Charity Accounts Intelreading the accounts so you don’t have to

THE W G BELOE CHARITABLE TRUST

Registered charity 263345 · accounts filings on the Charity Commission register

charitable donations to registered charities

Causes: General Charitable Purposes · Get email alerts

Latest income
£25k
Latest spending
£10k
Registered
1972
Accounts read
FY2025

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

Reserves policy: distribute the income arising from year to year (held: £528k)
“The trustees intend to distribute the income arising from year to year.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£25k£10k
05/04/2024£25k£10k
05/04/2023£24k£7k
05/04/2022£20k£7k
05/04/2021£17k£6k

Common questions

Is THE W G BELOE CHARITABLE TRUST financially healthy?

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. Its FY2025 accounts were independently examined.