THE RUBY AND WILL GEORGE TRUST
To provide for the advancement of education or the relief of poverty among persons employed or formerly employed in commerce or husbands, wives, widows, widowers or issue of such persons.
Objects
THE ADVANCEMENT OF EDUCATION OR THE RELIEF OF POVERTY AMONG PERSONS FORMERLY EMPLOYED IN COMMERCE OR THE HUSBANDS WIVES WIDOWERS OR ISSUE OF SUCH PERSONS.
Financial health, per its FY2025 accounts
The accounts state that the charity holds total net assets of £4,377,552, comprising a positive endowment fund of £4,408,478 and unrestricted funds in deficit of £30,926. The trustees confirm that resources are adequate to continue in operational existence for the foreseeable future, adopting the going concern basis of accounting. The charity generated £128,090 in investment income and awarded £93,779 in grants during the year.
What the accounts disclose
“Income from listed investments 90,817”
“there is no requirement to maintain a level of reserves that does not impact upon the capital base of the charity.” — page 6
Policies the charity declares
- 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
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Funders the charity credits
Trustees
- ANDREW Waters
- CHARLES DAVID ELLIS
- DAVID GEORGE WATERS
- EDWARD ROBERT ELLIS
- Ross Waters
- WILLIAM RICHARD ELLIS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £128k | £162k |
| 05/04/2024 | £117k | £154k |
| 05/04/2023 | £120k | £178k |
| 05/04/2022 | £112k | £119k |
| 05/04/2021 | £108k | £191k |
Common questions
Is THE RUBY AND WILL GEORGE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds total net assets of £4,377,552, comprising a positive endowment fund of £4,408,478 and unrestricted funds in deficit of £30,926. The trustees confirm that resources are adequate to continue in operational existence for the foreseeable future, adopting the going concern basis of accounting. The charity generated £128,090 in investment income and awarded £93,779 in grants during the year. Its FY2025 accounts were audited by Kinnair Associates Limited.
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE RUBY AND WILL GEORGE TRUST | £128k | — | 0 | below | — | no doubt |
| THE ROBIN AND MARY GILL CHARITABLE TRUST | £40k | — | 0 | unclear | — | no doubt |
| TOBY AND REGINA WYLES CHARITABLE TRUST | £449k | — | 0 | unclear | — | no doubt |
| THE WILL CHARITABLE TRUST | £520k | — | 0 | unclear | — | no doubt |
| THE WILLIAM AND GRACE TRUST | £27k | — | 0 | unclear | — | no doubt |
| THE ROSS WARBURTON CHARITABLE TRUST | £2.6m | — | 0 | unclear | — | no doubt |