THE BALNEY CHARITABLE TRUST
Latest income
£231k
Latest spending
£164k
Registered
1984
Accounts read
FY2023
Financial health, per its FY2023 accounts
The accounts state that total unrestricted reserves stood at £579,067, which is significantly above the trustees' stated minimum reserves policy target of £100,000. The charity reported a net movement in funds of £44,094 for the year, supported by £164,085 in charitable trading income.
What the accounts disclose
Reserves policy: minimum reserves value of £100,000 (held: £579k)
“The Trustees have recently reviewed the Reserves Policy and have agreed a minimum reserves value of £100,000 to cover unexpected major property repairs or minor tenant disputes.” — page 5
Per its FY2023 accounts as filed with the Charity Commission.
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?
The accounts state that total unrestricted reserves stood at £579,067, which is significantly above the trustees' stated minimum reserves policy target of £100,000. The charity reported a net movement in funds of £44,094 for the year, supported by £164,085 in charitable trading income. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THIRTY PERCY FOUNDATION | 1 | £220k |
| GOWER STREET | 1 | £24k |
| THE A TEAM FOUNDATION LIMITED | 1 | £20k |