THE HARRIET BURTON CHARITABLE TRUST
Grants are normally made to cover health, arts, education and social needs, preference being given to any institutions assisting in the welfare or care of children. Donations to individuals will not be considered. Unsuccessful appeals will not necessarily be acknowledged.
Objects
SUCH CHARITABLE BODIES ASSOCIATIONS OR INSTITUTIONS OR SUCH CHARITABLE PURPOSE AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that total funds decreased by £25,408 to £1,185,403, driven by a net decrease in investment value despite realized gains. The charity maintains unrestricted reserves of £1,185,403, which the trustees confirm are adequate to meet liabilities and cover twelve months of administrative expenditure as per their reserves policy.
What the accounts disclose
“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, to ensure that management and administrative expenditure for twelve months can be met out of undistributed investment income.” — page 4
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
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, 3 were received after the due date: year ending 05/04/2024 (received 20/10/2025, 257 days after the 05/02/2025 due date); year ending 05/04/2023 (received 20/10/2025, 623 days after the 05/02/2024 due date); year ending 05/04/2022 (received 18/05/2023, 102 days after the 05/02/2023 due date).
Trustees
- LADY COATESchair
- SIMON PAUL BURTON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £29k | £20k |
| 05/04/2024 | £30k | £23k |
| 05/04/2023 | £30k | £21k |
| 05/04/2022 | £32k | £22k |
| 05/04/2021 | £23k | £23k |
Common questions
Is THE HARRIET BURTON CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total funds decreased by £25,408 to £1,185,403, driven by a net decrease in investment value despite realized gains. The charity maintains unrestricted reserves of £1,185,403, which the trustees confirm are adequate to meet liabilities and cover twelve months of administrative expenditure as per their reserves policy. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| HAEMOCHROMATOSIS UK | 1 | £250 |
Charities like this
- THE M T AND S D BURTON CHARITABLE SETTLEMENT
- THE ARNOLD BURTON 1998 CHARITABLE TRUST
- THE BARTLETT TAYLOR CHARITABLE TRUST
- THE GUNTER CHARITABLE TRUST
- G L TILLOTSON CHARITABLE TRUST
- MARTIN CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE HARRIET BURTON CHARITABLE TRUST | £29k | — | 0 | unclear | — | no doubt |
| THE M T AND S D BURTON CHARITABLE SETTLEMENT | £78k | — | 0 | unclear | — | no doubt |
| THE ARNOLD BURTON 1998 CHARITABLE TRUST | £159k | — | 0 | unclear | — | no doubt |
| THE BARTLETT TAYLOR CHARITABLE TRUST | £96k | — | 0 | above | — | no doubt |
| THE GUNTER CHARITABLE TRUST | £112k | — | 0 | unclear | — | no doubt |
| G L TILLOTSON CHARITABLE TRUST | £26k | — | 0 | unclear | — | no doubt |