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Excel Fund

Provision of grants to individuals and organisations

Activities & Mission

Provision of grants to individuals and organisations

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£38,028
Latest Expenditure
£45,823

Financial Efficiency

Overall Efficiency 120.5%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 120.5%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£38,028
£45,8230 / 0
2024
£37,165
£44,2240 / 0
2023
£29,924
£41,9380 / 0
2022
£39,434
£52,2930 / 0
2021
£42,733
£46,0090 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Excel Fund

What does Excel Fund do?

Provision of grants to individuals and organisations

How much income did Excel Fund report in 2025?

Excel Fund reported total income of £38k and reported expenditure of £46k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was Excel Fund registered as a charity?

Excel Fund was registered with the Charity Commission for England and Wales on 19 July 1985 as charity number 291967. It has been registered for 41 years.

Who runs Excel Fund?

Excel Fund is governed by a board of 3 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Excel Fund operate?

Excel Fund operates across 2 areas: Scotland and England And Wales.

Is Excel Fund a registered charity?

Yes — Excel Fund is a registered charity in England and Wales, charity number 291967.

Details

Address
5 Paddock Drive
Dorridge
SOLIHULL
B93 8BZ
Registration Date
19 July 1985
Status
Registered

Registry Information

Organisation Number
291967
Charity Number
291967

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Other notable Charitable activities charities

Major UK charities in the same primary sector, drawn from the curated priority cohort.

Trustees

CHARLES JOSEPH
LUCINDA HOFTON
POLLY JOSEPH

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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