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MIDHURST PENSIONS TRUST

Registered charity 245230 · accounts filings on the Charity Commission register

Providing for persons in necessitous or straitened circumstances who have been or shall be employed on the Cowdray Estate.

Causes: The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Other Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income
£121k
Latest spending
£1.1m
Registered
1965
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £5,809,763, a decrease from the prior year's £7,011,649, driven by a net outgoing movement in funds of £1,201,886. This outflow resulted from charitable grants totalling £1,052,374 and a net investment loss of £268,410, partially offset by £121,257 in investment income. The trustees confirm the trust is a going concern with adequate resources to continue operations.

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

What the accounts disclose

Reserves policy: sufficient funds for the level of grants paid and to cover the Charity's management and administration costs (held: £5.8m)
“It is the intention of the Trustees to sustain the unrestricted funds at a level which will provide sufficient funds for the level of grants paid and to cover the Charity's management and administration costs.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grants awarded to Cowdray Heritage Trust; directors of the charity's trustees are also trustees of the Heritage Trust.
“During the year grants were awarded to the Cowdray Heritage Trust of £990,000. The Viscount Cowdray (Director of Cowdray Trust Limited) and Mr B R Newbigging (Director of Rathbone Trust Company Limited) are trustees of the Heritage Trust.” — page 15
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£121k£1.1m
05/04/2024£111k£58k
05/04/2023£62k£56k
05/04/2022£50k£53k
05/04/2021£55k£57k

Common questions

Is MIDHURST PENSIONS TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £5,809,763, a decrease from the prior year's £7,011,649, driven by a net outgoing movement in funds of £1,201,886. This outflow resulted from charitable grants totalling £1,052,374 and a net investment loss of £268,410, partially offset by £121,257 in investment income. The trustees confirm the trust is a going concern with adequate resources to continue operations. Its FY2025 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
BIRTHDAY HOUSE TRUST1£50k
THE ASHBURNHAM THANKSGIVING TRUST1£4k
ASSOCIATION OF INDEPENDENT MUSEUMS1£10

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE COWDRAY HERITAGE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
MIDHURST PENSIONS TRUST£121k—0unclear—no doubt
THE COWDRAY HERITAGE TRUST FY2025£1.2m—0unclear—no doubt
THE EARL OF SOUTHAMPTON TRUST FY2024£181k—0above—no doubt
MIDDLE WAY TRUST FY2025£111k—0unclear—no doubt
THE MICHAEL COWAN FOUNDATION FY2024£2.0m—0unclear—no doubt
BIRTHDAY HOUSE TRUST FY2025£256k—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.