CHARLOTTE BROADWOOD TRUST
Providing homes for elderly people with little income who (unless otherwise approved by Charity Commissioners) have resided in Capel and the neighbouring area for not less than two years
Objects
HOMES FOR POOR OLD PEOPLE WHO (EXCEPT IN SPECIAL CASES APPROVED BY CHARITY COMMISSIONERS) HAVE RESIDED IN CAPEL AND THE NEIGHBOURHOOD FOR NOT LESS THAN TWO YEARS.
Financial health, per its FY2025 accounts
The accounts state that the charity held unrestricted reserves of £289,447 against a stated policy target of approximately £7,000 (six months of normal running costs). The trustees report a surplus for the year and confirm that maintenance contributions more than cover normal running costs, indicating a stable financial position with substantial investment assets available.
What the accounts disclose
“Rents received 26,391” — page 12
“That amount has been calculated as approximately six months expenditure on the normal running cost of the building. Expenditure on normal running costs over the past eighteen month has been calculated as approximately £1,200 per month, resulting in estimate of £7,000.” — page 4
Policies the charity declares
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Serious incident reporting policy and procedures
Trustees
- DAVID GOODALLchair
- AMANDA SCHRYVER
- Alexandra Ailsa Kirsty Baker
- CHRISTINE BATY
- David Dennis Silliman
- Maureen Ellen Newman
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £33k | £26k |
| 31/03/2024 | £31k | £41k |
| 31/03/2023 | £31k | £21k |
| 31/03/2022 | £28k | £32k |
| 31/03/2021 | £31k | £26k |
Common questions
Is CHARLOTTE BROADWOOD TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £289,447 against a stated policy target of approximately £7,000 (six months of normal running costs). The trustees report a surplus for the year and confirm that maintenance contributions more than cover normal running costs, indicating a stable financial position with substantial investment assets available. Its FY2025 accounts were independently examined.