THE FITZWILLIAM WENTWORTH AMENITY TRUST

Registered charity 508777 · accounts filings on the Charity Commission register

Latest income
£2.1m
Latest spending
£2.3m
Registered
1979
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held total unrestricted reserves of £49,765,189, with an adverse free reserve position in the General Fund of £132,383 after deducting tangible fixed assets. The Trustees consider it prudent to retain a reserve of up to twice total annual expenditure, noting that current general fund reserves are below this policy target. Despite a deficit on operating activities, the net movement in funds was positive due to investment gains, and the auditors confirmed no material uncertainties regarding going concern.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
It is noted that the general fund reserves are presently below this level.
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Armstrong Watson Audit Limited.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£2.1m
Total spending
£2.3m
Cost of raising funds
£4k
Reserves (reported)
£46.0m
Employees
5

Trustees

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

Operates in: Rotherham

Income and spending

Financial year endIncomeSpending
31/03/2025£2.1m£2.3m
31/03/2024£2.0m£1.9m
31/03/2023£1.9m£2.3m
31/03/2022£2.0m£1.8m
31/03/2021£1.8m£1.9m

Common questions

Is THE FITZWILLIAM WENTWORTH AMENITY TRUST financially healthy?

The accounts state that the charity held total unrestricted reserves of £49,765,189, with an adverse free reserve position in the General Fund of £132,383 after deducting tangible fixed assets. The Trustees consider it prudent to retain a reserve of up to twice total annual expenditure, noting that current general fund reserves are below this policy target. Despite a deficit on operating activities, the net movement in funds was positive due to investment gains, and the auditors confirmed no material uncertainties regarding going concern. Its FY2025 accounts were audited by Armstrong Watson Audit Limited.

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