THE BARBARA WELBY TRUST

Registered charity 252973 · accounts filings on the Charity Commission register

For such charitable purposes as the trustees shall from time to time determine.

Objects

FOR SUCH CHARITABLE FOUNDATIONS AS ARE MENTIONED IN THE SCHEDULE TO THE DEED AND REMAIN CHARITABLE FOUNDATIONS OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES DETERMINE

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: General Charitable Purposes · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £1,333,683, a decrease from the previous year's £1,409,748, driven by a net loss on investments of £70,338. The trustees confirm the charity is financially independent and has adequate resources to continue as a going concern for at least twelve months. No formal reserves policy target is stated, with trustees noting they are satisfied with the current level of reserves held.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 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.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment

Trustees · trustee networks

• CHARLES WILLIAM HODDER WELBY DLchair
• Mary Fiona Elliott · trustee of 1 other charity
• Suzanna Fiona Welby
• Venetia Victoria Welby

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

Operates in: Throughout England And Wales

Income and spending

Common questions