THE M T AND S D BURTON CHARITABLE SETTLEMENT
Donations are made at the discretion of the trustees and grants are normally made to cover health, arts, education and social needs.Donations to individuals will not be considered. Appeals should be in writing only to the trust managers. Unsuccessful appeals will not necessarily be acknowledged.
Objects
TO PAY OR APPLY THE INCOME OF THE TRUST FUND AND ALSO SO MUCH OF TE CAPITAL OF THE TRUST FUND AS THE SETTLOR MAY FROM TIME TO TIME DIRECT TO SUCH CHARITIES OR TO SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE SETTLOR MAY FROM TIME TO TIME DIRECT AND SUBJECT TO OR AND IN DEFAULT OF ANY SUCH DIRECTION AS THE TRUSTEES MAY AT THEIR OWN UNCONTROLLED DISCRETION DETERMINE. (FOR FURTHER DETAILS SEE CLAUSE 2(2)).
Financial health, per its FY2025 accounts
The accounts state that total funds decreased by £142,299 to £2,670,732, driven primarily by unrealised losses on investments of £150,893. The charity maintains unrestricted reserves of £2,670,732, which exceeds its stated policy target of covering twelve months of management and administrative expenditure. The trustees confirm the charity has adequate resources to continue as a going concern.
What the accounts disclose
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £78k | £92k |
| 05/04/2024 | £88k | £95k |
| 05/04/2023 | £89k | £92k |
| 05/04/2022 | £85k | £74k |
| 05/04/2021 | £83k | £75k |
Common questions
Is THE M T AND S D BURTON CHARITABLE SETTLEMENT financially healthy?
Per its FY2025 accounts: The accounts state that total funds decreased by £142,299 to £2,670,732, driven primarily by unrealised losses on investments of £150,893. The charity maintains unrestricted reserves of £2,670,732, which exceeds its stated policy target of covering twelve months of management and administrative expenditure. The trustees confirm the charity has adequate resources to continue as a going concern. Its FY2025 accounts were independently examined.