BAKER FAMILY CHARITABLE TRUST
The charity will provide funding to benefit the general public (with preference to North West UK and Wales based charities) in order to prevent or relieve poverty, to advance their education or health, to advance community development and the arts, culture, heritage or science and protect and improve the environment.
Objects
THE TRUSTEES HOLD THE CAPITAL AND INCOME OF THE FUND TO BE APPLIED TO OR FOR THE BENEFIT OF SUCH EXCLUSIVE CHARITABLE OBJECTS AND PURPOSES IN THE UNITED KINGDOM AS THE TRUSTEES IN THEIR DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds totalled £18,820 at the year end, with no stated reserves policy target maintained. The charity reported a net decrease in funds of £99,356 for the year, driven by investment losses, though it maintains adequate resources to continue as a going concern.
What the accounts disclose
Policies the charity declares
- Conflicting interests
- 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
- Risk management
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
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
- Lisa Natalie Bakerchair
- Paul James Baker
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £304k | £1.2m |
| 05/04/2024 | £288k | £696k |
| 05/04/2023 | £270k | £229k |
| 05/04/2022 | £0 | £8k |
| 05/04/2021 | £2k | £672 |
Common questions
Is BAKER FAMILY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds totalled £18,820 at the year end, with no stated reserves policy target maintained. The charity reported a net decrease in funds of £99,356 for the year, driven by investment losses, though it maintains adequate resources to continue as a going concern. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE GENERATIONS FOUNDATION | 1 | £168k |
Charities like this
- BARUCH FAMILY CHARITABLE TRUST
- THE JAKE MEMORIAL CHARITABLE TRUST
- THE ALBERT AND ELIZABETH CLARK CHARITABLE TRUST
- BAY CHARITABLE TRUST
- FRANK BRANSTON CHARITABLE TRUST
- CAMBRIDGESHIRE COMMUNITY SERVICES NHS TRUST CHARITABLE FUNDS
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BAKER FAMILY CHARITABLE TRUST | £304k | — | 0 | unclear | — | no doubt |
| BARUCH FAMILY CHARITABLE TRUST | £50k | — | 0 | unclear | — | no doubt |
| THE JAKE MEMORIAL CHARITABLE TRUST | £76k | — | 0 | unclear | — | no doubt |
| THE ALBERT AND ELIZABETH CLARK CHARITABLE TRUST | £51k | — | 0 | unclear | — | no doubt |
| BAY CHARITABLE TRUST | £193k | — | 0 | unclear | — | no doubt |
| FRANK BRANSTON CHARITABLE TRUST | £81k | — | 0 | unclear | — | no doubt |