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PERSONAL WHOLENESS TRUST

Registered charity 1000837 · accounts filings on the Charity Commission register · also known as COUNSEL FOR LIFE

Professional Counselling ServiceRetreats & Pilgrimages

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · website · Get email alerts

Latest income
£29k
Latest spending
£35k
Registered
1990
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a £6,894 deficit for the year ended 31 March 2025, resulting in a net negative movement of £8,222 on unrestricted funds. General unrestricted reserves fell to £2,125, which is below the trustees' policy target of three months of annual unrestricted payments. However, the trustees anticipate that reserves will recover to meet the policy target by the end of the 2025/26 financial year.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £2k; policy: 3 months (25%) of annual unrestricted payments excluding those for pilgrimages or retreats)
“At 31 March 2025 general funds were £2,125 (2024: £10,347), which is below the funds required to meet the reserves policy.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: David Blackledge is the principal of the sole trader business Ontolog. One member of staff works for both the Personal Wholeness Trust and Ontolog. The payroll is run by the Personal Wholeness Trust. The proportionate amounts are recharged, to Ontolog, and deducted from the payroll costs. In the financial year £18,554 was recharged to Ontolog (2024: £16,451) of which £0 was outstanding at 31 March 2025 (2024: £195).
“David Blackledge is the principal of the sole trader business Ontolog. One member of staff works for both the Personal Wholeness Trust and Ontolog. The payroll is run by the Personal Wholeness Trust. The proportionate amounts are recharged, to Ontolog, and deducted from the payroll costs. In the financial year £18,554 was recharged to Ontolog (2024: £16,451) of which £0 was outstanding at 31 March 2025 (2024: £195).” — page 13
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Public fundraising profile: JustGiving — Counsel for Life (matched by registered charity number).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Essex · Norfolk · Redbridge · Waltham Forest

Income and spending

Financial year endIncomeSpending
31/03/2025£29k£35k
31/03/2024£45k£61k
31/03/2023£34k£45k
31/03/2022£32k£41k
31/03/2021£49k£43k

Common questions

Is PERSONAL WHOLENESS TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a £6,894 deficit for the year ended 31 March 2025, resulting in a net negative movement of £8,222 on unrestricted funds. General unrestricted reserves fell to £2,125, which is below the trustees' policy target of three months of annual unrestricted payments. However, the trustees anticipate that reserves will recover to meet the policy target by the end of the 2025/26 financial year. Its FY2025 accounts were independently examined.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
UK government28/08/2020£9kCoronavirus Community Support Fund