THE 29TH MAY 1961 CHARITY

Registered charity 200198 · accounts filings on the Charity Commission register · also known as THE 29TH MAY 1961 CHARITABLE TRUST

The Charity is a general grant making Trust

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

Latest income

£6.0m

Latest spending

£6.0m

Registered

1961

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity's net assets decreased from £131,100,228 to £129,013,260 due to grants awarded exceeding available income, despite positive investment gains. The trustees maintain that the expendable endowment fund will grow sufficiently over time to meet investment objectives and sustain grant-giving capacity. The auditor confirmed there are 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 policy: The trustees set an annual budget for grants to be awarded of approximately 4% of the two-year average value of the fund... intended that the expendable endowment fund will grow sufficiently over net grants awarded by a margin above inflation (held: £129.0m)

“The trustees set an annual budget for grants to be awarded of approximately 4% of the two-year average value of the fund. This budget is primarily derived from income, with the balance being drawn from capital. In this way it is intended that the expendable endowment fund will grow sufficiently over net grants awarded by a margin above inflation in order to meet the trustees’ investment objectives so that the grant giving capacity of the charity will not diminish in real terms.” — page 7

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by HB &O Limited. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income

£6.0m

Total spending

£6.0m

Cost of raising funds

£889k

Reserves (reported)

£0

Employees

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (58% 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: 14.7% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

ANDREW CHARLES JONES F.C.A.
Charles David Zelenka Martin · trustee of 2 other charities
Elizabeth Rantzen · trustee of 2 other charities
Geoffrey Robert Cox F.C.A.
PAUL VARNEY F.C.A

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
31/03/2025	£6.0m	£6.0m
31/03/2024	£6.3m	£6.3m
05/04/2023	£5.3m	£5.3m
05/04/2022	£6.2m	£6.2m
05/04/2021	£5.7m	£5.7m

Common questions

Is THE 29TH MAY 1961 CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that the charity's net assets decreased from £131,100,228 to £129,013,260 due to grants awarded exceeding available income, despite positive investment gains. The trustees maintain that the expendable endowment fund will grow sufficiently over time to meet investment objectives and sustain grant-giving capacity. The auditor confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by HB &O Limited.

Who funds THE 29TH MAY 1961 CHARITY?

Funders whose own accounts filings name THE 29TH MAY 1961 CHARITY as a grant recipient include CURE LEUKAEMIA, DOGS FOR AUTISM.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
CURE LEUKAEMIA	FY2022	£130k
DOGS FOR AUTISM	FY2025	£6k	Restricted fund transfer/expenditure
CURE LEUKAEMIA	FY2024	£500

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
DEBMAR BENEVOLENT TRUST LIMITED	1	£314k
RNH SYNAGOGUE & COLLEGE LTD	1	£75k
THE BEAVERBROOKS CHARITABLE TRUST	1	£43k
M O CHARITABLE TRUST	1	£32k
THE HOLDEN CHARITABLE TRUST	1	£22k
THE BOOTH CHARITIES	1	£19k
DOMEPRIDE LIMITED	1	£12k
JEWISH CHILD'S DAY	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE GATESHEAD CHEDER LIMITED.

THE GATESHEAD CHEDER LIMITED income £2.5m
SPECIAL SPIRITS income £490k
THE G W CADBURY SECTION CHARITABLE TRUST income £280k
THE CHARITY SERVICE LIMITED income £1.3m
SELLATA LIMITED income £158k
MW (GK) FOUNDATION income £261k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE 29TH MAY 1961 CHARITY	£6.0m	—	unclear	—	no doubt
THE GATESHEAD CHEDER LIMITED FY2024	£2.5m	—	unclear	—	no doubt
SPECIAL SPIRITS FY2025	£490k	—	unclear	4.7%	no doubt
THE G W CADBURY SECTION CHARITABLE TRUST FY2025	£280k	—	unclear	—	no doubt
THE CHARITY SERVICE LIMITED FY2025	£1.3m	—	below	—	no doubt
SELLATA LIMITED FY2026	£158k	—	above	—	no doubt

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