THE PHILIP J MILTON AND COMPANY PLC CHARITABLE FOUNDATION
To further such charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the trustees in their absolute discretion determine, in particular but not exclusively through the making of grants and donations to charities and voluntary organisations.
Financial health, per its FY2025 accounts
The accounts state that the charity holds total funds of £141,268, comprising £85,186 in unrestricted funds and £56,082 in restricted and endowment funds. The trustees report that the endowment fund has grown due to investment returns and new contributions, although major seed funding for a planned endowment is currently delayed by planning frustrations. The charity employs no staff and relies on free administrative support from a connected company.
What the accounts disclose
Trustees
- PHILIP JAMES MILTONchair
- ESME LOUISE HELEN MILTON
- FELIX JAMES MILTON
- HELEN LOUISE MILTON
- LEONIE FRANCES MILTON
- NOAH MAURICE MILTON
- Thomas James McCormack
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £123k | £35k |
| 31/03/2024 | £65k | £32k |
| 31/03/2023 | £13k | £24k |
| 31/03/2022 | £71k | £35k |
| 31/03/2021 | £14k | £5k |
Common questions
Is THE PHILIP J MILTON AND COMPANY PLC CHARITABLE FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds total funds of £141,268, comprising £85,186 in unrestricted funds and £56,082 in restricted and endowment funds. The trustees report that the endowment fund has grown due to investment returns and new contributions, although major seed funding for a planned endowment is currently delayed by planning frustrations. The charity employs no staff and relies on free administrative support from a connected company. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| NPT Transatlantic Limited | 1 | £30.9m |
| THE PHILLIPS AND RUBENS CHARITABLE TRUST | 1 | £300k |
Charities like this
- THE MILES MORLAND FOUNDATION
- THE CONSTANCE TRAVIS CHARITABLE TRUST
- THE PHILLIPS FAMILY CHARITABLE TRUST
- AL Philanthropies
- THE WILLIAM LEECH FOUNDATION LIMITED - THE CHARITY TRUST
- National Philanthropic Trust UK Limited
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE PHILIP J MILTON AND COMPANY PLC CHARITABLE FOUNDATION | £123k | — | 0 | unclear | — | no doubt |
| THE MILES MORLAND FOUNDATION | £235k | — | — | within | — | no doubt |
| THE CONSTANCE TRAVIS CHARITABLE TRUST | £3.3m | — | 0 | below | 0.0% | no doubt |
| THE PHILLIPS FAMILY CHARITABLE TRUST | £100k | — | 0 | unclear | — | no doubt |
| AL Philanthropies | £25.6m | — | 0 | above | — | no doubt |
| THE WILLIAM LEECH FOUNDATION LIMITED - THE CHARITY TRUST | £120k | — | 0 | below | — | no doubt |