THE GILBERT EDGAR TRUST
Makes grants to other charities / voluntary bodies
Objects
DURING THE LIFE OF THE SETTLOR TO PAY OR APPLY THE INCOME TO OR FOR SUCH ONE OR MORE CHARITABLE INSTITUTION OR INSTITUTIONS OR CHARITABLEOBJECT OR OBJECTS OR CHARITABLE PURPOSE OR PURPOSES AS THE SETTLOR MAY DIRECT OR APPOINT OR IN DEFAULT AND AFTER THE DEATH OF THE SETTLOR AS THE TRUSTEES MAY FROM TIME TO TIME THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that the charity's total unrestricted funds were £139,049, while its reserves policy is to match expenditure to income and not hold large reserves. The charity reported a net movement in funds of a loss of £10,376 for the year, driven by investment losses, though it maintains adequate resources for going concern.
What the accounts disclose
“The trustees generally aim to match expenditure to income in a given year. Once administration fees have been paid the remaining monies are applied to make grants to beneficiaries. The trustees do not consider it necessary to hold large reserves of unrestricted funds.” — page 4
Policies the charity declares
- 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
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £49k | £49k |
| 05/04/2024 | £48k | £59k |
| 05/04/2023 | £55k | £78k |
| 05/04/2022 | £51k | £53k |
| 05/04/2021 | £43k | £49k |
Common questions
Is THE GILBERT EDGAR TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity's total unrestricted funds were £139,049, while its reserves policy is to match expenditure to income and not hold large reserves. The charity reported a net movement in funds of a loss of £10,376 for the year, driven by investment losses, though it maintains adequate resources for going concern. Its FY2025 accounts were independently examined.