Charity Accounts Intelreading the accounts so you don’t have to

AJ BELL FUTURES FOUNDATION

Registered charity 1204667 · accounts filings on the Charity Commission register

Latest income
£570k
Latest spending
£641k
Registered
2023
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity's unrestricted reserves decreased from £132,034 to £60,487 due to expenditure exceeding incoming resources. The trustees report that the charity operates without a mandated reserves level, assessing the risk of unforeseen costs as low while maintaining sufficient forecasted liquidity. The independent examiner confirmed that no material matters came to their attention that would cast doubt on the charity's ability to continue in business.

What the accounts disclose

Related-party transaction: Donations from AJ Bell plc, a company where three trustees are directors.
“During the year, the Charity received donations totalling £566,500 (2024: £681,475) from AJ Bell plc, a company of which three Trustee members also hold director titles. There is no balance owing from AJ Bell plc at the year end.” — page 16
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Structured financials (annual return, FY ending 30/09/2025)

Total income
£570k
Total spending
£641k
Reserves (reported)
£60k
Employees
0

Reported reserves equal ~1.1 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/09/2025£570k£641k
30/09/2024£682k£550k

Common questions

Is AJ BELL FUTURES FOUNDATION financially healthy?

The accounts state that the charity's unrestricted reserves decreased from £132,034 to £60,487 due to expenditure exceeding incoming resources. The trustees report that the charity operates without a mandated reserves level, assessing the risk of unforeseen costs as low while maintaining sufficient forecasted liquidity. The independent examiner confirmed that no material matters came to their attention that would cast doubt on the charity's ability to continue in business. Its FY2025 accounts were independently examined.

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