THE JOHN AND MARGARET WOOTTON TRUST FUND

Registered charity 504830 · accounts filings on the Charity Commission register · also known as "THE JOHN AND MARGARET WOOTTON TRUST FUND"

For the relief benefit and welfare of aged persons and in particular of aged persons suffering from psychogeriatric disorders.

Objects

"UPON TRUST TO APPLY THE SAME IN ANY MANNER WHICH NOW IS OR MAY HEREAFTER BE DEEMED CHARITABLE IN LAW FOR THE RELIEF BENEFIT AND WELFARE OF AGED PERSONS AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) OF AGED PERSONS SUFFERING FROM PSYCHO-GERIATRIC DISORDERS."

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 · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Get email alerts

Latest income

£28k

Latest spending

£24k

Registered

1976

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity held unrestricted reserves of £23,321 at the year end, with a policy to distribute all income arising after allowing for operating expenses. The charity's total investment assets were valued at £869,996, generating income that was largely distributed to charitable causes. The independent examiner confirmed that no material matters came to attention regarding the accounts or accounting records.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Bank Account interest Stocks and Shares Dividends & Interest received

“Bank Account interest Stocks and Shares Dividends & Interest received 27,806.00”

Per its FY2024 accounts as filed with the Charity Commission.

Reserves policy: distribute all income arising in the trust after allowing for any operating expenses (held: £23k)

“It is the trustee’s policy to distribute all income arising in the trust after allowing for any operating expenses.” — page 4

Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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.

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Serious incident reporting policy and procedures

Trustees · trustee networks

Zedra Trust Company (UK) Limited · trustee of 23 other charities

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2024	£28k	£24k
31/12/2023	£25k	£33k
31/12/2022	£25k	£26k
31/12/2021	£23k	£15k
31/12/2020	£24k	£36k

Common questions

Is THE JOHN AND MARGARET WOOTTON TRUST FUND financially healthy?

Per its FY2024 accounts: The accounts state that the charity held unrestricted reserves of £23,321 at the year end, with a policy to distribute all income arising after allowing for operating expenses. The charity's total investment assets were valued at £869,996, generating income that was largely distributed to charitable causes. The independent examiner confirmed that no material matters came to attention regarding the accounts or accounting records. Its FY2024 accounts were independently examined.