Charity Accounts Intelreading the accounts so you don’t have to

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.

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

Latest income
£513k
Latest spending
£393k
Registered
1997
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £7,009,797, representing a net increase from the previous year despite a loss on investment revaluations. The trustees consider there are no major risks or uncertainties facing the charity, and the independent auditors confirmed the appropriateness of the going concern basis of accounting. The charity holds significant fixed assets, including investment property and listed investments, which support its unrestricted funds.

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

What the accounts disclose

Related-party transaction: Legal fees paid to trustee-connected business
“The charity paid legal fees including VAT of £7,003.83 for this service. Gareth Kelly who is a trustee of the charity has a significant interest in this Limited company.”
Per its FY2025 accounts as filed with the Charity Commission.

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

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

Total income
£513k
Total spending
£393k
Cost of raising funds
£14k
Reserves (reported)
£7.0m
Employees
0

Reported reserves equal ~214.2 months of spending — in the top quarter for charities its size (median 5.2 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 (4.9%) (benchmarks).

Trustees · trustee networks

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

Financial year endIncomeSpending
05/04/2025£513k£393k
05/04/2024£334k£349k
05/04/2023£358k£450k
05/04/2022£465k£416k
05/04/2021£247k£263k

Common questions

Is SIR DONALD AND LADY EDNA WILSON CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £7,009,797, representing a net increase from the previous year despite a loss on investment revaluations. The trustees consider there are no major risks or uncertainties facing the charity, and the independent auditors confirmed the appropriateness of the going concern basis of accounting. The charity holds significant fixed assets, including investment property and listed investments, which support its unrestricted funds. Its FY2025 accounts were audited by Ellis & Co (Accountants & Business Advisers) Ltd.

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.

FunderSimilar charities fundedAmount to them
THE REED FOUNDATION1£84k
THE HOUSING ASSOCIATIONS' CHARITABLE TRUST1£20k
THE IMAM HUSSEIN FOUNDATION1£1k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WILSON'S PFA.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
SIR DONALD AND LADY EDNA WILSON CHARITABLE TRUST£513k—0unclear—no doubt
WILSON'S PFA FY2025£121k—0unclear—no doubt
THE DAVID SNOWDON TRUST FY2025£285k—0unclear—no doubt
DAVID & RUTH LEWIS FAMILY CHARITABLE TRUST FY2025£4.6m—0above—no doubt
BRIAN WILSON CHARITABLE TRUST FY2025£126k—0above—no doubt
THE SEARLE CHARITABLE TRUST FY2025£167k—0unclear—no doubt

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