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THE MILTON-LLOYD CHARITABLE TRUST

Registered charity 327873 · accounts filings on the Charity Commission register

THE CHARITY WAS ESTABLISHED TO APPLY FUNDS FOR CHARITABLE PURPOSES AND TO MAKE DONATIONS TO CHARITABLE INSTITUTION AND FOUNDATIONS MAINLY IN THE SOUTH EAST OF ENGLAND.

Causes: General Charitable Purposes · Get email alerts

Latest income
£56k
Latest spending
£26k
Registered
1988
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £510,202 at the end of the year, an increase from £498,458 the previous year. The trustees maintain that this level of reserves is sufficient to guarantee distributable income, as the charity relies on annual donations from Jackson Trading Company PLC. The charity reported a net income movement of £11,744 after charitable expenditure of £43,103.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Donations and legacies (91% of income)
“The charity's only source of funding is from Jackson Trading Company PLC.” — page 4
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: sufficient level of reserves... to guarantee distributable income (held: £510k)
“As the charity derives its income from an annual donation, the trustees are of the view that a sufficient level of reserves are required to be maintained in order to guarantee distributable income for the trust.”
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: 11
“During the year, the Charity received donation income of £50,000 (2023: £54,000) from Jackson Trading Company PLC, a company in which the Trustees are shareholders and directors.” — page 13
Per its FY2024 accounts as filed with the Charity Commission.

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

Property (HM Land Registry)

2 registered titles in England and Wales held by the charity’s company or corporate body (2 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
31/12/2025£56k£26k
31/12/2024£55k£43k
31/12/2023£54k£38k
31/12/2022£65k£74k
31/12/2021£60k£19k

Common questions

Is THE MILTON-LLOYD CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £510,202 at the end of the year, an increase from £498,458 the previous year. The trustees maintain that this level of reserves is sufficient to guarantee distributable income, as the charity relies on annual donations from Jackson Trading Company PLC. The charity reported a net income movement of £11,744 after charitable expenditure of £43,103. Its FY2024 accounts were independently examined.