THE HILARY AWDRY CHARITABLE TRUST
General charitable activities
Financial health, per its FY2025 accounts
The accounts state that total funds decreased from £4,307,466 to £4,132,556 due to a net expenditure of £174,910, driven by charitable grants of £109,250 and investment management costs of £28,225. The trustees report that unrestricted reserves of £56,742 are sufficient to meet unexpected grant applications alongside the expendable endowment fund. The filing confirms the charity is prepared on a going concern basis with no material uncertainties identified.
What the accounts disclose
“The trust does not fundraise and its income is comprised wholly of income arising on the trust's investment portfolio” — page 3
“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.”
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?
Per its FY2025 accounts: The accounts state that total funds decreased from £4,307,466 to £4,132,556 due to a net expenditure of £174,910, driven by charitable grants of £109,250 and investment management costs of £28,225. The trustees report that unrestricted reserves of £56,742 are sufficient to meet unexpected grant applications alongside the expendable endowment fund. The filing confirms the charity is prepared on a going concern basis with no material uncertainties identified. Its FY2025 accounts were independently examined.
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE HILARY AWDRY CHARITABLE TRUST | £110k | — | 0 | unclear | — | no doubt |
| THE ADINT CHARITABLE TRUST | £212k | — | 0 | unclear | — | no doubt |
| THE ADA HILLARD CHARITABLE TRUST | £329k | — | 0 | unclear | — | no doubt |
| THE J J CHARITABLE TRUST | £842k | £60,001 - £70,000 | 1 | unclear | — | no doubt |
| THE WOODWARD CHARITABLE TRUST | £245k | — | 0 | unclear | — | no doubt |
| THE MARK LEONARD TRUST | £1.3m | — | 0 | unclear | — | no doubt |