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the utley family charitable trust

The charity supports other charities or voluntary bodies and the general public. The Utley Family Charitable Trust is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to organisations. The charity is based in Ingatestone and operates in England And Wales, India, and various other locations.


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

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