JULIA MARY WOOD CHARITABLE TRUST
Charitable donations to The Young, The Elderly, Health Care and Animals in the areas of Buckinghamshire, Berkshire and Oxfordshire.
Objects
SUCH CHARITABLE OBJECT OR CHARITABLE OBJECTS AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME SELECT.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £629,563.10, comprising a capital account of £471,242.80 and an accumulated income account of £158,320.30. Per the trustees' report, the charity generated a surplus for the year of £17,639.36, supported by investment income of £32,784.82 and donations received of £300.00, against total expenditure of £15,445.46.
What the accounts disclose
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Trustees
- ANTHONY MALONE
- Tracey Karen Malone
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £33k | £15k |
| 05/04/2024 | £20k | £15k |
| 05/04/2023 | £17k | £15k |
| 05/04/2022 | £17k | £27k |
| 05/04/2021 | £17k | £15k |
Common questions
Is JULIA MARY WOOD CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £629,563.10, comprising a capital account of £471,242.80 and an accumulated income account of £158,320.30. Per the trustees' report, the charity generated a surplus for the year of £17,639.36, supported by investment income of £32,784.82 and donations received of £300.00, against total expenditure of £15,445.46.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ZOREYA TZEDOKOS | 1 | £738k |
| SHULEM B. ASSOCIATION LIMITED | 1 | £524k |
| BOROUGHLEA LIMITED | 1 | £120k |
| MAYHEIGHTS LIMITED | 1 | £80k |
| KH D'SATMAR LTD | 1 | £70k |
| LOCALTRENT LIMITED | 1 | £44k |
| BEIS MINCHAS YITZCHOK TRUST | 1 | £22k |
| SHAAREI RACHAMIM LIMITED | 1 | £18k |
Charities like this
- JOYCE WILKINSON CHARITABLE TRUST
- THE C J M CHARITABLE TRUST
- CHASDEI YOEL CHARITABLE TRUST
- THE JULIAN TAYLOR CHARITABLE TRUST
- THE JG CHARITABLE TRUST
- D L M CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| JULIA MARY WOOD CHARITABLE TRUST | £33k | — | 0 | unclear | — | no doubt |
| JOYCE WILKINSON CHARITABLE TRUST | £82k | — | 0 | unclear | — | no doubt |
| THE C J M CHARITABLE TRUST | £100k | — | 0 | unclear | — | no doubt |
| CHASDEI YOEL CHARITABLE TRUST | £301k | — | 0 | unclear | — | no doubt |
| THE JULIAN TAYLOR CHARITABLE TRUST | £174k | — | 0 | above | — | no doubt |
| THE JG CHARITABLE TRUST | £173k | — | 0 | unclear | — | no doubt |