THE WILLOW TREE TRUST
Making grants to individuals and organisations which are consistent with the objects of the Trust and general charitable purposes.
Objects
SUCH OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS ARE EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES. (PLEASE SEE CLAUSE 3 OF THE MEMORANDUM OF ASSOCIATION FOR FURTHER DETAILS)
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
Policies the charity declares
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 28/02/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 29/02/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 28/02/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 28/02/2022 (received 11/01/2023, 14 days after the 28/12/2022 due date).
Corporate structure
- Registered company of the charity Companies House 04625426
Company officers (Companies House)
- FLINTOFF, Paul Edmund on trustee list
- HORNER, David Jeremy on trustee list
- PHILIPS, David Raymond St Clair on trustee list
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 |
|---|---|---|
| SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST | 1 | £183k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY HURDSFIELD | 1 | £3k |
| RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES | 1 | £200 |
Charities like this
- WITHY TREES WELFARE & EDUCATION
- THE WELWYN HATFIELD FOYER CHARITABLE TRUST
- WOODCOCK CHARITABLE TRUST
- THE SWALLOW TRUST
- THE WILLAN CHARITABLE TRUST
- SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
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 |
| WITHY TREES WELFARE & EDUCATION | £794k | — | 0 | unclear | — | no doubt |
| THE WELWYN HATFIELD FOYER CHARITABLE TRUST | £63k | — | 0 | above | — | no doubt |
| WOODCOCK CHARITABLE TRUST | £315k | — | 0 | unclear | — | no doubt |
| THE SWALLOW TRUST | £436k | — | 0 | unclear | — | no doubt |
| THE WILLAN CHARITABLE TRUST | £35k | — | 0 | unclear | — | no doubt |