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The Utley Family Charitable Trust

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.

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.

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
£515,676
Latest Expenditure
£1,456,241

Financial Efficiency

Program Ratio 253.0%
% of income going directly to charitable activities

Higher than 99% of UK Beneficiary group charities with income £100K to £1M (sample: 3459). How is this calculated?

Overall Efficiency 89.6%
% of expenditure going to programs (vs overhead)

Higher than 24% of UK Beneficiary group charities with income £100K to £1M. How is this calculated?

Administrative Ratio 44.4%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 4% of UK Beneficiary group charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £312
Charitable Activities £0
Other Trading £0
Investments £515,246
Other Income £0

Expenditure Categories

Charitable Expenditure £1,304,602
Raising Funds £151,639
Governance £495,614
Grants to Institutions £808,988
Other Expenditure £0

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
£515,676
£1,456,241£1,304,602£24,088,487£24,088,4873 / 1
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

Staff column shows: Employees / Volunteers

Frequently asked questions about The Utley Family Charitable Trust

What does The Utley Family Charitable Trust do?

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.

How much income did The Utley Family Charitable Trust report in 2025?

The Utley Family Charitable Trust reported total income of £516k and reported expenditure of £1.46m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is The Utley Family Charitable Trust?

The Utley Family Charitable Trust has a program ratio of 253.0%, meaning that share of its income goes directly to charitable activities. This is higher than 99% of UK Beneficiary group charities with income £100K to £1M (sample of 3459 charities). See our methodology for how this is calculated.

When was The Utley Family Charitable Trust registered as a charity?

The Utley Family Charitable Trust was registered with the Charity Commission for England and Wales on 10 June 2014 as charity number 1157399. It has been registered for 12 years.

Who runs The Utley Family Charitable Trust?

The Utley Family Charitable Trust is governed by a board of 4 trustees. The chair of trustees is NEIL ALAN UTLEY. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Utley Family Charitable Trust operate?

The Utley Family Charitable Trust operates across 5 areas, including India, Nigeria, Sri Lanka and 2 others. The full list is shown on its profile.

Is The Utley Family Charitable Trust a registered charity?

Yes — The Utley Family Charitable Trust is a registered charity in England and Wales, charity number 1157399.

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

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Trustees

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

Data & trust

Register data refreshed
14 May 2026
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