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THE MONMOUTHSHIRE FARM SCHOOL ENDOWMENT

Registered charity 525649 · accounts filings on the Charity Commission register

Providing Grants to individuals for land based couses who live in the area of receipt

Causes: Education/training · Get email alerts

Latest income
£39k
Latest spending
£9k
Registered
1966
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves increased to £663,192, supported by an investment gain of £552 and net incoming resources of £29,204. The trustees confirm the financial statements are prepared on a going concern basis and that there are no material uncertainties regarding the trust's ability to continue operations.

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

What the accounts disclose

Reserves policy: maintain funds at approximately the current level (held: £663k)
“The Trust has reviewed its fund strategy and produced an investment and fund strategy for 2024/25 which states that it is the Trust’s policy to maintain funds at approximately the current level and utilise the annual income received to fund its charitable expenditure.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Management and administration costs include expenditure on administration of the Charity and compliance with constitutional and statutory requirements, and an appropriate apportionment of support service recharges and overhead apportionments. The basis of the apportionment is a fixed fee agreed with the Trustees of £200 per year.
“Payments have been made to Monmouthshire County Council respect of management and administration expenses.” — page 13
“The Roger Edwards Educational Trust has historically provided significant income to this trust to be used for the distribution of grants.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Monmouthshire County Council as appointed administrator of the Trust Fund periodically reviews the major risks... The Roger Edwards Educational Trust has historically provided significant income to this trust...
“Payments have been made to Monmouthshire County Council respect of management and administration expenses.” — page 13
“The Roger Edwards Educational Trust has historically provided significant income to this trust to be used for the distribution of grants.”
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: Blaenau Gwent · Caerphilly · Monmouthshire · Torfaen

Income and spending

Financial year endIncomeSpending
31/03/2025£39k£9k
31/03/2024£30k£9k
31/03/2023£27k£6k
31/03/2022£28k£11k
31/03/2021£27k£16k

Common questions

Is THE MONMOUTHSHIRE FARM SCHOOL ENDOWMENT financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £663,192, supported by an investment gain of £552 and net incoming resources of £29,204. The trustees confirm the financial statements are prepared on a going concern basis and that there are no material uncertainties regarding the trust's ability to continue operations. Its FY2025 accounts were independently examined.