CLEVEDON CONVALESCENT FUND

Registered charity 249313 · accounts filings on the Charity Commission register · also known as CLEVEDON FORBES FUND, FORBES FUND, THE CLEVEDON CONVALESCENT HOMES

The charity seeks to help those in need of convalescence, for whatever reason, who cannot afford the total cost of such convalescence. 1) Persons recovering from sickness, medical or surgical treatment. 2) Such persons who are in a weak state of health and require a change of air, or require respite care.

Objects

FOR OR ASSISTING WITH THE COST OF CONVALESCENCE FOR1) PERSONS RECOVERING FROM SICKNESS MEDICAL OR SURGICAL TREATMENT,OR2) SUCH PERSONS WHO ARE IN A WEAK STATE OF HEALTH AND REQUIRE A CHANGE OF AIR OR REQUIRE RESPITE CARE.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · website · Get email alerts

Registered contact address: North Somerset, South West, England (from the postcode on the register)

Latest income
£75k
Latest spending
£82k
Registered
1966
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves fell by £10,267 to £695,265 due to investment losses, though the charity remains self-sustaining through investment income. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity holds significant endowment funds of £1,539,039 to support its long-term objectives.

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

What the accounts disclose

Reserves policy: 25% of annual income/turnover (reserves figure: £695k)
“The Trustees’ policy is to retain in the region of 25% of its annual income/turnover as a cash sum within the day-to-day current bank account.” — page 7
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2024

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2023

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2021 (received 11/02/2022, 11 days after the 31/01/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£75k£82k
31/03/2024£70k£83k
31/03/2023£82k£70k
31/03/2022£75k£75k
31/03/2021£65k£46k

Common questions

Is CLEVEDON CONVALESCENT FUND financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves fell by £10,267 to £695,265 due to investment losses, though the charity remains self-sustaining through investment income. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity holds significant endowment funds of £1,539,039 to support its long-term objectives. 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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CLARENDON TRUST LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
CLEVEDON CONVALESCENT FUND£75k—0unclear—no doubt
CLARENDON TRUST LIMITED FY2025£2.4m—0unclear—no doubt
CLEVEDON FAMILY CHURCH FY2025£62k—0above18.3%no doubt
VICTORIA CONVALESCENT TRUST FY2025£111k—0above—no doubt
CHANCE TO CHANGE FOUNDATION FY2025£25k—0unclear—no doubt
CRH CHARITABLE TRUST FY2026£395k—0unclear—no doubt

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