Charity Accounts Intelreading the accounts so you don’t have to

THE KELTON TRUST

Registered charity 327363 · accounts filings on the Charity Commission register

General charitable purposes but with a strong preference for the care of the elderly and medical research.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Get email alerts

Latest income
£65k
Latest spending
£56k
Registered
1987
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased by £35,324 to £2,026,731, driven by a net loss on investments of £44,276 which outweighed net income before valuations of £8,952. The Trustees confirm that resources are sufficient to continue as a going concern and that the charity maintains a reserves policy targeting six months of grant-making and administrative costs. The charity has no employees and relies entirely on investment income to fund its charitable grants.

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

What the accounts disclose

Reserves policy: six months' grant-making and administrative costs (held: £2.0m)
“the Trustees aim to maintain a free reserve on its income fund at a minimum level equivalent to six months' grant-making and administrative costs.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Birmingham City · Shropshire · Worcestershire

Income and spending

Financial year endIncomeSpending
05/04/2025£65k£56k
05/04/2024£59k£65k
05/04/2023£64k£74k
05/04/2022£71k£64k
05/04/2021£45k£57k

Common questions

Is THE KELTON TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted funds decreased by £35,324 to £2,026,731, driven by a net loss on investments of £44,276 which outweighed net income before valuations of £8,952. The Trustees confirm that resources are sufficient to continue as a going concern and that the charity maintains a reserves policy targeting six months of grant-making and administrative costs. The charity has no employees and relies entirely on investment income to fund its charitable grants. Its FY2025 accounts were independently examined.