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the montal charitable trust

The charity supports children and young people, elderly people, people with disabilities, people of a particular ethnic or racial origin, other charities or voluntary bodies, and the general public. The Montal Charitable Trust is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to individuals. The charity is based in Worcester and operates in England And Wales.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

TO BE ADVISED

Fundraising

See where The Montal Charitable Trust is active and find local fundraising opportunities.

Financial Information

Latest Income
£224,370
Latest Expenditure
£340,213

Financial Efficiency

Program Ratio 0.7%
% of income going directly to charitable activities
Overall Efficiency 75.7%
% of expenditure going to programs (vs overhead)
Administrative Ratio 34.9%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £5,393,806
Charitable Activities £0
Other Trading £0
Investments £37,601
Other Income £0

Expenditure Categories

Charitable Expenditure £40,730
Raising Funds £13,054
Governance £5,730
Grants to Institutions £35,000
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£224,370£340,2130 / 0
2023£5,431,407£53,784£40,730£6,316,802£00 / 0
2022£17,796£81,7850 / 0
2021£15,689£11,4890 / 0
2020£16,046£56,5220 / 0

Staff column shows: Employees / Volunteers

Details

Address
c/o PEAR TREE COTTAGE
YARRINGTON ROAD
ALFRICK
WORCESTER
WR6 5EX
Registration Date
28 May 2009
Status
Registered

Registry Information

Organisation Number
4043552
Charity Number
1129868

Trustees

Mills and Reeve Trust Corporation Limited
PETER GARY BARBER
DEBORAH ANN CLARK