TURNBULL FAMILY CHARITABLE TRUST
Speculative applications for funding will not be responded to
Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES, AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT. THE TRUSTEES MAY IN THEIR DISCRETION, FOR THE PERIOD OF 25 YEARS FROM THE DATE OF THIS DEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO, AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE CURRENT YEAR.
Financial health, per its FY2025 accounts
The accounts state that the trust is in its early years with the intention of building up invested capital to enable future grant-making. The trust received a settlement of £13,925 and accrued investment income of £2,068 during the year. It also raised £25,417 to support Ukraine by purchasing vehicles and medical supplies.
What the accounts disclose
“Policy on Reserves Cash reserves are held in an account with the Chari es Aid Founda on (CAF) to respond promptly to urgent requests for assistance.” — page 2
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- Investment
- 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 31/12/2025
- Volunteers: 15
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 5
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 6
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 4 annual returns with a recorded received date, 2 were received after the due date: year ending 31/12/2023 (received 24/11/2024, 24 days after the 31/10/2024 due date); year ending 31/12/2022 (received 13/03/2024, 134 days after the 31/10/2023 due date).
Trustees
- James Turnbullchair
- Juliette Turnbull
- Katherine Ann Frances Turnbull
- Lily Turnbull
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £41k | £37k |
| 31/12/2024 | £61k | £74k |
| 31/12/2023 | £112k | £54k |
| 31/12/2022 | £0 | £0 |
Common questions
Is TURNBULL FAMILY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the trust is in its early years with the intention of building up invested capital to enable future grant-making. The trust received a settlement of £13,925 and accrued investment income of £2,068 during the year. It also raised £25,417 to support Ukraine by purchasing vehicles and medical supplies. Its FY2025 accounts were independently examined.
Who funds TURNBULL FAMILY CHARITABLE TRUST?
Funders whose own accounts filings name TURNBULL FAMILY CHARITABLE TRUST as a grant recipient include THE MAURICE AND HILDA LAING CHARITABLE TRUST, KESWICK ENTERPRISES HOLDINGS CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE MAURICE AND HILDA LAING CHARITABLE TRUST | FY2023 | £10k | Overseas Aid |
| KESWICK ENTERPRISES HOLDINGS CHARITABLE TRUST | FY2025 | £10k | |
| THE MAURICE AND HILDA LAING CHARITABLE TRUST | FY2024 | £5k | Overseas Development |
| KESWICK ENTERPRISES HOLDINGS CHARITABLE TRUST | FY2026 | £5k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SHEMTOV CHARITABLE TRUST | 1 | £58k |
| SAMJO LIMITED | 1 | £33k |
| M AND M FOUNDATION | 1 | £30k |
| PARKLAKE CHARITY TRUST | 1 | £5k |
Charities like this
- AQUILA FAMILY CHARITABLE TRUST
- THE PARK FAMILY CHARITABLE TRUST
- THE STEVENSON FAMILY'S CHARITABLE TRUST
- THE TROUTSDALE CHARITABLE TRUST
- CHORTKOV TRUST
- THE HALE FAMILY CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| TURNBULL FAMILY CHARITABLE TRUST | £41k | — | — | unclear | — | no doubt |
| AQUILA FAMILY CHARITABLE TRUST | £384k | — | 0 | unclear | — | no doubt |
| THE PARK FAMILY CHARITABLE TRUST | £14k | — | 0 | unclear | — | no doubt |
| THE STEVENSON FAMILY'S CHARITABLE TRUST | £397k | — | 0 | unclear | — | no doubt |
| THE TROUTSDALE CHARITABLE TRUST | £395k | — | — | unclear | — | no doubt |
| CHORTKOV TRUST | £219k | — | 0 | unclear | — | no doubt |