THE DOREEN GREENLEES DISCRETIONARY WILL TRUST
Latest income
£255k
Latest spending
£150k
Registered
2018
Accounts read
FY2024
Financial health, per its FY2024 accounts
The accounts state that the charity holds £694,205 in assets, comprising investments and cash, which generate income to cover costs and make grants. The trustees' policy is to accumulate surplus income back into the trust to generate further funds, and they maintain a healthy capital balance. No material uncertainties or risks to continuing operations are disclosed.
What the accounts disclose
Reserves policy: accumulate any surplus back into the trust to help generate further funds in future (held: £694k)
“It is the policy of the trustees to make grants from surplus income and accumulate any surplus back into the trust to help generate further funds in future.”
Per its FY2024 accounts as filed with the Charity Commission.
Trustees
- ALEXANDRA JANE KENYON
- Michael Francis Prendergast
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £255k | £150k |
| 05/04/2024 | £120k | £190k |
| 05/04/2023 | £20k | £25k |
| 05/04/2022 | £21k | £24k |
| 05/04/2021 | £22k | £30k |
Common questions
Is THE DOREEN GREENLEES DISCRETIONARY WILL TRUST financially healthy?
The accounts state that the charity holds £694,205 in assets, comprising investments and cash, which generate income to cover costs and make grants. The trustees' policy is to accumulate surplus income back into the trust to generate further funds, and they maintain a healthy capital balance. No material uncertainties or risks to continuing operations are disclosed.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DINA PERELMAN TRUST LIMITED | 1 | £10k |
| UNSEEN (UK) | 1 | £6k |
| THE DEO GLORIA TRUST | 1 | £5k |