THE WEINSTOCK FUND

Registered charity 1150031 · accounts filings on the Charity Commission register

The Weinstock Trust aims to support a wide range of charitable causes in England, particularly in the South West , in the fields of welfare, children, education, medicine, music and the arts. Charities must be registered in the United Kingdom. The Trust tends not to support research projects, hospices, campaigning or projects based abroad.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£636k

Latest spending

£475k

Registered

2012

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £21,149,856, significantly exceeding the trustees' policy target of maintaining at least one year's normal charitable expenditure. The charity reported a net income increase driven by investment gains, with total funds carried forward rising to £21,149,856 from £19,718,415 in the prior year.

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

What the accounts disclose

Reserves policy: at least one year’s normal charitable expenditure (held: £21.1m)

“The trustees aim to maintain a reserve fund, including cash, at a level equating to at least one year’s normal charitable expenditure in order to meet any short-term variances in cash flow.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by BKL Audit LLP. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Total income

£636k

Total spending

£475k

Cost of raising funds

£2k

Reserves (reported)

£21.1m

Employees

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.3% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

Emma Charlotte Osborne · trustee of 1 other charity
SUSAN GINA LACROIX · trustee of 1 other charity
THE HON MRS LAURA HELEN WEINSTOCK

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

Operates in: Throughout England

Income and spending

Financial year end	Income	Spending
05/04/2025	£636k	£475k
05/04/2024	£610k	£295k
05/04/2023	£485k	£1.1m
05/04/2022	£893k	£873k
05/04/2021	£2.5m	£299k

Common questions

Is THE WEINSTOCK FUND financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £21,149,856, significantly exceeding the trustees' policy target of maintaining at least one year's normal charitable expenditure. The charity reported a net income increase driven by investment gains, with total funds carried forward rising to £21,149,856 from £19,718,415 in the prior year. Its FY2025 accounts were audited by BKL Audit LLP.

Who funds THE WEINSTOCK FUND?

Funders whose own accounts filings name THE WEINSTOCK FUND as a grant recipient include CEREBRAL PALSY PLUS.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
CEREBRAL PALSY PLUS	FY2023	£1k
CEREBRAL PALSY PLUS	FY2022	£1k

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.

Funder	Similar charities funded	Amount to them
THE JORDAN CHARITABLE FOUNDATION	1	£60k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE DYNA AND FALA WEINSTOCK CHARITABLE TRUST.

THE DYNA AND FALA WEINSTOCK CHARITABLE TRUST income £112k
THE STOCKWELL/CLIFFE CHARITABLE TRUST income £565k
COLWINSTON CHARITABLE TRUST income £1.3m
THE WILLIAMS CHARITABLE TRUST income £92k
Wavestone UK Trust income £152k
THE BOLTINI TRUST income £669k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE WEINSTOCK FUND	£636k	—	unclear	—	no doubt
THE DYNA AND FALA WEINSTOCK CHARITABLE TRUST FY2025	£112k	—	unclear	—	no doubt
THE STOCKWELL/CLIFFE CHARITABLE TRUST FY2024	£565k	—	unclear	—	no doubt
COLWINSTON CHARITABLE TRUST FY2025	£1.3m	—	unclear	—	no doubt
THE WILLIAMS CHARITABLE TRUST FY2026	£92k	—	unclear	—	no doubt
Wavestone UK Trust FY2025	£152k	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.