The Utley Family Charitable Trust

Analysis

The Utley Family Charitable Trust is a registered charity in England and Wales, based in Ingatestone. It was registered in June 2014, 12 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable trust. It says it makes grants to organisations.

In the financial year ending March 2025, The Utley Family Charitable Trust reported income of £516k and spending of £1.5m, spending 282% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income fell from £1.6m to £516k (-67%), an average of -24% a year. The sharpest change came in the year to March 2022, when income dropped by 60%. Over the whole period it spent 209% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, The Utley Family Charitable Trust sits at the 92nd percentile: it is larger than about 92% of them. Against every charity in England and Wales with reported income it ranks in the 90th percentile. Charities of a similar size with the same main cause include The Sinclair Charity (£514k), The Linder Foundation (£518k) and The Hutchinson Charitable Trust (£509k).

In its latest detailed accounts, income came from investments 100%. Charitable activities took 67% of spending and raising funds 7.8%. Grants to other organisations totalled £809k. Reserves of £24.1m would cover about 148 months of spending at that rate. It employed 3 people.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.