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?

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

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 (held: £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.

Trustees · trustee networks

ROBERT JOHN RUCK-KEENEchair · trustee of 1 other charity
IAN GEOFFREY TOWNSEND
MS HEATON

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

Operates in: Milton Keynes

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.

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.

Funder	Similar charities funded	Amount to them
THIRTY PERCY FOUNDATION	1	£220k
NETWORK FOR SOCIAL CHANGE CHARITABLE TRUST	1	£97k
GOWER STREET	1	£24k
THE A TEAM FOUNDATION LIMITED	1	£20k
THE FREDERICK MULDER FOUNDATION	1	£2k
THE NORTH WALES POLICE AND COMMUNITY TRUST	1	£70

Charities like this

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

BHM CHARITABLE TRUST income £136k
THE BLAIR TRUST FUND income £187k
THE BLANES TRUST income £112k
CANOLFAN DEULU Y BALA income £450k
THE CUNMONT CHARITABLE TRUST income £2.4m
BRAMPTON CHARITABLE TRUST income £101k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE BALNEY CHARITABLE TRUST	£231k	—	above	29.3%	no doubt
BHM CHARITABLE TRUST FY2025	£136k	—	within	—	no doubt
THE BLAIR TRUST FUND FY2025	£187k	—	unclear	—	no doubt
THE BLANES TRUST FY2025	£112k	—	unclear	—	no doubt
CANOLFAN DEULU Y BALA FY2025	£450k	—	unclear	—	no doubt
THE CUNMONT CHARITABLE TRUST FY2025	£2.4m	—	unclear	—	no doubt

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