THE MICHAEL AND ANNA WIX CHARITABLE TRUST
Makes grants to organisations throughout England and Wales for general charitable purposes, at the discretion of the trustees
Objects
GENERAL CHARITABLE PURPOSES
Financial health, per its FY2026 accounts
The accounts state that the charity holds unrestricted reserves of £2,324,157, comprising a capital fund of £2,211,652 and an income fund of £18,827. The trustees maintain sufficient reserves in the Income Fund to meet expected direct charitable expenditure, while the Capital Fund is invested to produce income. The charity reported a net income for the period of £267,807 after investment gains.
What the accounts disclose
“In the year the Charity received investment income and interest of £77,518 and donations of £27,769” — page 4
“The Trustees maintain sufficient reserves in the Income Fund to meet expected direct charitable expenditure.” — page 4
“Mr O B Byrne was a partner of Broadfield Law UK LLP to whom fees of £6,140 (2025: £14,744) were paid for legal services.” — page 11
“Mr O B Byrne was a partner of Broadfield Law UK LLP to whom fees of £6,140 (2025: £14,744) were paid for legal services. The Trust and Mr O B Byrne have now transferred to Wedlake Ball LLP to whom future legal fees will be payable.” — page 11
Policies the charity declares
- 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
- Trustee conflicts of interest policy and procedures
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £105k | £106k |
| 05/04/2025 | £93k | £143k |
| 05/04/2024 | £117k | £140k |
| 05/04/2023 | £125k | £112k |
| 05/04/2022 | £81k | £112k |
Common questions
Is THE MICHAEL AND ANNA WIX CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The accounts state that the charity holds unrestricted reserves of £2,324,157, comprising a capital fund of £2,211,652 and an income fund of £18,827. The trustees maintain sufficient reserves in the Income Fund to meet expected direct charitable expenditure, while the Capital Fund is invested to produce income. The charity reported a net income for the period of £267,807 after investment gains. Its FY2026 accounts were independently examined.