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

THE BARBARA WHATMORE CHARITABLE TRUST

Registered charity 283336 · accounts filings on the Charity Commission register

The Trust funds cultural and heritage preservation projects in the UK (especially East Anglia).Main areas include:-schemes or bursaries for classical music education to enable young career musicians to attend courses, music groups or orchestras;-conservation and crafts training, via bursaries to recognized higher educational teaching organisations;See full criteria in the Annual Accounts.

Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · Get email alerts

Latest income
£91k
Latest spending
£107k
Registered
1981
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure of £15,478 before investment losses, driven by grants paid of £103,341 against investment income of £91,427. Unrestricted reserves stood at £44,556, which the trustees note is sufficient to meet expected direct charitable expenditure. The charity maintains a capital fund of £2,072,664 invested to produce future income.

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

What the accounts disclose

Largest income source: Investment income and bank interest (100% of income)
“The entire funds for the Charity were provided by the late Barbara Whatmore” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: sufficient reserves in the Income Fund to meet expected direct charitable expenditure (held: £45k)
“The Trustees maintain sufficient reserves in the Income Fund to meet expected direct charitable expenditure.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Note 5
“Reimbursement of expenses made to the trustees in respect of the year amounted to £1,104 (2024: £510).” — page 11
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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
05/04/2025£91k£107k
05/04/2024£90k£87k
05/04/2023£98k£90k
05/04/2022£83k£73k
05/04/2021£77k£71k

Common questions

Is THE BARBARA WHATMORE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £15,478 before investment losses, driven by grants paid of £103,341 against investment income of £91,427. Unrestricted reserves stood at £44,556, which the trustees note is sufficient to meet expected direct charitable expenditure. The charity maintains a capital fund of £2,072,664 invested to produce future income. Its FY2025 accounts were independently examined.