MISS BARBARA MARY WILMOT DISCRETIONARY TRUST

Registered charity 1022713 · accounts filings on the Charity Commission register

For the purpose of research into diseases of the human eye by such payments at such time or times and to such organisations and individuals as the Trustees in the light of current circumstances may consider will best achieve the objects.

Causes: Other Charitable Purposes · Get email alerts

Latest income
£98k
Latest spending
£157k
Registered
1993
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted cash reserves of £137,095, which the trustees consider appropriate for responding to support requests. The reserves policy states it is not necessary to maintain any reserves as net income is paid to beneficiaries. The charity reported a net deficit for the year of £40,821, primarily due to investment portfolio management fees exceeding investment income.

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

What the accounts disclose

Largest income source: Dividends (46% of income)
“Dividends received 41,609” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Payments to trustees: Apex Corporate Trustees (UK) Limited, a related party, received £45,460 for services. The directors of Apex are S Geddes and S P Martin, who are also listed as trustees.
“£45,460 (2024 - £41,184) was charged by Apex Corporate Trustees (UK) Limited for their services for the year ended 25 May 20285.” — page 9
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
25/05/2025£98k£157k
25/05/2024£105k£135k
25/05/2023£99k£173k
25/05/2022£104k£186k
25/05/2021£93k£172k

Common questions

Is MISS BARBARA MARY WILMOT DISCRETIONARY TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted cash reserves of £137,095, which the trustees consider appropriate for responding to support requests. The reserves policy states it is not necessary to maintain any reserves as net income is paid to beneficiaries. The charity reported a net deficit for the year of £40,821, primarily due to investment portfolio management fees exceeding investment income. Its FY2025 accounts were independently examined.