HORACE CHARLES BURLEY WILL TRUST
Charitable actives for the Bell Ringers and Volunteers of St Peter's Church, Waverton.
Financial health, per its FY2025 accounts
The accounts state that the trust holds unrestricted endowment funds of £1,391,274, which exceeds its stated reserves policy target of three to six months' expenditure. The trustees confirm that the trust has adequate resources to continue in operational existence for the foreseeable future, indicating a stable financial position despite a net expenditure for the year.
What the accounts disclose
“It is the policy of the trust that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure.” — page 4
“During the year the trust paid MD Coxey & Co. Ltd £7,200 for accountancy fees. MD Coxey & Co. Ltd in turn have paid Martin Williams for his involvement in the accounts preparation and for his work as a trustee.” — page 12
“During the year the trust paid MD Coxey & Co. Ltd £7,200 for accountancy fees. MD Coxey & Co. Ltd in turn have paid Martin Williams for his involvement in the accounts preparation and for his work as a trustee.” — page 12
“During the year the trust has paid Cullimore Dutton Solicitors £6,155 for legal fees. Cullimore Dutton Solicitors in turn have paid Adele Bebbington-Plant for her work as a trustee.” — page 12
“During the year the trust paid MD Coxey & Co. Ltd £7,200 for accountancy fees. MD Coxey & Co. Ltd in turn have paid Martin Williams for his involvement in the accounts preparation and for his work as a trustee.” — page 12
“During the year the trust has paid Cullimore Dutton Solicitors £6,155 for legal fees. Cullimore Dutton Solicitors in turn have paid Adele Bebbington-Plant for her work as a trustee.” — page 12
Trustees
- Martin James Williamschair
- ADELE BEBBINGTON-PLANT
- JOHN FREDERICK CHARLES ARNOLD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £49k | £70k |
| 05/04/2024 | £47k | £53k |
Common questions
Is HORACE CHARLES BURLEY WILL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the trust holds unrestricted endowment funds of £1,391,274, which exceeds its stated reserves policy target of three to six months' expenditure. The trustees confirm that the trust has adequate resources to continue in operational existence for the foreseeable future, indicating a stable financial position despite a net expenditure for the year. Its FY2025 accounts were independently examined.