H M BURDALL CHARITY

Registered charity 514273 · accounts filings on the Charity Commission register

Income applied "For the purposes of relieving persons aged 70 years or over, resident in the city of Sheffield, in conditions of need, hardship or distress"

Causes: General Charitable Purposes · Get email alerts

Latest income

£26k

Latest spending

£20k

Registered

1986

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity maintained unrestricted funds at a level to continue making donations as needs arise, with cash funds increasing from £9,088 to £14,256. Investment income rose to £25,531, while charitable grants paid decreased to £17,500 from the previous year's £20,600. The independent examiner confirmed no material matters were found that would cause concern regarding the financial statements.

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

What the accounts disclose

Largest income source: Investment income (100% of income)

“Investment income received 25,518” — page 8

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: a level which would enable them to continue to make appropriate levels of donations to suitable applications as the need arises (held: £14k)

“It is the policy of the Trustees to maintain unrestricted funds, which are the free reserves of the charities, at a level which would enable them to continue to make appropriate levels of donations to suitable applications as the need arises.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Trustees are the same as those for the Queen Victoria and Johnson Memorial Trust and for The Sir George Franklin's Pension Charity, although each charity is considered separately.

“The trustees for HM Burdall are the same as those for the Queen Victoria and Johnson Memorial Trust and for The Sir George Franklin's Pension Charity, although each charity is considered separately at the trustee meetings.” — page 2

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

BARBARA MANGLES · trustee of 2 other charities
GILES DOMINIC SEARBY · trustee of 2 other charities
JIM FULTON · trustee of 6 other charities
JUNE GLYNIS BLOWER · trustee of 2 other charities
Jo Owens · trustee of 2 other charities
LIZ MURRAY · trustee of 3 other charities
RODERICK HOWARD MAXWELL PLEWS · trustee of 2 other charities

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

Operates in: Sheffield City

Income and spending

Financial year end	Income	Spending
25/07/2025	£26k	£20k
25/07/2024	£20k	£23k
25/07/2023	£19k	£28k
25/07/2022	£19k	£22k
25/07/2021	£18k	£16k

Common questions

Is H M BURDALL CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that the charity maintained unrestricted funds at a level to continue making donations as needs arise, with cash funds increasing from £9,088 to £14,256. Investment income rose to £25,531, while charitable grants paid decreased to £17,500 from the previous year's £20,600. The independent examiner confirmed no material matters were found that would cause concern regarding the financial statements. Its FY2025 accounts were independently examined.