Charity Accounts Intelreading the accounts so you don’t have to

THE OLD BANK WELLBEING TRUST

Registered charity 1201806 · accounts filings on the Charity Commission register

a) The provision of accessible psychotherapeutic services and;b) Support for training and development in counselling and related skills.

Causes: The Advancement Of Health Or Saving Of Lives · website · Get email alerts

Latest income
£320k
Latest spending
£315k
Registered
2023
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net surplus of £5,380 for the year ended 30 June 2025, with total income of £320,096 and total expenditure of £314,716. The trustees report that unrestricted funds stood at £85,259, which is below the stated reserves policy target of approximately £80,000 for three months' expenditure, although the total net assets were £99,453. The charity remains committed to achieving financial sustainability and notes that demand for services has exceeded capacity at times.

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

What the accounts disclose

Reserves policy: three months’ worth of expenditure, (approximately £80,000) (held: £85k)
“The Old Bank currently maintains a reserves aim of three months’ worth of expenditure, (approximately £80,000).” — page 7
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
30/06/2025£320k£315k
30/06/2024£351k£296k
30/06/2023£275k£253k

Common questions

Is THE OLD BANK WELLBEING TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £5,380 for the year ended 30 June 2025, with total income of £320,096 and total expenditure of £314,716. The trustees report that unrestricted funds stood at £85,259, which is below the stated reserves policy target of approximately £80,000 for three months' expenditure, although the total net assets were £99,453. The charity remains committed to achieving financial sustainability and notes that demand for services has exceeded capacity at times. Its FY2025 accounts were independently examined.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund08/09/2023£10kEmotional Support for People in Financial Hardship