SIR DONALD AND LADY EDNA WILSON CHARITABLE TRUST

Registered charity 1063669 · accounts filings on the Charity Commission register

The objectives of the trust are to make charitable donations to charities and other deserving causes.It administers donations from private individuals and distributes to charities of worthwhile causes covering areas such as health, education, children and hospices etc.

Objects

THE PURPOSES OF SUCH CHARITIES AND CHARITABLE INSTITUTIONS, THE RELIEF OF THE ELDERLY, THE VULNERABLE (SUCH AS YOUNG CHILDREN OR ANYONE WITH SPECIAL NEEDS) OR HARDSHIP, THE ADVANCEMENT OF EDUCATION, THE ADVANCEMENT OF THE CHRISTIAN RELIGION, AND OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN SUCH SHARES BETWEEN THEM IF MORE THAN ONE OF THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT WITH POWER TO APPLY THE WHOLE OR ANY PART OF THE INCOME OR CAPITAL (SUBJECT TO A MAXIMUM OF NO MORE THAN FIVE % OF THE TRUST FUND WITHIN ANY ONE ANNUAL YEAR) OF THE TRUST FUND IN OR TOWARDS THE ESTABLISHMENT OF ANY CHARITABLE INSTITUTION, ORGANISATION OR CATEGORY

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Wrexham, Wales (from the postcode on the register)

Financial health, per its FY2026 accounts

The accounts state that the charity holds unrestricted reserves of £7,121,528, which represents a significant increase from the previous year's £7,009,797. The trustees consider that there are no major risks or uncertainties facing the charity, and the independent auditors confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Ellis & Co (Accountants & Business Advisers) Ltd. Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• 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 policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 05/04/2025)

Reported reserves equal ~214.2 months of spending — in the top quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (78% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 2.7% of total income — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• EDWARD GETHIN REES
• GARETH VAUGHAN KELLY
• Lucy Blanche Probert

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

Operates in: Cheshire East · Cheshire West & Chester · Conwy · Denbighshire · Flintshire · Gwynedd · Liverpool City · Shropshire · Wirral · Wrexham

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE DONALD AND PATRICIA MARSH CHARITABLE TRUST.

• THE DONALD AND PATRICIA MARSH CHARITABLE TRUST income £28k
• THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST income £344k
• THE STUART AND ELLEN LYONS CHARITABLE TRUST income £55k
• THE GEORGE DAVIES CHARITABLE TRUST income £919k
• DOLLOND CHARITABLE TRUST income £1.6m
• WILLIAMSON TRUST income £727k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.