EXCEL FUND

Registered charity 291967 · accounts filings on the Charity Commission register

Provision of grants to individuals and organisations

Objects

1. ANY PERSONS WHO BEING EX-EMPLOYEES OF EXCEL COMPANY LIMITED OR THE DEPENDANTS WIDOWS OR ORPHANS OF SUCH EX-EMPLOYEES ARE OWING TO POVERTY IN NEED OF FINANCIAL ASSISTANCE AND 2. SUCH CHARITY CHARITIES OR CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

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 · Get email alerts

Registered contact address: Solihull, West Midlands, England (from the postcode on the register)

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

Accounts independently examined (not a full audit). Discloses 3 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.

• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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.

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

Trustees · trustee networks

• CHARLES JOSEPH
• LUCINDA HOFTON
• POLLY JOSEPH

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE REGAL TRUST LIMITED.

• THE REGAL TRUST LIMITED income £658k
• WYCOMBE MULTICULTURAL ORGANISATION income £183k
• TAUNTON ROUND TABLE CHARITABLE TRUST FUND income £54k
• ORDER OF THE SECRET MONITOR FUND OF BENEVOLENCE income £69k
• THE FORT TRUST income £29k
• THE ASHWORTH CHARITABLE TRUST income £201k

Side by side with its peers

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