MISS BARBARA MARY WILMOT DISCRETIONARY TRUST
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.
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.
What the accounts disclose
“Dividends received 41,609” — page 7
“£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
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.