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the utley family charitable trust

Activities & Mission

The charity is established for general purposes and operates as a grant-making charity, supporting projects, organisations and individuals with grants of varying sizes and durations. Initially, the trustees have focused on causes relating to children, education and health, as well as helping those with dementia through the power of music. The Utley Foundation supports causes at home and abroad.

Fundraising

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

Financial Information

Latest Income
£549,048
Latest Expenditure
£1,858,101

Financial Efficiency

Program Ratio 217.8%
% of income going directly to charitable activities
Overall Efficiency 64.4%
% of expenditure going to programs (vs overhead)
Administrative Ratio 38.4%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £5,624
Charitable Activities £0
Other Trading £0
Investments £543,424
Other Income £0

Expenditure Categories

Charitable Expenditure £1,196,026
Raising Funds £662,075
Governance £52,310
Grants to Institutions £769,971
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£549,048£1,858,101£1,196,026£24,512,419£24,512,4193 / 0
2023£637,056£1,873,675£1,349,832£23,422,506£23,422,5063 / 0
2022£622,056£1,846,088£1,657,132£25,624,910£25,624,9103 / 0
2021£1,563,999£1,090,453£1,014,905£25,061,693£25,061,6933 / 0
2020£1,669,138£1,190,153£1,161,905£19,748,034£19,748,0342 / 0

Staff column shows: Employees / Volunteers

Details

Address
199 Nine Ashes Road
Nine Ashes
Ingatestone
CM4 0JY
Registration Date
10 June 2014
Status
Registered

Registry Information

Organisation Number
5045768
Charity Number
1157399

Trustees

NEIL ALAN UTLEY
MELVYN STANLEY JAMES SIMS
Rajasinghe BALASURIYA
Rachel Hannah Crowther-Utley