EGERTON WILL TRUST
Latest income
£201k
Latest spending
£201k
Registered
1977
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that the charity held no cash funds at the end of the financial year, having distributed all incoming resources to Barnardo's. The net movement in funds was zero, and the trustee confirmed that no material matters came to the examiner's attention during the review.
What the accounts disclose
Reserves position: below the charity's own stated reserves policy
“The trustee confirms that they complied with the duty in Section 4 of the Charities Act 2011 to have due regard to the Charity's Commission general guidance on public benefit "Charities and Public Benefit".” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Barnardo’s is the sole trustee of the charity. During the year distributions totalling £200,000 (2024: £150,000) were made to Barnardo’s.
“Under a Section 26 Order dated 24 October 2008, Barnardo’s was authorised by the Charity Commission for England and Wales to act as trustee of the Egerton Will Trust. Barnardo’s is the sole trustee of the charity. During the year distributions totalling £200,000 (2024: £150,000) were made to Barnardo’s.” — page 9
“During the year Barnardo’s paid £366 to the charity to cover the cost of the Independent Examination (2024: £360 covering 2 years).” — page 9
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Barnardo’s paid £366 to the charity to cover the cost of the Independent Examination.
“Under a Section 26 Order dated 24 October 2008, Barnardo’s was authorised by the Charity Commission for England and Wales to act as trustee of the Egerton Will Trust. Barnardo’s is the sole trustee of the charity. During the year distributions totalling £200,000 (2024: £150,000) were made to Barnardo’s.” — page 9
“During the year Barnardo’s paid £366 to the charity to cover the cost of the Independent Examination (2024: £360 covering 2 years).” — page 9
Per its FY2025 accounts as filed with the Charity Commission.
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £201k | £201k |
| 05/04/2024 | £150k | £150k |
| 05/04/2023 | £6k | £6k |
| 05/04/2022 | £1 | £1 |
| 05/04/2021 | £348 | £348 |
Common questions
Is EGERTON WILL TRUST financially healthy?
The accounts state that the charity held no cash funds at the end of the financial year, having distributed all incoming resources to Barnardo's. The net movement in funds was zero, and the trustee confirmed that no material matters came to the examiner's attention during the review. Its FY2025 accounts were independently examined.