THE UNDERWOOD TRUST
Registered charity 266164 · accounts filings on the Charity Commission register
The aims of the Charitable Trust are to fund a wide range of activities that will positively impact individuals and the environment. We award a number of grants per annum to organisations that both share these aspirations and have the ability to deliver on their programmes.
Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts
Financial health, per its FY2026 accounts
The accounts state that the charity holds substantial expendable endowment reserves of £50,083,838, with unrestricted income funds retained at £Nil. The trustees consider it appropriate that funds continue to be designated as expendable endowment to support long-term sustainability, and the auditor confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Largest income source: Taylor Clark Limited (95% of income)
“The principal source of income during the year was dividends received from Taylor Clark Limited totalling £11,780,481” — page 7
Per its FY2026 accounts as filed with the Charity Commission.
Accounts audited by David Owen & Co. Discloses 4 of 6 completeness components.
Leadership, per the charity’s website
- Richard Bennison — Chairman (source)
Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.
Structured financials (annual return, FY ending 05/04/2026)
Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.6 months; benchmarks).
Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.8%) (benchmarks).
- BRIONY JANE WILSON
- RICHARD BENNISON
Trustee list from the Charity Commission register (current, not historical).
Operates in: Antarctica · Haiti · India · Philippines · Throughout England · Ukraine
Income and spending
Common questions
Is THE UNDERWOOD TRUST financially healthy?
Per its FY2026 accounts: The accounts state that the charity holds substantial expendable endowment reserves of £50,083,838, with unrestricted income funds retained at £Nil. The trustees consider it appropriate that funds continue to be designated as expendable endowment to support long-term sustainability, and the auditor confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2026 accounts were audited by David Owen & Co.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
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 THE S AND Y CHARITABLE TRUST.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.