THE BALNEY CHARITABLE TRUST

Registered charity 288575 · accounts filings on the Charity Commission register

?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)

Area of benefit: NOT DEFINED.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Accommodation/housing · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Milton Keynes, South East, England (from the postcode on the register)

Latest income
£231k
Latest spending
£164k
Registered
1984
Accounts read
FY2025

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.

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

What the accounts disclose

Fundraising cost ratio: 29.3% of fundraised income, as disclosed
“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
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: £150,000 (reserves figure: £713k)
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

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

Operates in: Milton Keynes

Income and spending

Financial year endIncomeSpending
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

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE BALNEY CHARITABLE TRUST£231k—0above29.3%no doubt
BHM CHARITABLE TRUST FY2025£136k—0within—no doubt
THE TURNEY TRUST FY2025£79k—0above—no doubt
BDO CHARITABLE TRUST FY2025£50k—0unclear—no doubt
THE BALLINGER CHARITABLE TRUST FY2025£1.2m£20,0000unclear—no doubt
THE CARNELIAN TRUST FY2025£84k——unclear—no doubt

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