THE W G BELOE CHARITABLE TRUST

Registered charity 263345 · accounts filings on the Charity Commission register

charitable donations to registered charities

Objects

TO OR FOR SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR SUCH CHARITABLE PURPOSE OR PURPOSES AND IN SUCH PROPORTION AND MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY THINK FIT

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 funds decreased from £546,523 to £527,572 due to a net loss on investment assets of £33,848, which outweighed the net incoming resources of £14,897. The trustees consider the year-end fund position to be strong and the results satisfactory given current market conditions. The charity has no paid employees and relies on investment income to fund grants and operational costs.

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 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.

• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• 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
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• PETER BELOE
• Victoria Peppiatt

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

Operates in: Throughout England And Wales

Income and spending

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