THE THEODORE MAXXY CHARITABLE TRUST
Grant making to registered charities
Financial health, per its FY2025 accounts
The accounts state that total net assets increased by 9% to £8,053,536, supported by significant settlor donations and investment income. The Trustees report that results are satisfactory and the Trust has adequate resources to continue in operational existence for the foreseeable future. All funds are unrestricted, and the Trust aims to distribute income generated by capital assets for charitable purposes within the year.
What the accounts disclose
“At any one time, therefore, the Trustees will have in hand accumulations of up to eight months income as short term reserves, because of the continuing intention to distribute them at the next meeting.” — page 4
“None of the Trustees (or any persons connected with them) received any remuneration or benefits from the Trust during the year. Mrs C Keating is a partner of Prosperity Law LLP who received professional fees of £44,172 (2024: £41,632).” — page 15
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- Charlotte Marie Keating
- Patricia Anne Bell
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £854k | £172k |
| 05/04/2024 | £166k | £343k |
| 05/04/2023 | £236k | £223k |
| 05/04/2022 | £240k | £221k |
| 05/04/2021 | £220k | £14k |
Common questions
Is THE THEODORE MAXXY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total net assets increased by 9% to £8,053,536, supported by significant settlor donations and investment income. The Trustees report that results are satisfactory and the Trust has adequate resources to continue in operational existence for the foreseeable future. All funds are unrestricted, and the Trust aims to distribute income generated by capital assets for charitable purposes within the year. Its FY2025 accounts were audited by Royce Peeling Green Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE KNIGHTLAND FOUNDATION | 1 | £80k |
| SF FOUNDATION | 1 | £33k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST LAURENCE, NORTHFIELD BIRMINGHAM | 1 | £12k |
Charities like this
- MEKADSHEI SHEVEI CHARITABLE TRUST
- THE GRANTHAM YORKE TRUST
- INVESTREAM CHARITABLE TRUST
- THE CHARLES LITTLEWOOD HILL TRUST
- THE HERITAGE FOUNDATION
- THE E C SOSNOW CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE THEODORE MAXXY CHARITABLE TRUST | £854k | — | 0 | unclear | — | no doubt |
| MEKADSHEI SHEVEI CHARITABLE TRUST | £156k | — | 0 | unclear | — | no doubt |
| THE GRANTHAM YORKE TRUST | £283k | — | 0 | unclear | — | no doubt |
| INVESTREAM CHARITABLE TRUST | £153k | — | 0 | above | — | no doubt |
| THE CHARLES LITTLEWOOD HILL TRUST | £184k | — | 0 | above | — | no doubt |
| THE HERITAGE FOUNDATION | £463k | — | 0 | above | — | no doubt |