THE BALNEY CHARITABLE TRUST
?To collect rents from property and after expenses to make charitable donations in accordance with the Trust Deed?
Objects
TO OR FOR SUCH CHARITABLE PURPUSES CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATIONS IN SUCH PROPORTIONS IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE. (FOR FURTHER DETAILS SEE TRUST DEED)
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves total £712,524, which is significantly above the trustees' stated minimum reserves policy target of £150,000. The charity reported a net movement in funds of £66,411 for the year, supported by £230,678 in charitable trading income.
What the accounts disclose
“During the year the Trust has received £230,678 (2024: £208,428) in charitable trading income, incurred £67,632 (2024: £87,766) in expenditure necessary for the raising of funds” — page 4
“The Trustees have recently reviewed the Reserves Policy and have agreed a minimum reserves value of £150,000 to cover unexpected major property repairs or minor tenant disputes.” — page 5
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Grant-making is its main activity
Trustees
- ROBERT JOHN RUCK-KEENEchair
- IAN GEOFFREY TOWNSEND
- MS HEATON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £231k | £164k |
| 31/03/2024 | £208k | £141k |
| 31/03/2023 | £164k | £120k |
| 31/03/2022 | £163k | £63k |
| 31/03/2021 | £149k | £84k |
Common questions
Is THE BALNEY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves total £712,524, which is significantly above the trustees' stated minimum reserves policy target of £150,000. The charity reported a net movement in funds of £66,411 for the year, supported by £230,678 in charitable trading income. Its FY2025 accounts were independently examined.
Charities like this
- BHM CHARITABLE TRUST
- THE TURNEY TRUST
- BDO CHARITABLE TRUST
- THE BALLINGER CHARITABLE TRUST
- THE CARNELIAN TRUST
- M I CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE BALNEY CHARITABLE TRUST | £231k | — | 0 | above | 29.3% | no doubt |
| BHM CHARITABLE TRUST | £136k | — | 0 | within | — | no doubt |
| THE TURNEY TRUST | £79k | — | 0 | above | — | no doubt |
| BDO CHARITABLE TRUST | £50k | — | 0 | unclear | — | no doubt |
| THE BALLINGER CHARITABLE TRUST | £1.2m | £20,000 | 0 | unclear | — | no doubt |
| THE CARNELIAN TRUST | £84k | — | — | unclear | — | no doubt |