Charity Accounts Intelreading the accounts so you don’t have to

THE MARY HOMFRAY CHARITABLE TRUST

Registered charity 273564 · accounts filings on the Charity Commission register

The trustees meet annually to donate monies to registered charities in Wales. All applications need to be made via the charities website www.maryhomfrayct.org

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£139k
Latest spending
£196k
Registered
1977
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity's unrestricted funds decreased to £4,160,402.76 due to a net movement in funds of £291,652.42, driven by investment losses and expenditure exceeding income. The trustees maintain that the charity has adequate resources to continue in operational existence for at least twelve months. The trust's primary objective remains preserving capital to generate income for charitable donations.

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

What the accounts disclose

Largest income source: Investments (100% of income)
“of which £138,207.53 was generated from its investments held with Evelyn Partners.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £4.2m; policy: preserve the existing wealth of the charity over a long term)
“The balance of the unrestricted fund at 5 April 2025 amounted to £4,160,402.76 (2024 - £4,452,055.18).” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

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

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Trustees · trustee networks

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

Operates in: Throughout Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£139k£196k
05/04/2024£143k£195k
05/04/2023£144k£197k
05/04/2022£149k£194k
05/04/2021£126k£147k

Common questions

Is THE MARY HOMFRAY CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity's unrestricted funds decreased to £4,160,402.76 due to a net movement in funds of £291,652.42, driven by investment losses and expenditure exceeding income. The trustees maintain that the charity has adequate resources to continue in operational existence for at least twelve months. The trust's primary objective remains preserving capital to generate income for charitable donations. 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
THE KNIGHTLAND FOUNDATION1£80k
SF FOUNDATION1£33k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE MARY HOMFRAY CHARITABLE TRUST£139k—0below—no doubt
INVESTREAM CHARITABLE TRUST FY2025£153k—0above—no doubt
THE AIMWELL CHARITABLE TRUST FY2025£608k—0unclear—no doubt
DELVES CHARITABLE TRUST FY2025£222k—0above—no doubt
THE FRANK LITCHFIELD GENERAL CHARITABLE TRUST FY2025£192k—0unclear—no doubt
MEKADSHEI SHEVEI CHARITABLE TRUST FY2025£156k—0unclear—no doubt

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