THE FLORENCE AND WALTER JOHN BURCHELL CHARITABLE TRUST

Registered charity 264371 · accounts filings on the Charity Commission register · also known as THE BURCHELL TRUST, THE FLORENCE AND WALTER JOHN BURCHELL CHARITY

To provide homes for the elderly who are in necessitous circumstances and who were either born in the Borough of Marlborough or who have resided there for at least ten years.

Objects

A) TO PROVED HOMES OR HOUSES FOR AGED PEOPLE IN NECESSITOUS CIRCUMSTANCES WHO SHALL EITHER HAVE BEEN BORN IN THE BOROUGH OF MARLBOROUGH OR SHALL HAVE RESIDED THERE FOR NOT LESS THAN TEN YEARS AND B) TO RELIEVE POVERTY AMONGST PERSONS RESIDING IN THE SAID BOROUGH.

Area of benefit: MARLBOROUGH

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Prevention Or Relief Of Poverty · Accommodation/housing · Get email alerts

Registered contact address: Wiltshire, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that total reserves are £2,108,947, with £60,801 classified as free reserves. The trustees consider this level of reserves sufficient to meet property upgrading and repairs for two to three years. The charity reported a net surplus of £19,200 for the year ended 30th June 2025.

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.

• Bullying and harassment policy and procedures
• Complaints policy and procedures
• 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
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 30/06/2023 (received 26/09/2024, 149 days after the 30/04/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• Andrew Richard Willis Ross
• Anne Helen Hancock · trustee of 1 other charity
• David Wylie
• GEORGINA LOIS SMITH · trustee of 2 other charities
• Mervyn Hall

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

Operates in: Wiltshire

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with FLORENCE ELLISON TRUST.

• FLORENCE ELLISON TRUST income £93k
• FRANCES DARLINGTON CHARITY income £27k
• T.H.RUSSELL CHARITABLE TRUST income £235k
• THE ANTHONY AND ELAINE BETHELL CHARITABLE FOUNDATION income £80k
• THE BROOMGROVE TRUST income £2.7m
• EMILY BENTLEY HOMES income £31k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.