THE A M CHARITABLE TRUST
No unsolicited applications
Objects
FOR SUCH PURPOSES RECOGNISED BY THE LAW OF ENGLAND AND WALES AS CHARITABLE AS THE TRUSTEES SHALL FROM TIME TO TIME SELECT.
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds decreased from £5,557,118 to £5,336,629 due to a net outgoing resource of £220,489, driven by a net loss on investments of £168,038. Despite this loss, the charity maintained sufficient reserves to continue operations, with the trustees confirming adequate resources for the foreseeable future.
What the accounts disclose
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 05/04/2025 (received 23/03/2026, 46 days after the 05/02/2026 due date); year ending 05/04/2021 (received 08/06/2022, 123 days after the 05/02/2022 due date).
Trustees
- Lord Simon Markschair
- Julian Challis
- The Hon Naomi Marks
- The Hon Sarah Radomir
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £157k | £209k |
| 05/04/2024 | £158k | £158k |
| 05/04/2023 | £151k | £149k |
| 05/04/2022 | £47k | £100k |
| 05/04/2021 | £38k | £63k |
Common questions
Is THE A M CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds decreased from £5,557,118 to £5,336,629 due to a net outgoing resource of £220,489, driven by a net loss on investments of £168,038. Despite this loss, the charity maintained sufficient reserves to continue operations, with the trustees confirming adequate resources for the foreseeable future. Its FY2025 accounts were independently examined.
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE A M CHARITABLE TRUST | £157k | — | 0 | unclear | — | no doubt |
| ADAR CHARITABLE TRUST | £177k | — | 0 | unclear | — | no doubt |
| THE ADINT CHARITABLE TRUST | £212k | — | 0 | unclear | — | no doubt |
| J AND M BRITTON CHARITABLE TRUST | £77k | — | 0 | unclear | — | no doubt |
| MILLWARD CHARITABLE TRUST | £47k | — | 0 | unclear | — | no doubt |
| LIMOGES CHARITABLE TRUST | £69k | — | 0 | within | — | no doubt |