THE HOMESTEAD CHARITABLE TRUST
As set out in classification
Objects
SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR CHARITABLE PURPOSE OR PURPOSES IN SUCH SHARES AND PROPORTIONS AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DESCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £5,916,485, derived from investment income of £278,916 and grants expenditure of £56,411. The trustees report a reserves policy focused on retaining financial stability while committing funds to charitable grants. No material uncertainties or risks to continuing operations are disclosed in the filing.
What the accounts disclose
“they have set a policy which reflects their wish to safely commit as much as possible to charitable grants whilst retaining financial stability and the potential to respond to new opportunities.” — page 5
Policies the charity declares
- 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
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Trustees
- LADY NINA BRACEWELL-SMITH
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £279k | £56k |
| 05/04/2024 | £232k | £14k |
| 05/04/2023 | £125k | £14k |
| 05/04/2022 | £40k | £46k |
| 05/04/2021 | £55k | £46k |
Common questions
Is THE HOMESTEAD CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £5,916,485, derived from investment income of £278,916 and grants expenditure of £56,411. The trustees report a reserves policy focused on retaining financial stability while committing funds to charitable grants. No material uncertainties or risks to continuing operations are disclosed in the filing. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MENPHYS LIMITED | 1 | £45k |
Charities like this
- THE CHARTERHOUSE CHARITABLE TRUST
- CHURCH ESTATE
- O'HEA CHARITABLE TRUST
- LAWSON BECKMAN CHARITABLE TRUST
- R M SALES CHARITABLE TRUST
- THE HEMBY CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE HOMESTEAD CHARITABLE TRUST | £279k | — | 0 | above | — | no doubt |
| THE CHARTERHOUSE CHARITABLE TRUST | £58k | — | 0 | above | — | no doubt |
| CHURCH ESTATE | £85k | — | 0 | unclear | — | no doubt |
| O'HEA CHARITABLE TRUST | £50k | — | 0 | unclear | — | no doubt |
| LAWSON BECKMAN CHARITABLE TRUST | £239k | — | 0 | above | — | no doubt |
| R M SALES CHARITABLE TRUST | £0 | — | 0 | unclear | — | no doubt |