THE BALCOMBE CHARITABLE TRUST

Registered charity 267172 · accounts filings on the Charity Commission register · also known as ROGER KREITMAN CHARITABLE TRUST

The Trust makes grants only to registered charitable organisations or organisations with charitable objects that are exempt from the requirement for charitable registration. No grants are made to individuals. The Trust generally supports projects in the fields of education, the environment and health and welfare.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Overseas Aid/famine Relief · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£1.2m

Latest spending

£1.4m

Registered

1975

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust holds total net assets of £41,161,440, comprising an unrestricted fund of £3,238,030 and an expendable endowment fund of £37,923,410. The Trustees consider their unrestricted reserves sufficient to cover management and administration costs for at least the next three years. The Trust reported a net loss for the year due to investment losses, but confirms it has adequate resources to continue in operational existence.

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)

“Incoming resources comprised entirely of investment income receivable of £1,172,661” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: three years of management and administration costs and ongoing conditional grant commitments (held: £3.2m)

“The Trustees have reviewed the unrestricted reserves of the Trust and consider it prudent that these funds should be maintained and are sufficient to cover the management and administration costs for at least the next three years and its ongoing conditional grant commitments.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by TC Group. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Total income

£1.2m

Total spending

£1.4m

Cost of raising funds

£270k

Reserves (reported)

£3.2m

Employees

Reported reserves equal ~27.9 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 23.0% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).

Register events

Received assets from another charity (31/03/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

PATRICIA MARION KREITMANchair
MR EDWARD NICHOLAS WILLIAM BROWN · trustee of 1 other charity
R A KREITMAN

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2025	£1.2m	£1.4m
05/04/2024	£1.2m	£1.2m
05/04/2023	£1.2m	£1.2m
05/04/2022	£2.4m	£975k
05/04/2021	£899k	£826k

Common questions

Is THE BALCOMBE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust holds total net assets of £41,161,440, comprising an unrestricted fund of £3,238,030 and an expendable endowment fund of £37,923,410. The Trustees consider their unrestricted reserves sufficient to cover management and administration costs for at least the next three years. The Trust reported a net loss for the year due to investment losses, but confirms it has adequate resources to continue in operational existence. Its FY2025 accounts were audited by TC Group.

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.

Funder	Similar charities funded	Amount to them
THE JORDAN CHARITABLE FOUNDATION	1	£60k

Charities like this

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

THE BALNEY CHARITABLE TRUST income £231k
THE WILLIAMS CHARITABLE TRUST income £92k
THE COLE CHARITABLE TRUST income £144k
THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUST income £296k
THE STOCKWELL/CLIFFE CHARITABLE TRUST income £565k
THE G D CHARITABLE TRUST income £107k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE BALCOMBE CHARITABLE TRUST	£1.2m	—	above	—	no doubt
THE BALNEY CHARITABLE TRUST FY2025	£231k	—	above	29.3%	no doubt
THE WILLIAMS CHARITABLE TRUST FY2026	£92k	—	unclear	—	no doubt
THE COLE CHARITABLE TRUST FY2025	£144k	—	below	—	no doubt
THE LOPPYLUGS AND BARBARA MORRISON CHARITABLE TRUST FY2025	£296k	—	unclear	—	no doubt
THE STOCKWELL/CLIFFE CHARITABLE TRUST FY2024	£565k	—	unclear	—	no doubt

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