THE ELIZABETH AND RICHARD WILSON CHARITABLE FUND

Registered charity 1114129 · accounts filings on the Charity Commission register

to further religious and charitable work of Church of England and Methodist Churchto help young people to develop their capacitiesto award scholarships, exhibitions, bursaries or maintenance allowances to any educational establishment to persons under the age of 18 yearsto further Scout /Guide Associations or other charitable youth organisation

Objects

10% TO VICAR AND CHURCHWARDENS OF THE PARISH CHURCH OF WARTON FOR THE UPKEEP OF THE GRAVEYARD;10% TO THE SUPERINTENDENT MINISTER OF THE CIRCUIT IN THE METHODIST CONNECTION FOR THE WARTON METHODIST CHAPEL;10% TO WARTON PARISH COUNCIL FOR ANNUAL EDUCATIONAL GRANTS;70% OF THE INCOME OF THE FUND TO BE APPLIED FOR THE FOLLOWING OBJECTS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION CONSIDER FIT:(I) TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS.(II) TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE METHODIST CHURCH IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS.(III) TO ENABLE PARISH CHURCHES IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS TO BE KEPT IN GOOD ORDER AND REPAIR.(IV) TO ENABLE METHODIST CHAPELS IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS TO BE KEPT IN GOOD ORDER AND REPAIR.(V) TO HELP YOUNG PEOPLE RESIDENT IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS SO AS TO DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY.(VI) IN AWARDING SCHOLARSHIPS, EXHIBITIONS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE TO ANY SCHOOL OR OTHER EDUCATIONAL ESTABLISHMENT APPROVED BY THE TRUSTEES TO PERSONS UNDER THE AGE OF 18 YEARS WHO ARE RESIDENT IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS.(VII) TO FURTHER THE OBJECTS OF THE SCOUT ASSOCIATION OR ANY UNIT THEREOF, THE GUIDE ASSOCIATION OR ANY UNIT THEREOF OR ANY OTHER CHARITABLE YOUTH ORGANISATIONS IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS.

Area of benefit: LANCASTER AND MORECAMBE AND SURROUNDING RURAL AREAS INCLUDING WARTON NEAR CARNFORTH

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 · Education/training · Environment/conservation/heritage · Economic/community Development/employment · website · Get email alerts

Financial health, per its FY2026 accounts

The accounts state that the charity had total assets of £1,289,212 at the year end, with investment assets valued at £1,240,698. The trustees report that donations made during the year were £36,344, and the charity holds reserves to generate future income and distribute according to its objects.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 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.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Investing charity funds policy and procedures

Trustees · trustee networks

• Dr JOHN SHAKESPEARE
• MICHAEL ROWLINSON
• SALLY MARGARET RICHARDSON
• SUSAN ELIZABETH HODGSON · trustee of 3 other charities

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

Operates in: Lancashire

Income and spending

Common questions