THE BALCOMBE CHARITABLE TRUST
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.
What the accounts disclose
“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
Structured financials (annual return, FY ending 05/04/2025)
Register events
- Received assets from another charity (31/03/2023)
Trustees
- PATRICIA MARION KREITMANchair
- MR EDWARD NICHOLAS WILLIAM BROWN
- R A KREITMAN
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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE JORDAN CHARITABLE FOUNDATION | 1 | £20k |