THE WIXAMTREE TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net decrease in funds of £2,204,522 for the year ended 5 April 2025, primarily due to investment losses of £1,556,313. Total unrestricted reserves stood at £30,618,784, with free reserves in surplus at £436,173. The trustees confirmed the charity has adequate resources to continue as a going concern.
What the accounts disclose
“The Trustees’ policy is to aim to spend down towards their objective of a minimum of £100,000 available in free reserves, subject to review from time to time.”
“Grants amounting to £25,000 were paid to SchoolReaders CIO. The partner of a trustee and sister-in-law of another trustee of The Wixamtree Trust is a trustee of SchoolReaders CIO.” — page 24
“A Grant of £50,000 was paid to Fauna and Flora International. A trustee of The Wixamtree Trust is a Vice Patron of this charity.” — page 24
“Grants amounting to £25,000 were paid to SchoolReaders CIO. The partner of a trustee and sister-in-law of another trustee of The Wixamtree Trust is a trustee of SchoolReaders CIO.” — page 24
“A Grant of £50,000 was paid to Fauna and Flora International. A trustee of The Wixamtree Trust is a Vice Patron of this charity.” — page 24
“Grants amounting to £25,000 were paid to SchoolReaders CIO. The partner of a trustee and sister-in-law of another trustee of The Wixamtree Trust is a trustee of SchoolReaders CIO.” — page 24
“A Grant of £50,000 was paid to Fauna and Flora International. A trustee of The Wixamtree Trust is a Vice Patron of this charity.” — page 24
“Grants amounting to £25,000 were paid to SchoolReaders CIO. The partner of a trustee and sister-in-law of another trustee of The Wixamtree Trust is a trustee of SchoolReaders CIO.” — page 24
“A Grant of £50,000 was paid to Fauna and Flora International. A trustee of The Wixamtree Trust is a Vice Patron of this charity.” — page 24
“Grants amounting to £25,000 were paid to SchoolReaders CIO. The partner of a trustee and sister-in-law of another trustee of The Wixamtree Trust is a trustee of SchoolReaders CIO.” — page 24
“A Grant of £50,000 was paid to Fauna and Flora International. A trustee of The Wixamtree Trust is a Vice Patron of this charity.” — page 24
Structured financials (annual return, FY ending 05/04/2025)
Register events
- Received assets from another charity (24/02/2015)
Trustees
- CHARLES EDWARD SAMUEL WHITBREADchair
- Arthur Julian George Polhill
- HARRY FRANCIS WHITBREAD
- Rupert Heseltine
- Victoria Rotheroe
- Vinod Tailor
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £725k | £1.4m |
| 05/04/2024 | £663k | £1.0m |
| 05/04/2023 | £543k | £1.2m |
| 05/04/2022 | £508k | £936k |
| 05/04/2021 | £694k | £1.2m |
Common questions
Is THE WIXAMTREE TRUST financially healthy?
The accounts state that the charity reported a net decrease in funds of £2,204,522 for the year ended 5 April 2025, primarily due to investment losses of £1,556,313. Total unrestricted reserves stood at £30,618,784, with free reserves in surplus at £436,173. The trustees confirmed the charity has adequate resources to continue as a going concern. Its FY2025 accounts were audited by Dunkley's.
Who funds THE WIXAMTREE TRUST?
Funders whose own accounts filings name THE WIXAMTREE TRUST as a grant recipient include UNSEEN (UK).
Known funders
| Funder | Year | Amount |
|---|---|---|
| UNSEEN (UK) | FY2025 | £22k |