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Dee Trust

Registered charity 1127999 · accounts filings on the Charity Commission register · also known as THE WELSH DEE TRUST · listed website unreachable when last crawled

Latest income
£800k
Latest spending
£836k
Registered
2009
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves fell to £274,251 from £310,377 in the prior year due to project implementation, though the trustees believe this remains an appropriate level for the foreseeable future. The charity reported a net expenditure of £36,126 against total income of £800,275, with the CEO confirming the Trust is in a strong position for 2025 with fully funded projects. The independent examiner confirmed that no material matters came to attention regarding the accuracy or compliance of the financial statements.

What the accounts disclose

Reserves policy: 12 months of outgoing expenditure not relating to specific designated projects (held: £274k)
“The Trustees intend to maintain reserves equivalent to 12 months of outgoing expenditure not relating to specific designated projects.”
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Public fundraising profile: JustGiving — Welsh Dee Trust (matched by registered charity number).

Structured financials (annual return, FY ending 31/12/2024)

Total income
£800k
Total spending
£836k
Cost of raising funds
£141
Reserves (reported)
£274k
Employees
5

Reported reserves equal ~3.9 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Trustees

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

Operates in: Cheshire East · Cheshire West & Chester · Conwy · Denbighshire · Gwynedd · Wirral · Wrexham

Income and spending

Financial year endIncomeSpending
31/12/2024£800k£836k
31/12/2023£601k£696k
31/12/2022£546k£447k
31/12/2021£471k£411k
31/12/2020£260k£331k

Common questions

Is Dee Trust financially healthy?

The accounts state that unrestricted reserves fell to £274,251 from £310,377 in the prior year due to project implementation, though the trustees believe this remains an appropriate level for the foreseeable future. The charity reported a net expenditure of £36,126 against total income of £800,275, with the CEO confirming the Trust is in a strong position for 2025 with fully funded projects. The independent examiner confirmed that no material matters came to attention regarding the accuracy or compliance of the financial statements. Its FY2024 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
THE HDH WILLS 1965 CHARITABLE TRUST2£40k
JOHN ELLERMAN FOUNDATION1£120k
THE LINDER FOUNDATION1£3k

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