MILTON MOUNT FOUNDATION

Registered charity 306981 · accounts filings on the Charity Commission register

AWARDING EDUCATIONAL BURSARIES AND GRANTS

Objects

THE GENERAL PROMOTION OF THE EDUCATION OF PERSONS UNDER THE AGE OF 25 YEARS. (FOR FURTHER DETAILS SEE CLAUSE 13 OF THE GOVERNING INSTRUMENT)

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: Education/training · website · Get email alerts

Latest income
£152k
Latest spending
£206k
Registered
1964
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that expenditure exceeded income, resulting in a decrease in the Income Fund from £174,811 to £118,023. Per the trustees' report, the current level of funds is insufficient to maintain previous grant rates, necessitating a reduction in university grants and school fee formulas. The trustees anticipate reserves will be lower than the previously considered appropriate figure of around £100,000 but expect this to be rectified in the following year.

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

What the accounts disclose

Largest income source: Dividends and stock interest
“Dividends and stock interest 150,914”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: around £100,000 (held: £118k)
“the Reserves at the end of 2025-26 will be rather lower than the previously considered appropriate figure of around £100,000”
Per its FY2025 accounts as filed with the Charity Commission.
Going concern: noted by the trustees or auditor
“The request for assistance are such that the current level of the Income Fund will not enable the Foundation to continue with the bursaries for the school year and grants to university students being made at the same rate, So a reduction in the size of University grants is being made for 2025-26.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 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.

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
30/06/2025£152k£206k
30/06/2024£153k£179k
30/06/2023£153k£178k
30/06/2022£151k£203k
30/06/2021£150k£190k

Common questions

Is MILTON MOUNT FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that expenditure exceeded income, resulting in a decrease in the Income Fund from £174,811 to £118,023. Per the trustees' report, the current level of funds is insufficient to maintain previous grant rates, necessitating a reduction in university grants and school fee formulas. The trustees anticipate reserves will be lower than the previously considered appropriate figure of around £100,000 but expect this to be rectified in the following year. 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.

FunderSimilar charities fundedAmount to them
SABENO LIMITED1£3k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Highworth Grammar School Trust, School Fund.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
MILTON MOUNT FOUNDATION£152k—0above—noted
Highworth Grammar School Trust, School Fund FY2025£565k—0unclear—no doubt
CLSG BURSARY AND AWARDS FUND FY2025£1.4m—0above—no doubt
MAISON DE L'INSTITUT DE FRANCE A LONDRES (FONDATION EDMOND DE ROTHSCHILD) FY2025£223k—0above—no doubt
SEBRIGHT'S EDUCATIONAL FOUNDATION FY2025£205k—0below—no doubt
WELLINGTON MANAGEMENT UK FOUNDATION FY2024£1000k—0unclear—no doubt

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