EDWARD HOLT TRUST
The Edward Holt Trust operates across Greater Manchester. Its principal activity is maintaining Holt House in Didsbury, which provides accommodation for older people with limited means. Recently the Trust has sought ways to have a more strategic impact on disadvantaged people in the area by assisting a number of homelessness projects with capital funds and other support costs.
Financial health, per its FY2025 accounts
The accounts state that the Trust reported a deficit of £196,014 for the year ended 31 March 2025, primarily due to an increase in grants awarded and lower investment gains compared to the previous year. Despite this deficit, the Trust maintains substantial unrestricted free reserves of £5,773,219, which significantly exceed its stated minimum reserves policy target of £419,028. The Trustees and auditors confirm that adequate resources exist to meet liabilities for the foreseeable future, indicating strong financial stability.
What the accounts disclose
“the Trustees have determined that the minimum level of reserves held should be £419,028”
Property (HM Land Registry)
Register events
- Received assets from another charity (03/12/2021)
Trustees
- Richard Peter Kershawchair
- Dr RUTH BROMLEY
- Jacqueline Wendy Bird
- Jane Kershaw
- MICHAEL EDWARD FRY
- MICHAEL JOHN PRIOR
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £255k | £623k |
| 31/03/2024 | £257k | £490k |
| 31/03/2023 | £240k | £574k |
| 31/03/2022 | £235k | £489k |
| 31/03/2021 | £0 | £0 |
Common questions
Is EDWARD HOLT TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Trust reported a deficit of £196,014 for the year ended 31 March 2025, primarily due to an increase in grants awarded and lower investment gains compared to the previous year. Despite this deficit, the Trust maintains substantial unrestricted free reserves of £5,773,219, which significantly exceed its stated minimum reserves policy target of £419,028. The Trustees and auditors confirm that adequate resources exist to meet liabilities for the foreseeable future, indicating strong financial stability. Its FY2025 accounts were audited by DJH Audit Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| FEEDING BRISTOL | 1 | £55k |
| TWO RIDINGS COMMUNITY FOUNDATION | 1 | £10k |
Charities like this
- THE CHRISTOPHER AND HENRY OLDFIELD TRUST
- ASHLEY EDUCATIONAL TRUST LIMITED
- EVERSHEDS SUTHERLAND (INTERNATIONAL) CHARITABLE TRUST
- The Freedom Community Trust Limited
- INVESTREAM CHARITABLE TRUST
- LAND AND POSSESSIONS OF THE POOR OF ELY OTHERWISE PARSONS' CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| EDWARD HOLT TRUST | £255k | — | 0 | unclear | — | no doubt |
| THE CHRISTOPHER AND HENRY OLDFIELD TRUST | £334k | — | 0 | unclear | — | no doubt |
| ASHLEY EDUCATIONAL TRUST LIMITED | £517k | — | 0 | unclear | — | noted |
| EVERSHEDS SUTHERLAND (INTERNATIONAL) CHARITABLE TRUST | £519k | — | 0 | above | — | no doubt |
| The Freedom Community Trust Limited | £1.0m | — | 0 | unclear | — | no doubt |
| INVESTREAM CHARITABLE TRUST | £153k | — | 0 | above | — | no doubt |