THE GRETNA CHARITABLE TRUST
Supports UK registered charities
Objects
FOR SUCH PURPOSES AND OBJECTS WHICH ARE FROM TIME TO TIME RECOGNISED AS EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY THINK FIT.
Financial health, per its FY2026 accounts
The accounts state that the trust operates on a receipts and payments basis with unrestricted cash funds increasing to £115,253. The investment portfolio value rose to £3,012,186, and the trustees aim to fully expend income rather than accumulate reserves. The independent examiner confirmed that no material matters came to attention regarding the accounts or accounting records.
What the accounts disclose
“The aim of the trustees is to fully expend the income for the year and not accumulate income reserves.” — page 2
Year-over-year changes
- Reserves position vs the charity's own policy moved from "within" (FY2025) to "above" (FY2026).
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
- Trustee conflicts of interest policy and procedures
Trustees
- ALEXANDER HAROLD EDWARD PETER WALDUCK
- Alison Duncan
- Amber Sophie Fleur Walduck
- Sienna Rose Anna Walduck
- William Richard Philip Walduck
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £78k | £98k |
| 05/04/2025 | £80k | £95k |
| 05/04/2024 | £80k | £79k |
| 05/04/2023 | £80k | £95k |
| 05/04/2022 | £82k | £86k |
Common questions
Is THE GRETNA CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The accounts state that the trust operates on a receipts and payments basis with unrestricted cash funds increasing to £115,253. The investment portfolio value rose to £3,012,186, and the trustees aim to fully expend income rather than accumulate reserves. The independent examiner confirmed that no material matters came to attention regarding the accounts or accounting records. Its FY2026 accounts were independently examined.