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WILLIAM WALTON AND LA MORTELLA TRUST

Registered charity 1115263 · accounts filings on the Charity Commission register

Latest income
£270k
Latest spending
£159k
Registered
2006
Accounts read
FY2022

Financial health, per its FY2022 accounts

The accounts state that unrestricted reserves stood at £1,720,619, a figure the trustees consider to meet the charity's reserves policy. The charity reported a net income of £167,429 for the year, driven primarily by royalty income, with no donations received. The trustees confirmed adequate resources for going concern purposes and noted no material uncertainties.

What the accounts disclose

Related-party transaction: The three trustees are also trustees of The William Walton Trust (registered charity number: 289605). During the year, the charity gave donations totalling anil (2021: f20, 000) to The William Walton Trust.
“The three trustees are also trustees of The William Walton Trust (registered charity number: 289605). During the year, the charity gave donations totalling anil (2021: f20, 000) to The William Walton Trust.” — page 17
“During the year, amounts totalling anil (2021: f200, 000) were donated to Fondazione William Walton e La Mortella, a charity based in Italy associated with the Trust. One of the trustees is the president of the Italian charity, while another trustee is on the board of trustees of the Italian charity.” — page 17
Per its FY2022 accounts as filed with the Charity Commission.
Related-party transaction: During the year, amounts totalling anil (2021: f200, 000) were donated to Fondazione William Walton e La Mortella, a charity based in Italy associated with the Trust. One of the trustees is the president of the Italian charity, while another trustee is on the board of trustees of the Italian charity.
“The three trustees are also trustees of The William Walton Trust (registered charity number: 289605). During the year, the charity gave donations totalling anil (2021: f20, 000) to The William Walton Trust.” — page 17
“During the year, amounts totalling anil (2021: f200, 000) were donated to Fondazione William Walton e La Mortella, a charity based in Italy associated with the Trust. One of the trustees is the president of the Italian charity, while another trustee is on the board of trustees of the Italian charity.” — page 17
Per its FY2022 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Trustees

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

Operates in: Italy · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£270k£159k
31/12/2023£277k£167k
31/12/2022£203k£35k
31/12/2021£162k£259k
31/12/2020£232k£147k

Common questions

Is WILLIAM WALTON AND LA MORTELLA TRUST financially healthy?

The accounts state that unrestricted reserves stood at £1,720,619, a figure the trustees consider to meet the charity's reserves policy. The charity reported a net income of £167,429 for the year, driven primarily by royalty income, with no donations received. The trustees confirmed adequate resources for going concern purposes and noted no material uncertainties. Its FY2022 accounts were independently examined.

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
DR RADCLIFFE'S TRUST1£3k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF WALTON ON THE HILL.