BARTON UNDER NEEDWOOD AND DUNSTALL KEY TRUST
To pay the minister of the church of St James 50p to preach a sermon on Good Friday.To pay 16% of the net income of the charity for the upkeep and maintenance of St James Church of Barton under Needwood.To give relief to persons of the parishes of Barton under Needwood and Dunstall who are in need, hardship or distress.To give for the general benefit of the inhabitants of the area of benefit
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds increased to £2,557,334, supported by net investment income of £103,348 and a market value increase in investments of £74,501. Total payments for charitable activities and administration amounted to £69,798, resulting in a net increase in cash of £23,499. The trustees report that the trust remains well placed to continue its operations and meet its aims.
What the accounts disclose
“The aims of the Barton under Needwood & Dunstall Key Trust ('the Trust') are to distribute the income derived from investments, including rent from land, in accordance with the Trust Deed, whilst maintaining adequate reserves in line with future planned commitments.” — page 4
Trustees
- JACQUELINE MARY JONESchair
- Brian Christopher Mole
- Dr DAVID OBIEFUNA CHUKWUEMEKA OKOYE
- Edward James Sharkey
- Jonathan Frazer Cunningham
- Raymond Lawrence Holder
- Rev Andrew Simpson
- Samantha Jane Cowgill
- Simon William Clarke
- Susanne Rosina Maria van Daesdonk
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £104k | £70k |
| 31/12/2024 | £123k | £71k |
| 31/12/2023 | £102k | £108k |
| 31/12/2022 | £99k | £68k |
| 31/12/2021 | £95k | £61k |
Common questions
Is BARTON UNDER NEEDWOOD AND DUNSTALL KEY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds increased to £2,557,334, supported by net investment income of £103,348 and a market value increase in investments of £74,501. Total payments for charitable activities and administration amounted to £69,798, resulting in a net increase in cash of £23,499. The trustees report that the trust remains well placed to continue its operations and meet its aims. Its FY2025 accounts were independently examined.
Charities like this
- St James, PCC Bream
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JAMES NEW BARNET
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JAMES' CHURCH POOLE
- JAMES ALFRED AND EMMA CLARA HALL FUND
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JAMES, ENFIELD HIGHWAY
- THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHRIST CHURCH BARNSTON
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BARTON UNDER NEEDWOOD AND DUNSTALL KEY TRUST | £104k | — | 0 | unclear | — | no doubt |
| St James, PCC Bream | £174k | — | 0 | unclear | — | noted |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JAMES NEW BARNET | £158k | — | 0 | above | — | no doubt |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JAMES' CHURCH POOLE | £146k | — | 0 | unclear | — | no doubt |
| JAMES ALFRED AND EMMA CLARA HALL FUND | £151k | — | 0 | unclear | — | no doubt |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JAMES, ENFIELD HIGHWAY | £172k | — | 0 | below | 0.0% | no doubt |