THE WILLOW TREE TRUST
Making grants to individuals and organisations which are consistent with the objects of the Trust and general charitable purposes.
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves stood at £6,052,144, which is above the trustees' stated policy target of retaining £3,000,000 on a permanent basis. The charity reported a net income of £365,500 driven by investment gains and confirms it has sufficient resources to meet liabilities for at least one year.
What the accounts disclose
“The trustees' intention is that £3,000,000 of the reserve should be retained on a permanent basis.” — page 3
Trustees
- DAVID HORNER
- DAVID RAYMOND ST CLAIR PHILIPS
- PAUL EDMUND FLINTOFF
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 28/02/2025 | £184k | £234k |
| 29/02/2024 | £180k | £185k |
| 28/02/2023 | £199k | £152k |
| 28/02/2022 | £175k | £138k |
| 28/02/2021 | £148k | £114k |
Common questions
Is THE WILLOW TREE TRUST financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted reserves stood at £6,052,144, which is above the trustees' stated policy target of retaining £3,000,000 on a permanent basis. The charity reported a net income of £365,500 driven by investment gains and confirms it has sufficient resources to meet liabilities for at least one year. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SWIRE 2765 | 1 | £737k |
| BACON FOUNDATION LTD | 1 | £60k |
| THE ORP FOUNDATION | 1 | £10k |
| THE ROTHERMERE FOUNDATION | 1 | £10k |
Charities like this
- THE ELM TREE TRUST
- THE WOODLANDS TRUST
- THE ECOLOGY TRUST
- WOLFSON HILLEL PRIMARY SCHOOL CHARITABLE TRUST
- MOYNITRUST
- THE ARBORICULTURAL ASSOCIATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE WILLOW TREE TRUST | £184k | — | 0 | above | — | no doubt |
| THE ELM TREE TRUST | £214k | — | 0 | unclear | — | no doubt |
| THE WOODLANDS TRUST | £246k | — | 0 | unclear | — | no doubt |
| THE ECOLOGY TRUST | £2.0m | — | 0 | below | — | no doubt |
| WOLFSON HILLEL PRIMARY SCHOOL CHARITABLE TRUST | £460k | — | 0 | within | — | no doubt |
| MOYNITRUST | £164k | — | 0 | unclear | — | no doubt |