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

THE WAKEHAM TRUST

Registered charity 267495 · accounts filings on the Charity Commission register

The Trustees may apply the Funds to or for such charitable institution or purposes as they in their absolute discretion see fit with a focus on two different fields; the micro-funding of community action & community service programmes, and the support of academic excellence in teaching and learning.

Objects

THE INCOME OR CAPITAL TO BE APPLIED TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS PURPOSE OR PURPOSES AS THE MANAGING TRUSTEES SHALL FROM TIME TO TIME THINK FIT IN THEIR ABSOLUTE DISCRETION WITH SPECIAL ATTENTION TO BE PAID TO PROJECTS FOR COMMUNITY DEVELOPMENT AND EDUCATION AND COMMUNITY SERVICE BY YOUNG PEOPLE.

Area of benefit: NOT DEFINED

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

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · website · Get email alerts

Latest income
£41k
Latest spending
£45k
Registered
1974
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £1,738,324, which the trustees intend to sustain to cover management costs and grant levels. The charity reported a net outgoing resource of £3,772 driven by an unrealised investment loss, though it confirmed adequate resources to continue operations for the foreseeable future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient funds for the level of grants paid and to cover the Charity's management and administration costs (held: £1.7m)
“It is the intention of the Trustees to sustain the unrestricted funds at a level which will provide sufficient funds for the level of grants paid and to cover the Charity's management and administration costs.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Administration fees paid to Millbank Financial Services Limited, controlled by Custodian Trustee Dickinson Trust Limited.
“Millbank Financial Services Limited ('MFS') (Administrator) is a non-profit making organisation controlled by The Dickinson Trust Limited (Custodian Trustee). During the year the Trustees incurred fees of £5,089 (2024; £3,715) from Millbank Financial Services Limited for their Administration service.” — page 16
“Harold Carter charged administration expenses of £0 [2024: £0].” — page 13
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Harold Carter, a trustee, charged administration expenses.
“Millbank Financial Services Limited ('MFS') (Administrator) is a non-profit making organisation controlled by The Dickinson Trust Limited (Custodian Trustee). During the year the Trustees incurred fees of £5,089 (2024; £3,715) from Millbank Financial Services Limited for their Administration service.” — page 16
“Harold Carter charged administration expenses of £0 [2024: £0].” — page 13
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 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.

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
30/06/2025£41k£45k
30/06/2024£45k£44k
30/06/2023£24k£56k
30/06/2022£9k£36k
30/06/2021£11k£72k

Common questions

Is THE WAKEHAM TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,738,324, which the trustees intend to sustain to cover management costs and grant levels. The charity reported a net outgoing resource of £3,772 driven by an unrealised investment loss, though it confirmed adequate resources to continue operations for the foreseeable future. Its FY2025 accounts were independently examined.