THE FALCONER FAMILY TRUST
The charity is a family trust and operates predominantly, but not exclusively, in Hampshire. It makes occasional ad-hoc grants, generally to larger charities that fit its purposes, where the Trustees already have some involvement, and can have a sufficiently high level of engagement.
Objects
1. THE PROMOTION OF COMMUNITY PARTICIPATION IN HEALTHY RECREATION IN PARTICULAR BY ASSISTING IN THE PROVISION OF FACILITIES FOR THE PLAYING OF AMATEUR SPORTS.2. THE PROMOTION OF PARTICIPATION IN AMATEUR SPORT AMONGST CHILDREN AND YOUNG ADULTS IN THE UK, IN PARTICULAR, BUT NOT EXCLUSIVELY, FROM DISADVANTAGED BACKGROUNDS BY MAKING GRANTS AND PROVIDING FACILITIES.3. TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BY PROMOTING BIOLOGICAL DIVERSITY PARTICULARLY, BUT NOT EXCLUSIVELY, WOODLAND IN THE UK, THROUGH MAKING GRANTS, ENCOURAGING AND FINANCING NEW PLANTING, AND WORKING WITH ESTABLISHED CHARITIES SUCH AS THE WOODLAND TRUST AS APPROPRIATE.4. THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY OR FINANCIAL HARDSHIP BY MAKING GRANTS, LOANS, AND DONATIONS TO OTHER CHARITIES.5. SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted funds of £3,236,457, with the majority invested in a portfolio managed by Killik & Co. The trustees report that the trust is financially sound and have confirmed there are no material uncertainties regarding its ability to continue as a going concern. Free reserves are maintained at a level intended to generate sufficient investment income to cover costs and grant-making.
What the accounts disclose
“Donations and gift aid totalling f362,500 were received in the year. Income from the investment portfolio amounted to f.4r,932.” — page 4
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investment
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Trustees
- Robert Falconer C.EngFIETchair
- Rachel Christie LL.M
- SUSAN FALCONER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £412k | £117k |
| 05/04/2024 | £210k | £75k |
| 05/04/2023 | £484k | £55k |
| 05/04/2022 | £136k | £72k |
| 05/04/2021 | £63k | £24k |
Common questions
Is THE FALCONER FAMILY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted funds of £3,236,457, with the majority invested in a portfolio managed by Killik & Co. The trustees report that the trust is financially sound and have confirmed there are no material uncertainties regarding its ability to continue as a going concern. Free reserves are maintained at a level intended to generate sufficient investment income to cover costs and grant-making. Its FY2025 accounts were independently examined.
Charities like this
- THE DANIEL FALKNER CHARITABLE TRUST
- THE FARRER FAMILY TRUST
- THE ILIFFE FAMILY CHARITABLE TRUST
- THE FAMILY RICH CHARITIES TRUST
- THE FISHER CHARITABLE TRUST
- FARRER AND CO CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE FALCONER FAMILY TRUST | £412k | — | 0 | unclear | — | no doubt |
| THE DANIEL FALKNER CHARITABLE TRUST | £175k | — | — | above | — | no doubt |
| THE FARRER FAMILY TRUST | £282k | — | 0 | above | — | no doubt |
| THE ILIFFE FAMILY CHARITABLE TRUST | £34k | — | 0 | below | — | no doubt |
| THE FAMILY RICH CHARITIES TRUST | £138k | — | 0 | unclear | — | no doubt |
| THE FISHER CHARITABLE TRUST | £33k | — | 0 | unclear | — | no doubt |