THE JOHN MACLEOD CHARITABLE TRUST
General charitable purposes including providing targeted funding to supported registered charities whose aim is the relief of those in need, by reason of youth, age, ill health, disability or financial hardship.
Objects
TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.
Financial health, per its FY2024 accounts
The accounts state that unrestricted funds total £1,513,340, with free reserves reported at £820,823, though only £994 was immediately available due to HMRC delays. The charity holds significant endowment assets of £2,952,715 and reports no material uncertainties regarding its going concern status. The trustees note that they see no need for a specific reserves policy, aiming to distribute incoming resources within a reasonable time span.
What the accounts disclose
“The trustees have made a loan to LiveStrata Ltd, a company in which Mr. John MacLeod is the sole director and shareholder. No beneficial terms have been offered and Mr MacLeod was excluded from any relevant meetings at which the loan was discussed and terms agreed.” — page 11
“The Robin MacLeod Charitable Trust is a related charity with related, immediate family trustees to those of this charity.” — page 11
“The trustees have made a loan to LiveStrata Ltd, a company in which Mr. John MacLeod is the sole director and shareholder. No beneficial terms have been offered and Mr MacLeod was excluded from any relevant meetings at which the loan was discussed and terms agreed.” — page 11
“The Robin MacLeod Charitable Trust is a related charity with related, immediate family trustees to those of this charity.” — page 11
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- 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 31/01/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/01/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/01/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/01/2022)
Trustees
- John James MacLeodchair
- Hannah Gabrielle Fay MacLeod
- Nimesh Dilip Patel
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £226k | £1.1m |
| 31/01/2024 | £320k | £162k |
| 31/01/2023 | £301k | £102k |
| 31/01/2022 | £1.2m | £308k |
Common questions
Is THE JOHN MACLEOD CHARITABLE TRUST financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted funds total £1,513,340, with free reserves reported at £820,823, though only £994 was immediately available due to HMRC delays. The charity holds significant endowment assets of £2,952,715 and reports no material uncertainties regarding its going concern status. The trustees note that they see no need for a specific reserves policy, aiming to distribute incoming resources within a reasonable time span. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ROZAC CHARITABLE TRUST | 1 | £12k |
Charities like this
- THE ROBIN MACLEOD CHARITABLE TRUST
- M O CHARITABLE TRUST
- JOHN HENDERSON MCGREGOR CHARITABLE TRUST
- G M MORRISON CHARITABLE TRUST
- JOHNSON CHARITABLE TRUST
- THE JFH CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE JOHN MACLEOD CHARITABLE TRUST | £226k | — | 0 | unclear | — | no doubt |
| THE ROBIN MACLEOD CHARITABLE TRUST | £13k | — | 0 | unclear | — | no doubt |
| M O CHARITABLE TRUST | £146k | — | 0 | within | — | no doubt |
| JOHN HENDERSON MCGREGOR CHARITABLE TRUST | £47k | — | — | unclear | — | no doubt |
| G M MORRISON CHARITABLE TRUST | £384k | — | 0 | unclear | — | no doubt |
| JOHNSON CHARITABLE TRUST | £1.1m | — | 0 | above | — | no doubt |