THE WARWICK TRUST
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £2,308,098, which the trustees consider to be in line with their policy to hold investments producing adequate income for future donations. The charity reported a net movement in funds of £55,206 for the year, driven by incoming resources of £152,911 against total expenditure of £51,752, despite a loss on investments of £45,953.
What the accounts disclose
“The trustees consider the level of reserves at 5 April 2025 of £2,308,098 to be in line with the charity's reserve policy to hold investments that will produce income adequate to enable the trust to continue making charitable donations in the future in accordance with its objects.” — page 4
“During the year ended 5 April 2025, S&W Partners Trust Corporation Limited received £7,620 in relation to professional services provided (2024: £10,185).” — page 12
“S&W Partners Trust Corporation Limited is related to S&W Partners LLP, who provided accountancy services throughout the year. During the year, Katrina McCrossan donated 41,017 units of Evelyn Partners Fund Solutions Limited to the charity at a value of £99,999.” — page 5
Trustees
- Edward Stanley Mccrossan
- KATRINA ORMSBY MC CROSSAN
- Smith and Williamson Trust Corportation Ltd
- archie douglas david mccrossan
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £153k | £52k |
| 05/04/2024 | £44k | £103k |
| 05/04/2023 | £83k | £122k |
| 05/04/2022 | £83k | £64k |
| 05/04/2021 | £35k | £98k |
Common questions
Is THE WARWICK TRUST financially healthy?
The accounts state that unrestricted reserves stood at £2,308,098, which the trustees consider to be in line with their policy to hold investments producing adequate income for future donations. The charity reported a net movement in funds of £55,206 for the year, driven by incoming resources of £152,911 against total expenditure of £51,752, despite a loss on investments of £45,953. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| UNSEEN (UK) | 1 | £5k |