THE HILARY AWDRY CHARITABLE TRUST
Latest income
£110k
Latest spending
£154k
Registered
2010
Accounts read
FY2023
Financial health, per its FY2023 accounts
The accounts state that total funds decreased from £4,381,119 to £4,019,236 due to a net expenditure of £361,883, largely driven by a £365,277 loss on investments. Unrestricted reserves stood at £39,847, which the trustees consider sufficient alongside the endowment fund to meet unexpected grant applications.
What the accounts disclose
Reserves position: below the charity's own stated reserves policy
“The total unrestricted funds carried forward as at 31 March 2023 were £39,847. The trustees aim to return to the level of grants made during the preceding financial year, feeling that the current reserves, together with the expendable endowment fund, are sufficient to meet any unexpected grant application.” — page 3
Per its FY2023 accounts as filed with the Charity Commission.
Trustees
- ALFRED JOHN FORTNAM
- Anna Wensley Stock
- RACHEL LOUISE BARTON
- SARA ELIZABETH HERON
- SIMON PATRICK FORTNAM
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £110k | £154k |
| 31/03/2024 | £95k | £90k |
| 31/03/2023 | £82k | £79k |
| 31/03/2022 | £69k | £159k |
| 31/03/2021 | £67k | £76k |
Common questions
Is THE HILARY AWDRY CHARITABLE TRUST financially healthy?
The accounts state that total funds decreased from £4,381,119 to £4,019,236 due to a net expenditure of £361,883, largely driven by a £365,277 loss on investments. Unrestricted reserves stood at £39,847, which the trustees consider sufficient alongside the endowment fund to meet unexpected grant applications. Its FY2023 accounts were independently examined.