AJ BELL FUTURES FOUNDATION

Registered charity 1204667 · accounts filings on the Charity Commission register

The AJ Bell Futures Foundation aims to help people who have faced significant life challenges, by providing them with opportunities to build a better future through self-advancement.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: AJ Bell plc (99% of income)

“During the year, the Charity received donations totalling £566,500 (2024: £681,475) from AJ Bell plc” — page 16

Per its FY2025 accounts as filed with the Charity Commission.

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). Discloses 3 of 6 completeness components.

Year-over-year changes

Going concern: going-concern doubt noted (FY2024) → no going-concern doubt (FY2025).

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

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

Per its annual return, largest income source: Donations and legacies (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

Ryan Hugheschair
Elizabeth Carrington
Karen Goodman
Sarah Lucy Hyde
Thomas Anthony Clay

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

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

Income and spending

Financial year end	Income	Spending
30/09/2025	£570k	£641k
30/09/2024	£682k	£550k

Common questions

Is AJ BELL FUTURES FOUNDATION financially healthy?

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. Its FY2025 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
ARDONAGH COMMUNITY TRUST	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with FUTURE.

FUTURE income £268k
NEW FUTURES NEPAL LIMITED income £122k
The Weatherbys Creating the Future Foundation income £316k
THE JORDAN CHARITABLE FOUNDATION income £4.2m
LSEG Foundation income £4.6m
THE AMJAD AND SUHA BSEISU FOUNDATION income £1.6m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
AJ BELL FUTURES FOUNDATION	£570k	—	unclear	—	no doubt
FUTURE FY2025	£268k	—	above	—	no doubt
NEW FUTURES NEPAL LIMITED FY2025	£122k	—	unclear	—	no doubt
The Weatherbys Creating the Future Foundation FY2024	£316k	—	unclear	—	no doubt
THE JORDAN CHARITABLE FOUNDATION FY2024	£4.2m	—	unclear	—	no doubt
LSEG Foundation FY2024	£4.6m	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.