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.
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
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.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | 1 | £134k |
Charities like this
- THE LATE GWYNETH MON WILLIAMS CHARITABLE TRUST
- THE GEORGE CADBURY TRUST (GEORGE HENRY T AND LAURENCE J CADBURY SECTIONS)
- THE GEORGE FAMILY FOUNDATION
- MRS L D ROPE'S THIRD CHARITABLE SETTLEMENT
- SIR ROBERT GEFFERY'S ALMSHOUSE TRUST
- THE GEORGE GOODSIR CHARITABLE TRUST
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 LATE GWYNETH MON WILLIAMS CHARITABLE TRUST | £135k | — | 0 | no_policy | — | no doubt |
| THE GEORGE CADBURY TRUST (GEORGE HENRY T AND LAURENCE J CADBURY SECTIONS) | £446k | — | 0 | unclear | — | no doubt |
| THE GEORGE FAMILY FOUNDATION | £175k | — | 0 | unclear | — | no doubt |
| MRS L D ROPE'S THIRD CHARITABLE SETTLEMENT | £2.3m | — | — | unclear | — | no doubt |
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | £2.9m | — | 0 | unclear | — | no doubt |