TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL
Religious activities, maintenance of listed building.
Objects
SEE INDIVIDUAL CONSTITUENTS
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net income of £56,234, driven by a significant £94,534 unrealised gain on investments. Total funds carried forward increased to £3,963,256, with unrestricted reserves held at £3,963,256, which the trustees note are sufficient to cover normal expenditure while maintaining adequate funds for future property repairs.
What the accounts disclose
“The recurring level of incoming resources is sufficient to cover normal ministerial and other charitable expenditure. However, the Trustees are mindful of the age of the respective properties that the Trust owns and the need to have adequate funds available to cover future repairs and renovations.” — page 3
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Diane Day
- Dr Michael Peter Ramsey
- Karen Allison
- Kathleen Penelope Anne Ramsey
- Marion Baker
- Robert Ince
- SUSAN BARBARA TOULSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £214k | £253k |
| 31/12/2024 | £209k | £209k |
| 31/12/2023 | £209k | £220k |
| 31/12/2022 | £194k | £175k |
| 31/12/2021 | £194k | £155k |
Common questions
Is TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net income of £56,234, driven by a significant £94,534 unrealised gain on investments. Total funds carried forward increased to £3,963,256, with unrestricted reserves held at £3,963,256, which the trustees note are sufficient to cover normal expenditure while maintaining adequate funds for future property repairs. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE JOHN R. MURRAY CHARITABLE TRUST | 1 | £68k |
| THE IAN ASKEW CHARITABLE TRUST | 1 | £2k |
Charities like this
- TRUST PROPERTY IN CONNECTION WITH WALMSLEY UNITARIAN CHAPEL
- TRUST PROPERTY AND FUNDS HELD IN CONNECTION WITH ST COLUMBA'S CHURCH AND CONGREGATION
- FUNDS HELD IN CONNECTION WITH THE DUNHAM ROAD UNITARIAN CHAPEL
- POWER AND PEACE CHAPEL INTERNATIONAL
- CITY CHAPEL
- THE HISTORIC CHAPELS TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL | £214k | — | 0 | above | — | no doubt |
| TRUST PROPERTY IN CONNECTION WITH WALMSLEY UNITARIAN CHAPEL | £108k | — | 0 | unclear | — | no doubt |
| TRUST PROPERTY AND FUNDS HELD IN CONNECTION WITH ST COLUMBA'S CHURCH AND CONGREGATION | £1.0m | — | 0 | unclear | — | no doubt |
| FUNDS HELD IN CONNECTION WITH THE DUNHAM ROAD UNITARIAN CHAPEL | £106k | — | 0 | unclear | — | no doubt |
| POWER AND PEACE CHAPEL INTERNATIONAL | £371k | — | 0 | unclear | — | no doubt |
| CITY CHAPEL | £186k | — | 0 | unclear | — | no doubt |