MACMILLAN CARING LOCALLY
Financial health, per its FY2024 accounts
The accounts state that the charity generated a significant surplus of £2,065,229 for the year ended 31 December 2024, driven largely by an exceptional increase in legacy income. Per the trustees' report, unrestricted free reserves stood at £3,410,502, which meets the stated policy of holding 12 months of operating costs, and the charity has designated over £2.3 million specifically for a future rebuild project.
What the accounts disclose
“Our reserves policy is to hold unrestricted free reserves to cover 12 months of operating costs. This policy is considered sufficient having taken into account the variable nature of legacies. This means that the charity has to keep in hand about £2m of cash on relatively short-term deposit. As at 31st December, the charity has £3,410,502 in unrestricted free reserves which meets our required reserves policy of 12 months of expenditure.” — page 12
Leadership, per the charity’s website
- Lin Sharp — Fundraising and Communications Director
- Neal Williams — Trust Secretary
Structured financials (annual return, FY ending 31/12/2025)
Register events
- Received assets from another charity (13/02/2024)
Trustees
- Peter James Westchair
- Ann Allen
- CLAIRE LOUISE WADE
- Denise Ann Bannister-Gee
- Dr Angus Edgar Hickish
- Dr Karen Lesley Rees
- Howard Gordon Lee
- Jonathan Harvey
- Keith Wilkinson
- MICHAEL EDWARD EMSLEY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £3.4m | £2.3m |
| 31/12/2024 | £4.3m | £2.3m |
| 31/12/2023 | £2.6m | £2.3m |
| 31/12/2022 | £5.7m | £1.7m |
| 31/08/2021 | £0 | £0 |
Common questions
Is MACMILLAN CARING LOCALLY financially healthy?
The accounts state that the charity generated a significant surplus of £2,065,229 for the year ended 31 December 2024, driven largely by an exceptional increase in legacy income. Per the trustees' report, unrestricted free reserves stood at £3,410,502, which meets the stated policy of holding 12 months of operating costs, and the charity has designated over £2.3 million specifically for a future rebuild project. Its FY2024 accounts were audited by PKF Francis Clark.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE EARL FITZWILLIAM CHARITABLE TRUST | 2 | £68k |
| THE ANNANDALE CHARITABLE TRUST | 2 | £21k |
| THE LESLIE MARY CARTER CHARITABLE TRUST | 2 | £5k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BUDBROOKE | 1 | — |
| SALOMAN FOUNDATION | 1 | — |
| CHOBHAM POOR ALLOTMENTS | 1 | £1.9m |
| THE PENNIES FOUNDATION | 1 | £1.2m |
| THE THOMPSON FAMILY CHARITABLE TRUST | 1 | £1.1m |