EXCEL FUND

Registered charity 291967 · accounts filings on the Charity Commission register

Provision of grants to individuals and organisations

Causes: General Charitable Purposes · Get email alerts

Latest income
£33k
Latest spending
£44k
Registered
1985
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that unrestricted reserves stood at £1,490,114, an increase from the prior year's £1,318,709. The trustees note that the key risk is a continuing fall in income but maintain that sufficient unrestricted funds exist to control expenditure. The charity reports no material uncertainties regarding its ability to continue as a going concern.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income (100% of income)
The trustees do not undertake any fundraising activities. All funds are generated through investments. — page 3
Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2026£33k£44k
05/04/2025£38k£46k
05/04/2024£37k£44k
05/04/2023£30k£42k
05/04/2022£39k£52k

Common questions

Is EXCEL FUND financially healthy?

Per its FY2026 accounts: The accounts state that unrestricted reserves stood at £1,490,114, an increase from the prior year's £1,318,709. The trustees note that the key risk is a continuing fall in income but maintain that sufficient unrestricted funds exist to control expenditure. The charity reports no material uncertainties regarding its ability to continue as a going concern. Its FY2026 accounts were independently examined.