THE DAISIE RICH TRUST

Registered charity 1203811 · accounts filings on the Charity Commission register

The Daisie Rich Trust makes grants to former employees, or their dependents, of Upward and Rich Limited, who are necessitous and deserving, at the discretion of the Trustees. Further grants and donations are made to charitable trusts, charitable entities or other organisations with charitable aims, in each case for the benefit of the Isle of Wight and its residents.

Objects

FOR THE PUBLIC BENEFIT: THE RELIEF OF POVERTY BY THE GRANTING OF ANNUITIES, PENSIONS OR ALLOWANCES TO SUCH OF THE PERSONS FOLLOWING AS ARE OR SHALL BE NECESSITOUS AND DESERVING NAMELY PERSONS WHO HAVE BEEN IN THE EMPLOYMENT OF UPWARD & RICH LIMITED AND THE WIFE WIDOW, HUSBAND WIDOWER, CHILDREN, PARENTS OR OTHER DEPENDENTS OF ANY PERSON WHO HAS BEEN HIMSELF OR HERSELF A MEMBER OF THE CLASS OF BENEFICIARIES; AND TO FURTHER SUCH CHARITABLE PURPOSES, WHICH ARE CHARITABLE UNDER THE LAW OF ENGLAND AND WALES, BY MAKING GRANTS AND DONATIONS TO SUCH OTHER CHARITABLE TRUSTS OR OTHER CHARITABLE ENTITIES OR OTHER ORGANISATIONS IN EACH CASE FOR THE BENEFIT OF THE ISLE OF WIGHT AND ITS RESIDENTS.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted funds of £3,982,507, which significantly exceeds the trustees' stated reserves policy target of £194,336 required to cover twelve months of operating expenditure and committed grants. The independent auditors confirmed that the financial statements give a true and fair view and identified no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Accounts audited by Lewis Brownlee (Chichester) Limited. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (3 freehold); recorded price paid £375k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Register events

• Received assets from another charity (13/12/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• CLAIRE ELIZABETH BRADLEY LOCKEchair
• ANN CHRISTINE MEDLEY
• Brian Stuart Warren
• Dawn Kirsten Haig-Thomas DL · trustee of 1 other charity
• James Robert Woodward Attrill DL · trustee of 2 other charities
• Mary Louise Case
• Naomi Jane Keyte

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

Operates in: Isle Of Wight

Income and spending

Common questions