THE SAINTBURY TRUST

Registered charity 326790 · accounts filings on the Charity Commission register

The trustees' policies are set out in the "Objectives and activities" section of their Report for the year ended 31st December 2015.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£365k

Latest spending

£453k

Registered

1985

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that total reserves at December 2025 were £16,450,661, with unrestricted free reserves of £16,266,498. The Trustees consider these funds adequate to meet future anticipated demands and maintain operations, noting that free reserves provide sufficient resources to support likely future grants and continuing administration.

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

What the accounts disclose

Reserves policy: sufficient funds in reserves to meet the future anticipated demands on the Trust's resources (held: £16.3m)

“It is the policy of the Trustees to maintain the general unrestricted funds at a level to provide sufficient funds in reserves to meet the future anticipated demands on the Trust's resources.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Ms A Bhalla is a trustee of B: Music

“£10,000 to B: Music (£50,000 in 2024) of which Ms A Bhalla is a trustee.” — page 22

“£10,000 to The Royal Shakespeare Company (£10,000 in 2024), of which Ms A Bhalla is a governor.” — page 22

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Ms A Bhalla is a governor of The Royal Shakespeare Company

“£10,000 to B: Music (£50,000 in 2024) of which Ms A Bhalla is a trustee.” — page 22

“£10,000 to The Royal Shakespeare Company (£10,000 in 2024), of which Ms A Bhalla is a governor.” — page 22

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Ms A Bhalla is a trustee of lniva

“£10,000 to B: Music (£50,000 in 2024) of which Ms A Bhalla is a trustee.” — page 22

“£10,000 to The Royal Shakespeare Company (£10,000 in 2024), of which Ms A Bhalla is a governor.” — page 22

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Ms A Bhalla's husband is a trustee of Hope Projects

“£10,000 to B: Music (£50,000 in 2024) of which Ms A Bhalla is a trustee.” — page 22

“£10,000 to The Royal Shakespeare Company (£10,000 in 2024), of which Ms A Bhalla is a governor.” — page 22

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Locke Williams Associates LLP. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2023)

Total income

£558k

Total spending

£346k

Cost of raising funds

£51k

Reserves (reported)

£14.2m

Employees

0

Per its annual return, largest income source: Investments (55% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 9.1% of total income — above the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

ANITA BHALLA · trustee of 1 other charity
Benjamin Atkinson-Willes
Dr Sarah Eleri Wareing
Jake Andrew Reynolds Houghton
Kabir Prem SONDHI
MRS A E ATKINSON-WILLES
MRS A R THOMAS
MRS C E BROGAN
MRS J P LEWIS
MRS V K HOUGHTON

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

Operates in: Birmingham City · Coventry City · Dudley · Gloucestershire · Sandwell · Solihull · Walsall · Warwickshire · Wolverhampton · Worcestershire

Income and spending

Financial year end	Income	Spending
31/12/2025	£365k	£453k
31/12/2024	£362k	£390k
31/12/2023	£558k	£346k
31/12/2022	£299k	£369k
31/12/2021	£291k	£331k

Common questions

Is THE SAINTBURY TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total reserves at December 2025 were £16,450,661, with unrestricted free reserves of £16,266,498. The Trustees consider these funds adequate to meet future anticipated demands and maintain operations, noting that free reserves provide sufficient resources to support likely future grants and continuing administration. Its FY2025 accounts were audited by Locke Williams Associates LLP.

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
COUNTYPIER LIMITED	1	£116k
THE JORDAN CHARITABLE FOUNDATION	1	£60k
REIFER MEMORIAL LIMITED	1	£20k
SUICIDE & CO	1	£4k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE S AND Y CHARITABLE TRUST.

THE S AND Y CHARITABLE TRUST income £113k
BHM CHARITABLE TRUST income £136k
ALEXANDER SHTIEBEL income £248k
THE STOCKWELL/CLIFFE CHARITABLE TRUST income £565k
THE DE BRYE CHARITABLE TRUST income £122k
THE BALNEY CHARITABLE TRUST income £231k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE SAINTBURY TRUST	£365k	—	0	unclear	—	no doubt
THE S AND Y CHARITABLE TRUST FY2025	£113k	—	0	unclear	—	no doubt
BHM CHARITABLE TRUST FY2025	£136k	—	0	within	—	no doubt
ALEXANDER SHTIEBEL FY2024	£248k	—	0	above	—	no doubt
THE STOCKWELL/CLIFFE CHARITABLE TRUST FY2024	£565k	—	0	unclear	—	no doubt
THE DE BRYE CHARITABLE TRUST FY2025	£122k	—	0	below	—	no doubt

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