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THE MASON BIBBY 1981 TRUST

Registered charity 283231 · accounts filings on the Charity Commission register

Relief of need amongst UK employees or ex-employees of J Bibby & Sons plc (now Barloworld plc) including subsidiary companies.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income
£116k
Latest spending
£95k
Registered
1982
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure of £64,034 for the year, resulting in a decrease in total unrestricted funds from £3,333,960 to £3,269,926. The trustees' reserves policy is to maintain underlying reserves by distributing the balance of annual income after expenses. The charity holds significant fixed asset investments valued at £3,157,948, which generated investment income of £116,013 to support its charitable activities.

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

What the accounts disclose

Largest income source: Investments (74% of income)
“UK Investment income 86,185” — page 11
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: maintaining the underlying reserves (held: £3.3m)
“The trustees’ present policy, taking one year with another, is to provide out of annual income for the Trust's expenses and then to distribute the balance to selected qualifying beneficiaries and to charitable organisations, thus maintaining the underlying reserves.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by SB&P. Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£116k£95k
05/04/2024£112k£93k
05/04/2023£136k£123k
05/04/2022£101k£73k
05/04/2021£78k£75k

Common questions

Is THE MASON BIBBY 1981 TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £64,034 for the year, resulting in a decrease in total unrestricted funds from £3,333,960 to £3,269,926. The trustees' reserves policy is to maintain underlying reserves by distributing the balance of annual income after expenses. The charity holds significant fixed asset investments valued at £3,157,948, which generated investment income of £116,013 to support its charitable activities. Its FY2025 accounts were audited by SB&P.

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 CORPORATION OF TRINITY HOUSE OF DEPTFORD STROND1£46k
NORFOLK COMMUNITY FOUNDATION1£20k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with The British Airways Benevolent Fund.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE MASON BIBBY 1981 TRUST£116k—0unclear—no doubt
The British Airways Benevolent Fund FY2024£120k—0above—no doubt
MERCHANT NAVY WELFARE BOARD FY2025£808k£80,001 - £90,000—unclear—no doubt
RICHARD HENRY HOLMES MASONIC BENEVOLENT FUND FY2025£218k—0unclear—no doubt
SIR MALCOLM STEWART BART GENERAL CHARITABLE TRUST FY2025£2.1m—0unclear—no doubt
MASONIC BENEVOLENT FUND OF SOUTH WALES FY2025£168k—0unclear—no doubt

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