Charity Accounts Intelreading the accounts so you don’t have to

THE BROCK WEBB TRUST

Registered charity 1138388 · accounts filings on the Charity Commission register

The Trust will provide donations, grants and loans to organisations and individuals in accordance with its objectives. The trustees administer the funds directly.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Religious Activities · Get email alerts

Latest income
£48k
Latest spending
£76k
Registered
2010
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased to £924,279 from £1,117,860 in the prior year, resulting in a net decrease in funds of £193,581. The Trust relies entirely on investment income, which fell to £48,015, and holds no restricted funds. The trustees consider the variability of investment returns to be the major financial risk, which is mitigated by expert management and diversification.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investments (100% of income)
“Investment income makes up 100% (2024: 100%) of total income” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: sufficient to enable the Trust to continue to achieve its objectives and its grant policy (held: £924k)
“The trustees have established a policy whereby the unrestricted funds not committed are sufficient to enable the Trust to continue to achieve its objectives and its grant policy.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Joan Webb, who is a trustee, made a loan to the charity. The balance at 5 April 2025 is £776,055 (2024: £776,055). This is an interest free loan so no interest is due. Joan Webb has stated she does not wish to call in the repayment of her loan and wishes it to be written off on her demise.
“Joan Webb, who is a trustee, made a loan to the charity. The balance at 5 April 2025 is £776,055 (2024: £776,055). This is an interest free loan so no interest is due. Joan Webb has stated she does not wish to call in the repayment of her loan and wishes it to be written off on her demise.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£48k£76k
05/04/2024£54k£79k
05/04/2023£47k£77k
05/04/2022£43k£83k
05/04/2021£86k£77k

Common questions

Is THE BROCK WEBB TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased to £924,279 from £1,117,860 in the prior year, resulting in a net decrease in funds of £193,581. The Trust relies entirely on investment income, which fell to £48,015, and holds no restricted funds. The trustees consider the variability of investment returns to be the major financial risk, which is mitigated by expert management and diversification. Its FY2025 accounts were independently examined.