SIR MALCOLM STEWART BART GENERAL CHARITABLE TRUST
Provides and maintains sheltered accomodation and gardens primarily for ex employees of London Brick Company.
Financial health, per its FY2025 accounts
The accounts state that total unrestricted reserves increased to £14,493,498, exceeding the stated policy target of three months of unrestricted charitable expenditure. Although the charity reported a significant one-off income of £1,864,409 from the Cordelia M Baxter Settlement, the trustees note that the underlying charitable activities have historically incurred substantial annual deficits.
What the accounts disclose
“The reserves policy states that the Trustees aim to maintain free reserves in unrestricted funds at a level which equates to approximately three months of unrestricted charitable expenditure.” — page 5
“Debra Hassall received payments of £35,640 (2024: £34,988) for her services as the Bursar.” — page 17
“Trustee expenses were reimbursed in the year totalling £3,496 (2024: £800).” — page 17
“Debra Hassall received payments of £35,640 (2024: £34,988) for her services as the Bursar.” — page 17
“Trustee expenses were reimbursed in the year totalling £3,496 (2024: £800).” — page 17
“Debra Hassall received payments of £35,640 (2024: £34,988) for her services as the Bursar.” — page 17
“Trustee expenses were reimbursed in the year totalling £3,496 (2024: £800).” — page 17
Structured financials (annual return, FY ending 30/09/2025)
Trustees
- Debra Jayne Hassall
- Duncan Frank Edwards
- Hannah Caroline Lawes
- Keith Harold Stewart
- MALCOLM DOGGETT SAVORY
- Peter John Faulkner
- Stephen Harrison
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £2.1m | £369k |
| 30/09/2024 | £165k | £390k |
| 30/09/2023 | £162k | £325k |
| 30/09/2022 | £130k | £317k |
| 30/09/2021 | £100k | £300k |
Common questions
Is SIR MALCOLM STEWART BART GENERAL CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted reserves increased to £14,493,498, exceeding the stated policy target of three months of unrestricted charitable expenditure. Although the charity reported a significant one-off income of £1,864,409 from the Cordelia M Baxter Settlement, the trustees note that the underlying charitable activities have historically incurred substantial annual deficits. Its FY2025 accounts were audited by Mercer & Hole LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SHULEM B. ASSOCIATION LIMITED | 1 | £850k |
| UNITED TALMUDICAL ASSOCIATES LTD | 1 | £532k |
| UTRY | 1 | £216k |
| TRUEDENE CO LIMITED | 1 | £139k |
| WISEHEIGHTS LIMITED | 1 | £25k |
| GERSON BERGER ASSOCIATION LIMITED | 1 | £25k |
| OLLINGHAM LIMITED | 1 | £20k |
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £2k |
Charities like this
- ST. MARGARET'S COMMUNITY TRUST
- THOMAS BROMWICH TRUST
- CATERHAM BARRACKS COMMUNITY TRUST
- PALMCOURT LIMITED
- THE BARBERS' COMPANY GENERAL CHARITIES
- THE CIO OF JAMES SOUTH AND WILLIAM BURBERRY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SIR MALCOLM STEWART BART GENERAL CHARITABLE TRUST | £2.1m | — | 0 | unclear | — | no doubt |
| ST. MARGARET'S COMMUNITY TRUST | £243k | — | 0 | unclear | — | no doubt |
| THOMAS BROMWICH TRUST | £224k | — | 0 | above | — | no doubt |
| CATERHAM BARRACKS COMMUNITY TRUST | £722k | — | 0 | unclear | — | no doubt |
| PALMCOURT LIMITED | £186k | — | 0 | unclear | — | no doubt |
| THE BARBERS' COMPANY GENERAL CHARITIES | £303k | — | 0 | within | — | no doubt |