MRS WATERHOUSE CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity's total funds decreased to £9,307,703 from £9,872,979 in the prior year, driven by a net loss on investments of £428,120 and charitable grants exceeding investment income. Free reserves stood at £607,749, which the trustees consider sufficient against their policy target of maintaining approximately one quarter of annual incoming funds. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“It is the policy of the trustees to maintain free reserves of approximately one quarter of the annual incoming funds to provide for possible urgent appeals for grants.” — page 7
“There were no related party transactions during the year.” — page 22
Trustees
- ALISTAIR MARK HOUGHTON DUNN
- HELEN MARIE ELIZABETH DUNN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £366k | £503k |
| 05/04/2024 | £361k | £932k |
| 05/04/2023 | £364k | £592k |
| 05/04/2022 | £345k | £353k |
| 05/04/2021 | £326k | £324k |
Common questions
Is MRS WATERHOUSE CHARITABLE TRUST financially healthy?
The accounts state that the charity's total funds decreased to £9,307,703 from £9,872,979 in the prior year, driven by a net loss on investments of £428,120 and charitable grants exceeding investment income. Free reserves stood at £607,749, which the trustees consider sufficient against their policy target of maintaining approximately one quarter of annual incoming funds. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Haffner Hoff Auditors Ltd.