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.

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.

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.