Charity Accounts Intelreading the accounts so you don’t have to

HUNTLY AND MARGERY SINCLAIR CHARITABLE TRUST

Registered charity 235939 · accounts filings on the Charity Commission register

Makes grants to organisations (including schools, charities etc.)

Causes: General Charitable Purposes · Get email alerts

Latest income
£53k
Latest spending
£73k
Registered
1964
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves decreased from £1,676,416 to £1,550,797 during the year. The trustees consider it prudent to retain reserves to produce income sufficient to maintain current expenditure levels. The charity reported a net outgoing of resources of £19,647.53, driven by investment losses and administration costs exceeding investment income.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment Income (100% of income)
“The charity's income is derived solely from its investment portfolio.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £1.6m; policy: produce an income sufficient to maintain the current level of expenditure, including donations and all expenses)
“The trustees consider it prudent that unrestricted reserves should be retained to produce an income sufficient to maintain the current level of expenditure, including donations and all expenses. The charity’s funds decreased by £125,619 from £1,676,416 to £1,550,797.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£53k£73k
05/04/2024£41k£65k
05/04/2023£23k£63k
05/04/2022£21k£65k
05/04/2021£20k£62k

Common questions

Is HUNTLY AND MARGERY SINCLAIR CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves decreased from £1,676,416 to £1,550,797 during the year. The trustees consider it prudent to retain reserves to produce income sufficient to maintain current expenditure levels. The charity reported a net outgoing of resources of £19,647.53, driven by investment losses and administration costs exceeding investment income. Its FY2025 accounts were independently examined.