THE JULIAN BEWICK EDUCATIONAL TRUST
The trustees award grants, within their limited resources, for the education of children particularly of families of clergy of the Church of England, single parents or other poor persons.
Financial health, per its FY2025 accounts
The accounts state that the charity's total funds decreased from £3,035,851 to £2,820,472 during the year, driven by a net expenditure of £215,379 which was not fully offset by investment income. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. Reserves are managed by distributing net income and part of capital annually, with no specific target level maintained other than meeting future commitments.
What the accounts disclose
“The Trustees do not consider that there is a need to maintain a specific level of reserves to achieve the objectives of the charity, other than to meet future commitments. Their policy is to distribute, on an annual basis, the whole of the net income together with a part of the capital.” — page 5
“Mr D M Valentine has an interest in and is a director of Begbies Chettle Agar Ltd, accountants to the trustees. The firm charges for administering the trust's affairs at the usual trust rate. The amounts charged are shown in note 4.” — page 11
Trustees
- FERGUS WILLIAM MURISONchair
- CHRISTOPHER CHARLES ROGERS
- CHRISTOPHER STAFFORD
- DANIEL VALENTINE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £247k | £267k |
| 05/04/2024 | £229k | £250k |
| 05/04/2023 | £140k | £161k |
| 05/04/2022 | £7k | £80k |
| 05/04/2021 | £11k | £77k |
Common questions
Is THE JULIAN BEWICK EDUCATIONAL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity's total funds decreased from £3,035,851 to £2,820,472 during the year, driven by a net expenditure of £215,379 which was not fully offset by investment income. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. Reserves are managed by distributing net income and part of capital annually, with no specific target level maintained other than meeting future commitments. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TERRACE LIMITED | 1 | £45k |
Charities like this
- JOHN JAMES CHARITABLE TRUST
- CLSG BURSARY AND AWARDS FUND
- THE JULIAN TAYLOR CHARITABLE TRUST
- WILLIAM PALMER COLLEGE EDUCATIONAL TRUST
- BEDALES GRANTS TRUST FUND
- B K CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE JULIAN BEWICK EDUCATIONAL TRUST | £247k | — | 0 | unclear | — | no doubt |
| JOHN JAMES CHARITABLE TRUST | £344k | — | 0 | unclear | — | no doubt |
| CLSG BURSARY AND AWARDS FUND | £1.4m | — | 0 | above | — | no doubt |
| THE JULIAN TAYLOR CHARITABLE TRUST | £174k | — | 0 | above | — | no doubt |
| WILLIAM PALMER COLLEGE EDUCATIONAL TRUST | £260k | — | 0 | unclear | — | no doubt |
| BEDALES GRANTS TRUST FUND | £157k | — | 0 | unclear | — | no doubt |