W F J Blackford Trust
Investment of the funds held by the trust and payment of capital and/or income for the benefit of the objects of the trust.
Objects
TO APPLY ALL OR PART OF THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER AS MY TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT FOR OR TOWARDS THE UPKEEP AND REPAIR OF THE PARISH CHURCH OF ST. JOHN THE BAPTIST WITHERIDGE TIVERTON DEVON AND FOR THE MAINTENANCE OF THE GRAVEYARD AND MONUMENTS OF THE SAID CHURCH
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £14,586 for the year ended 5 April 2025, driven by investment gains and income exceeding charitable expenditure. Total unrestricted funds stood at £1,701,560, with the trustees noting that the size of uncommitted funds and the easily realisable nature of investments provide adequate assurance of resilience. The charity holds £75,522 in cash reserves, which trustees expect to use for ongoing church works.
What the accounts disclose
“The Trustees have decided that for the year 2025/26 they have no need to set aside funds as a Reserve.” — page 12
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
Trustees
- ALEXANDER RAYMOND JOHN PENNY
- IAN DOUGLAS PENNY
- Mark Patrick Penny
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £46k | £56k |
| 05/04/2024 | £47k | £71k |
| 05/04/2023 | £45k | £44k |
| 05/04/2022 | £41k | £47k |
| 05/04/2021 | £36k | £28k |
Common questions
Is W F J Blackford Trust financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £14,586 for the year ended 5 April 2025, driven by investment gains and income exceeding charitable expenditure. Total unrestricted funds stood at £1,701,560, with the trustees noting that the size of uncommitted funds and the easily realisable nature of investments provide adequate assurance of resilience. The charity holds £75,522 in cash reserves, which trustees expect to use for ongoing church works. Its FY2025 accounts were independently examined.