Charity Accounts Intelreading the accounts so you don’t have to

THE AMELIA CHADWICK TRUST

Registered charity 213795 · accounts filings on the Charity Commission register

The Trust was established to make charitable donations, not exclusively but with preference, to local Merseyside charities dealing with health, the arts, social welfare and the environment.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Economic/community Development/employment · Grant history (this charity is a funder) · Get email alerts

Latest income
£186k
Latest spending
£202k
Registered
1962
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £176,534, which the trustees consider adequate for continuing operations. The charity relies entirely on investment income to fund its grant-making programme, with total investment income of £185,825 covering grants of £177,000 and management fees. The net assets of the charity increased slightly to £5,306,741, driven by investment gains despite a net loss on unrestricted funds.

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

What the accounts disclose

Largest income source: Investments (100% of income)
“Income from investments totalled £185,825” — page 2
Per its FY2025 accounts as filed with the Charity Commission.
Payments to trustees: Corporate trustee LCVS receives fees for services (£1,250 admin/accountancy, £9,250 grant admin, £7,400 grant). Individual trustees receive no remuneration or expense reimbursements.
“No remuneration is paid to any trustee, with the exception of the corporate trustee, Liverpool Charity and Voluntary Services who receive a fee for services provided.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to Alport Ltd where trustee A Turner is also a trustee
“A Turner a trustee of Amelia Chadwick Trust is also a trustee of Alport Ltd who received an grant of £6,000” — page 17
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£186k£202k
05/04/2024£174k£197k
05/04/2023£197k£193k
05/04/2022£176k£171k
05/04/2021£146k£191k

Common questions

Is THE AMELIA CHADWICK TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £176,534, which the trustees consider adequate for continuing operations. The charity relies entirely on investment income to fund its grant-making programme, with total investment income of £185,825 covering grants of £177,000 and management fees. The net assets of the charity increased slightly to £5,306,741, driven by investment gains despite a net loss on unrestricted funds. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MISS E F RATHBONE CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE AMELIA CHADWICK TRUST£186k—0unclear—no doubt
MISS E F RATHBONE CHARITABLE TRUST FY2025£406k—0below—no doubt
THE FITZWILLIAM WENTWORTH AMENITY TRUST FY2025£2.1m—0below—no doubt
THE AIMWELL CHARITABLE TRUST FY2025£608k—0unclear—no doubt
THE WILLIAMS CHARITABLE TRUST FY2026£92k—0unclear—no doubt
MERSEY CARE NHS FOUNDATION TRUST CHARITY FY2025£123k—0unclear—no doubt

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