THE CHARTLEY FOUNDATION
The principal activities of the Foundation are to make grants in furtherance of the charitable objectives.
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves decreased to £346,402 from £534,799 in the prior year, while total charity funds increased to £11,461,238 due to significant investment gains. The charity has no employees and outsources all administrative and investment services, incurring total expenditure of £492,763 against investment income of £242,454. The trustees confirm adequate resources exist to meet liabilities for at least 12 months, and the independent examiner reported no material matters requiring attention.
What the accounts disclose
“The Foundation reserves policy in place during the year by the Trustees is that the income reserves of the Foundation should be based on income received during the current year which was £242,454 (2023: £147,604).” — page 6
Trustees
- Archibald Philip Thomas de Courcy Hunter
- LORD STAFFORD
- Richard Edwin Poole
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £242k | £493k |
| 31/12/2023 | £148k | £105k |
| 31/12/2022 | £162k | £526k |
| 31/12/2021 | £156k | £347k |
| 31/12/2020 | £208k | £365k |
Common questions
Is THE CHARTLEY FOUNDATION financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted reserves decreased to £346,402 from £534,799 in the prior year, while total charity funds increased to £11,461,238 due to significant investment gains. The charity has no employees and outsources all administrative and investment services, incurring total expenditure of £492,763 against investment income of £242,454. The trustees confirm adequate resources exist to meet liabilities for at least 12 months, and the independent examiner reported no material matters requiring attention. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE WILFRED AND ELSIE ELKES CHARITY FUND | 1 | £24k |
Charities like this
- THE CHARLES RUSSELL SPEECHLYS FOUNDATION
- Community Foundation for Staffordshire and Shropshire
- STRATTON CHASE FOUNDATION
- MOSTAFAVI FOUNDATION
- SALT FOUNDATION
- THE CHELLARAM FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE CHARTLEY FOUNDATION | £242k | — | 0 | unclear | — | no doubt |
| THE CHARLES RUSSELL SPEECHLYS FOUNDATION | £639k | — | 0 | unclear | — | no doubt |
| Community Foundation for Staffordshire and Shropshire | £4.6m | — | — | unclear | — | no doubt |
| STRATTON CHASE FOUNDATION | £10.7m | — | 0 | unclear | — | no doubt |
| MOSTAFAVI FOUNDATION | £144k | — | 0 | below | — | no doubt |
| SALT FOUNDATION | £426k | — | 0 | unclear | — | no doubt |