THE A F WALLACE CHARITY TRUST

Registered charity 207110 · accounts filings on the Charity Commission register

The activities of the charity are mainly the provision of housing, welfare and pensionfacilities for senior citizens who have been associated with the Wallace family and toassist wherever possible with general good causes.

Objects

FOR GENERAL CHARITABLE PURPOSES.

Area of benefit: NOT DEFINED

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 Advancement Of Health Or Saving Of Lives · Accommodation/housing · Environment/conservation/heritage · Economic/community Development/employment · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves are in deficit at £25,896, with no policy on retaining a fixed level of reserves. The charity relies entirely on investment income to fund its activities and has little leeway beyond supporting those most dependent upon its resources. Total net assets stand at £1,188,419, primarily held in expendable endowment funds.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 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
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• GEORGE FALCONER WALLACEchair
• ROBERT CHARLES WALLACE

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

Operates in: Scotland

Income and spending

Common questions