VISCOUNT AMORY'S CHARITABLE TRUST

Registered charity 204958 · accounts filings on the Charity Commission register · also known as VISCOUNT AMORY BICTON COLLAGE AWARD FUND, VISCOUNT AMORY NO 2 CHARITABLE TRUST

The trustees follow a general policy of distributing the trust's income whilst maintaining the substance of the trust's investments to enlarge its grant-giving potential.

Objects

FOR SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AS THE TRUSTEES SHALL THINK FIT.

Area of benefit: UNITED KINGDOM AND ELSEWHERE BUT MAINLY THE COUNTY OF DEVON

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 · Education/training · The Prevention Or Relief Of Poverty · Religious Activities · Economic/community Development/employment · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Mid Devon, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased from £12,454,058 to £12,159,805 due to a net expenditure of £294,253, driven by investment losses. The trustees confirm that reserves are sufficient to meet commitments and sustain grant-giving for the next twelve months.

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

What the accounts disclose

Accounts audited by Westcotts (SW) LLP. 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.

• Complaints policy and procedures
• 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
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 05/04/2023)

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 16.6% of total income — in the top quarter for charities its size (median 3.2%) (benchmarks).

Trustees · trustee networks

• SIR IAN HEATHCOAT AMORYchair · trustee of 4 other charities
• MRS C E CAVENDER

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

Operates in: Cornwall · Devon

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with NORMANBY CHARITABLE TRUST.

• NORMANBY CHARITABLE TRUST income £311k
• SIR JOHN AND LADY HEATHCOAT AMORY'S CHARITABLE TRUST income £72k
• THE GUNTER CHARITABLE TRUST income £112k
• G L TILLOTSON CHARITABLE TRUST income £26k
• THE MOETTE CHARITABLE TRUST income £60k
• L E ANDREWS CHARITABLE TRUST income £39k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.