SIR JOHN PERROT TRUST
The improvement of the town and architectural facilities of Haverfordwest. Provision of low cost housing to individuals in Haverfordwest.
Objects
THE IMPROVEMENT OF THE TOWN OF HAVERFORDWEST.
Financial health, per its FY2025 accounts
The accounts state that total unrestricted funds decreased from £2,326,788 to £2,193,300 due to a net expenditure of £100,906 against incoming resources of £135,967. The charity holds significant tangible fixed assets valued at £1,897,086 and maintains positive net current assets of £1,865,578. The independent examiner confirmed that accounting records were kept and accounts accorded with those records, with no matters causing concern.
What the accounts disclose
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
Trustees
- PETER ALLAN STOCKchair
- Councillor Adam Benson-Davies
- Councillor Kishore Manikonda
- Councillor Lewis Peter JP
- Councillor Thomas-Turner Randell
- Gill Hill
- Mayor Councillor Roy Thomas JP
- Nicola Howells
- Pat Barker
- Rev Heather Cale
- Robert Simister
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £136k | £237k |
| 05/04/2024 | £153k | £60k |
| 05/04/2023 | £138k | £110k |
| 05/04/2022 | £139k | £39k |
| 05/04/2021 | £134k | £33k |
Common questions
Is SIR JOHN PERROT TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total unrestricted funds decreased from £2,326,788 to £2,193,300 due to a net expenditure of £100,906 against incoming resources of £135,967. The charity holds significant tangible fixed assets valued at £1,897,086 and maintains positive net current assets of £1,865,578. The independent examiner confirmed that accounting records were kept and accounts accorded with those records, with no matters causing concern. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £183k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| THE BALLINGER CHARITABLE TRUST | 1 | £20k |
| THE GEOFFREY WATLING CHARITY | 1 | £15k |
| THE ALBERT GUBAY CHARITABLE FOUNDATION | 1 | £12k |
| DUCHY OF LANCASTER BENEVOLENT FUND | 1 | £5k |
Charities like this
- YAD VEACHISOMOCH L'CHAIM
- THE HARBORNE PARISH LANDS CHARITY
- WORCESTER MUNICIPAL CHARITIES (CIO)
- SIR HENRY EDWARDS' CHARITIES
- HARTLEPOOL NDC TRUST
- CHELTENHAM TOWN COMMUNITY TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SIR JOHN PERROT TRUST | £136k | — | 0 | unclear | — | no doubt |
| YAD VEACHISOMOCH L'CHAIM | £834k | — | 0 | unclear | — | no doubt |
| THE HARBORNE PARISH LANDS CHARITY | £2.0m | more than £60,000 | 2 | above | — | no doubt |
| WORCESTER MUNICIPAL CHARITIES (CIO) | £1.4m | — | 0 | below | — | no doubt |
| SIR HENRY EDWARDS' CHARITIES | £112k | — | 0 | unclear | — | no doubt |
| HARTLEPOOL NDC TRUST | £109k | — | 0 | below | — | no doubt |