THE EARL FITZWILLIAM CHARITABLE TRUST
Grants are made to other charitable or appropriately constituted bodies in response to specific written applications. Policy favours, but not exclusively, initiatives that benefit communities that are linked in some reasonably direct way to the Fitzwilliam Estates in Cambridgeshire and Yorkshire or the Naylor-Leyland Estate near Ruthin. Grants tend to be one off, not merely for annual expenses.
Financial health, per its FY2025 accounts
The charity holds unrestricted reserves of £22,256,634, comprising an Endowment Fund of £22,264,339 and a General Fund deficit of £7,705. The Trustees have suspended their policy of maintaining positive General Fund reserves, noting that annual charitable expenditure exceeds net income and the resulting deficit is funded by drawing on the expendable Endowment Fund. Despite this, the accounts state there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“The policy of maintaining a positive level of General Fund reserves has been suspended and will be kept under review in the light of grant applications received in the years ahead.” — page 6
Year-over-year changes
- Reserves position vs the charity's own policy moved from "above" (FY2024) to "below" (FY2025).
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £282k | £391k |
| 31/03/2024 | £292k | £307k |
| 31/03/2023 | £261k | £289k |
| 31/03/2022 | £255k | £271k |
| 31/03/2021 | £276k | £184k |
Common questions
Is THE EARL FITZWILLIAM CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The charity holds unrestricted reserves of £22,256,634, comprising an Endowment Fund of £22,264,339 and a General Fund deficit of £7,705. The Trustees have suspended their policy of maintaining positive General Fund reserves, noting that annual charitable expenditure exceeds net income and the resulting deficit is funded by drawing on the expendable Endowment Fund. Despite this, the accounts state there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Armstrong Watson Audit Limited.
Who funds THE EARL FITZWILLIAM CHARITABLE TRUST?
Funders whose own accounts filings name THE EARL FITZWILLIAM CHARITABLE TRUST as a grant recipient include THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER AND ST LEONARD, HORBURY WITH ST JOHN, HORBURY BRIDGE.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER AND ST LEONARD, HORBURY WITH ST JOHN, HORBURY BRIDGE | FY2025 | £3k | Lighting Project |
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- THE FITZWILLIAM WENTWORTH AMENITY TRUST
- THE CONSTANCE TRAVIS CHARITABLE TRUST
- THE MARY HOMFRAY CHARITABLE TRUST
- THE CHARITY OF WILLIAM WILLIAMS
- THE DUKE OF NORTHUMBERLAND'S CHARITY
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE EARL FITZWILLIAM CHARITABLE TRUST | £282k | — | 0 | below | — | no doubt |
| THE FITZWILLIAM WENTWORTH AMENITY TRUST | £2.1m | — | 0 | below | — | no doubt |
| THE CONSTANCE TRAVIS CHARITABLE TRUST | £3.3m | — | 0 | below | 0.0% | no doubt |
| THE MARY HOMFRAY CHARITABLE TRUST | £139k | — | 0 | below | — | no doubt |
| THE CHARITY OF WILLIAM WILLIAMS | £596k | — | 0 | above | — | no doubt |
| THE DUKE OF NORTHUMBERLAND'S CHARITY | £203k | — | 0 | unclear | — | no doubt |