JULIA MARY WOOD CHARITABLE TRUST

Registered charity 247497 · accounts filings on the Charity Commission register · also known as THE LADY JULIA 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.

Area of benefit: NATIONAL.

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

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Animals · Get email alerts

Registered contact address: Buckinghamshire, South East, England (from the postcode on the register)

Latest income
£33k
Latest spending
£15k
Registered
1966
Accounts read
FY2025

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.

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

What the accounts disclose

Discloses 2 of 6 completeness components.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

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

Operates in: Buckinghamshire · Oxfordshire · West Berkshire

Income and spending

Financial year endIncomeSpending
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

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with JOYCE WILKINSON CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
JULIA MARY WOOD CHARITABLE TRUST£33k—0unclear—no doubt
JOYCE WILKINSON CHARITABLE TRUST FY2025£82k—0unclear—no doubt
THE C J M CHARITABLE TRUST FY2025£100k—0unclear—no doubt
CHASDEI YOEL CHARITABLE TRUST FY2025£301k—0unclear—no doubt
THE JULIAN TAYLOR CHARITABLE TRUST FY2025£174k—0above—no doubt
THE JG CHARITABLE TRUST FY2025£173k—0unclear—no doubt

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