THE ZACHARY MERTON AND GEORGE WOOFINDIN CONVALESCENT TRUST

Registered charity 221760 · accounts filings on the Charity Commission register · also known as THE ZACHARY MERTON CHARITY FOR CONVALESCENTS

The Trustees apply the income of the charity to organisations involved with persons who are sick, convalescent, disabled, handicapped or infirm. This is achieved by providing grants to purchase items, services or facilities calculated to alleviate the suffering or assist in the recovery of such persons.Preference is given to applications for persons in need of convalescence.

Objects

(1) SUBJECT TO THE PAYMENT OF THE EXPENCES AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY FOR THE PURPOSE OF RELIEVING IN CASES OF NEED PERSONS WHO ARE SICK, CONVALESCENT, DISABLED, HANDICAPPED OR INFIRMED BY PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES WHICH ARE CALCULATED TO ALLEVIATE THE SUFFERING OR ASSIST THE RECOVERY OF SUCH PERSONS IN SUCH CASES BUT ARE NOT READILY AVAILABLE TO THEM FROM OTHER SOURCES. PREFERENCE SHALL BE GIVEN TO PERSONS IN NEED WHO ARE CONVALESCENT. (2) THE TRUSTEES MAY MAKE ARRANGEMENTS FOR SUCH SERVICES OR FACILITIES TO BE PROVIDED FOR THAT PURPOSE BY ANY OTHER INSTITUTIONS OR ORGANISATIONS IN RETURN FOR DONATIONS OR SUBSCRIPTIONS OUT OF THE INCOME OF THE CHARITY. (3) IN APPLYING THE INCOME OF THE CHARITY THE TRUSTEES SHALL NOT COMMIT THEMSELVES TO REPEAT OR RENEW THE RELIEF GRANTED ON ANY OCCASION IN ANY CASE.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · Get email alerts

Latest income
£46k
Latest spending
£54k
Registered
1963
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity incurred a net outgoing of resources of £5,600.46 for the year, reducing its accumulated income account. The trustees confirm that assets are available to fulfil obligations, with cash balances maintained at a level approximately equivalent to average annual income.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Income from investments (97% of income)
“Income from investments 47,533.78” — page 11
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: approximately equivalent to its average annual income (held: £46k)
“The Trustees confirm that the assets are available to fulfil the obligations of the charity and that it is appropriate to keep cash balances at a level approximately equivalent to its average annual income.” — page 9
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

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

Operates in: Barnsley · Derbyshire · Doncaster · Lincolnshire · Rotherham · Sheffield City

Income and spending

Financial year endIncomeSpending
31/12/2025£46k£54k
31/12/2024£49k£54k
31/12/2023£48k£52k
31/12/2022£46k£58k
31/12/2021£41k£55k

Common questions

Is THE ZACHARY MERTON AND GEORGE WOOFINDIN CONVALESCENT TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity incurred a net outgoing of resources of £5,600.46 for the year, reducing its accumulated income account. The trustees confirm that assets are available to fulfil obligations, with cash balances maintained at a level approximately equivalent to average annual income. Its FY2024 accounts were independently examined.