Reported reserves equal ~0.6 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (97% 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: 10.7% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Monmouthshire

Income and spending

Financial year endIncomeSpending
31/08/2025£737k£155k
31/08/2024£212k£99k
31/08/2023£90k£73k
31/08/2022£222k£85k
31/08/2021£287k£156k

Common questions

Is THE MONMOUTH SCHOOLS' CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves were £8,287, while the trustees consider no fixed level of reserves is needed as the charity has no expense commitments. The charity reported a net income of £582,568, driven by significant donations and investment growth, resulting in total net assets of £1,237,149. Its FY2025 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.

FunderSimilar charities fundedAmount to them
HABERDASHERS' ASKE'S CHARITY1£500k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE HABERDASHERS' FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE MONMOUTH SCHOOLS' CHARITABLE TRUST£737k—0unclear11.3%no doubt
THE HABERDASHERS' FOUNDATION FY2025£454k£60,001 - £70,0004unclear—no doubt
Haberdashers' Elstree Schools Foundation FY2025£1.2m—0unclear—no doubt
MERCHANT TAYLORS' EDUCATIONAL TRUST FY2025£336k—0below—no doubt
HABERDASHERS' ASKE'S CHARITY FY2025£68.0m£250,001 - £260,000—above—no doubt
WILLIAM JONES'S SCHOOLS FOUNDATION FY2025£21.1m£110,001 - £120,000—within—no doubt

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