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.
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
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.
Funders of similar charities
Charities like this
- THE FALCONER TRUST
- THE HALE FAMILY CHARITABLE TRUST
- THE FAMILY RICH CHARITIES TRUST
- AQUILA FAMILY CHARITABLE TRUST
- FARRER AND CO CHARITABLE TRUST
- The Johnson Family 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 FALCONER TRUST | £297k | — | 0 | unclear | — | no doubt |
| THE HALE FAMILY CHARITABLE TRUST | £357k | — | 0 | unclear | — | no doubt |
| THE FAMILY RICH CHARITIES TRUST | £138k | — | 0 | unclear | — | no doubt |
| AQUILA FAMILY CHARITABLE TRUST | £273k | — | 0 | unclear | — | no doubt |
| FARRER AND CO CHARITABLE TRUST | £102k | — | 0 | below | — | no doubt |