THE WARWICK TRUST
This charity gives grants to organisations only - never individuals. Donations made are relevant to the trustees and are therefore organisations known to them.
Objects
TO RELIEVE POVERTY, ADVANCE RELIGION, PROMOTE EDUCATION AND PROMOTE ALL SUCH OTHER PURPOSES FOR THE BENEFIT OF THE COMMUNITY AS MAY BE CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES.
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
“Incoming resources amounted to £152,911 (2024: £44,105) arising from investment income and donations.” — page 4
“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
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 05/04/2023 (received 19/06/2024, 135 days after the 05/02/2024 due date).
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?
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. Its FY2025 accounts were independently examined.
Charities like this
- THE WARWICK ARTS TRUST
- TRELIX CHARITABLE TRUST
- WILDBROOK CHARITABLE TRUST
- THE ARDWICK TRUST
- THE LEONARD CHADWICK CHARITABLE TRUST
- THE WELWYN HATFIELD FOYER CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE WARWICK TRUST | £153k | — | 0 | above | — | no doubt |
| THE WARWICK ARTS TRUST | £59k | — | 0 | above | — | no doubt |
| TRELIX CHARITABLE TRUST | £55k | — | 0 | unclear | — | no doubt |
| WILDBROOK CHARITABLE TRUST | £27k | — | 0 | unclear | — | no doubt |
| THE ARDWICK TRUST | £101k | — | 0 | unclear | — | no doubt |
| THE LEONARD CHADWICK CHARITABLE TRUST | £47k | — | 0 | unclear | — | no doubt |