SIMON DIGBY CHARITABLE TRUST

Registered charity 285548 · accounts filings on the Charity Commission register

To provide funds for any charitable foundation, or for any charitable purpose, bearing in mind the origin of the Settlor's family and fortune in and around Sherborne in Dorset, and Coleshill, near Birmingham in Warwickshire

Objects

FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

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 · Religious Activities · Arts/culture/heritage/science · Get email alerts

Latest income

£30k

Latest spending

£27k

Registered

1984

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust's total net assets decreased from £731,201 to £697,631, driven by a £38,091 loss on the revaluation of investments. The trustees report no material uncertainties regarding the Trust's ability to continue as a going concern, noting that systems are in place to review major risks.

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

What the accounts disclose

Reserves policy: spend the income received from the investment portfolio within the year of receipt unless earmarked for projects over a few years (held: £48k)

“The trustees aim to spend the income received from the investment portfolio within the year of receipt unless earmarked for projects over a few years, and therefore does not hold any free reserves on top of the investment portfolio.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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.

Bullying and harassment policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Social media policy and procedures

Trustees · trustee networks

Henrietta Maria Wingfield Digby
KENELM EDWARD WINGFIELD DIGBY · trustee of 2 other charities
William Kenelm Bosworth Wingfield Digby

Trustee list from the Charity Commission register (current, not historical).

Operates in: Dorset · Warwickshire

Income and spending

Financial year end	Income	Spending
05/04/2025	£30k	£27k
05/04/2024	£30k	£17k
05/04/2023	£20k	£12k
05/04/2022	£8k	£13k
05/04/2021	£17k	£11k

Common questions

Is SIMON DIGBY CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust's total net assets decreased from £731,201 to £697,631, driven by a £38,091 loss on the revaluation of investments. The trustees report no material uncertainties regarding the Trust's ability to continue as a going concern, noting that systems are in place to review major risks. Its FY2025 accounts were independently examined.