PHILIP BREEZE WILL TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net surplus of £1,805,948 for the year ended 5 April 2025, driven largely by gains on investments and property disposals. Per the trustees' report, the charity holds unrestricted funds of £4,458,375 and is actively winding up its subsidiary, Radix Properties Limited, while distributing income to charitable beneficiaries.
What the accounts disclose
“The Trustee regards the original capital plus re-invested gains and surpluses as expendable endowment to be retained during the lifetime of the annuitant.” — page 5
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- Breeze Trustees Limited
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £2.2m | £434k |
| 05/04/2024 | £493k | £248k |
| 05/04/2023 | £302k | £399k |
| 05/04/2022 | £480k | £408k |
| 05/04/2021 | £321k | £383k |
Common questions
Is PHILIP BREEZE WILL TRUST financially healthy?
The accounts state that the charity reported a net surplus of £1,805,948 for the year ended 5 April 2025, driven largely by gains on investments and property disposals. Per the trustees' report, the charity holds unrestricted funds of £4,458,375 and is actively winding up its subsidiary, Radix Properties Limited, while distributing income to charitable beneficiaries. Its FY2025 accounts were audited by Perrys Audit Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PHILLIPS AND RUBENS CHARITABLE TRUST | 1 | £300k |