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Michael John Beeby Charitable Trust

Registered charity 1209755 · accounts filings on the Charity Commission register · also known as MICHAEL BEEBY CHARITABLE WILL TRUST

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

Latest income
£1.2m
Latest spending
£20k
Registered
2024
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity is in its initial reporting period, having received an initial legacy and established its operations. The trustees have resolved to maintain reserves at the level of the initial legacy, noting that current unrestricted funds are temporarily below this target due to setup costs. The independent auditors confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £1.3m; policy: the value of the initial legacy of £1,952,510)
“In the initial period set up costs have reduced the level of reserves to below the initial legacy, the trustees considered this will be a temporary position.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee Mr D P Groves is a consultant of the firm.
“Included in accruals is an amount due to Lemans Chartered Certified Accountants for accountancy and taxation services of £3,000. The Trustee Mr D P Groves is a consultant of the firm.” — page 16
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Wright Vigar Limited. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Total income
£1.2m
Total spending
£20k
Reserves (reported)
£1.3m
Employees
0

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£1.2m£20k

Common questions

Is Michael John Beeby Charitable Trust financially healthy?

Per its FY2025 accounts: The accounts state that the charity is in its initial reporting period, having received an initial legacy and established its operations. The trustees have resolved to maintain reserves at the level of the initial legacy, noting that current unrestricted funds are temporarily below this target due to setup costs. The independent auditors confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Wright Vigar Limited.