THE CHARITY ESTATE
The object of the Charity shall be to relieve either generally or individually pesons resident in the area of the ancient parish of milton Bryan who are in conditions of need,hardship or distress
Financial health, per its FY2024 accounts
The accounts state that the charity's reserve fund was maintained at a prudent level, meeting the trustees' target of £400,000 by year-end. The charity reported broadly stable rental and investment income, with expenditure increased due to property modernisation costs. The trustees confirmed that governance continuity risks were mitigated through recent trustee appointments.
What the accounts disclose
“The trustees aim to maintain a designated reserve fund of £400,000.” — page 4
Trustees
- Christopher Robert Hunt
- Fiona Jane Falle
- Jonathon Barry Maddox
- Nigel Anthony David
- Peter John Gibson Horrocks
- Susan Elizabeth Berchielli
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £95k | £65k |
| 31/12/2023 | £82k | £31k |
| 31/12/2022 | £75k | £36k |
| 31/12/2021 | £74k | £47k |
| 31/12/2020 | £74k | £38k |
Common questions
Is THE CHARITY ESTATE financially healthy?
Per its FY2024 accounts: The accounts state that the charity's reserve fund was maintained at a prudent level, meeting the trustees' target of £400,000 by year-end. The charity reported broadly stable rental and investment income, with expenditure increased due to property modernisation costs. The trustees confirmed that governance continuity risks were mitigated through recent trustee appointments.