EDWARD HOLT TRUST
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”
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?
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 | £35k |
| TWO RIDINGS COMMUNITY FOUNDATION | 1 | £10k |