MONTIER CHARITABLE TRUST

Registered charity 1164268 · accounts filings on the Charity Commission register

Grant giving largely in the areas of education, disability and humanitarian aid.

Objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY, IN ANY PART OF THE WORLD, THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Disability · The Prevention Or Relief Of Poverty · Get email alerts

Registered contact address: Hounslow, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased to £3,512,226, driven by net gains on investments of £284,976 which offset a net expenditure of £61,560. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. The charity operates without a reserves policy, aiming to distribute grants largely from capital gains and income.

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

What the accounts disclose

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2023 (received 04/11/2024, 4 days after the 31/10/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 31/12/2022)

Per its annual return, largest income source: Donations and legacies (89% 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: 2.7% of total income.

Trustees · trustee networks

• ANN MARIA MONTIERchair
• ALEXANDRE STEPHEN MONTIER
• CAROLINE SERENA DE ROUGEMONT
• CHARLES MONTIER
• EMILY HARRISON-TOPHAM
• MARK MORRELL WARE

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Charities like this

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

• THE HUMANITARIAN TRUST income £240k
• MPM CHARITABLE TRUST income £440k
• THE M O G CHARITABLE TRUST income £54k
• THE REVERE CHARITABLE TRUST income £271k
• THE ROAN CHARITABLE TRUST income £192k
• GOLDEN CHARITABLE TRUST income £30k

Side by side with its peers

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