HORACE TAYLOR TRUST
Financial health, per its FY2023 accounts
The Horace Taylor Trust reported a surplus for the year, with unrestricted income of £200,438 exceeding unrestricted expenditure of £183,633. The charity holds significant fixed assets, primarily freehold land and buildings valued at £1,690,387, alongside an investment fund. The trustees maintain a policy of holding cash deposits and managing a medium-risk share portfolio to support charitable activities and future property conversions.
What the accounts disclose
“it was agreed to make arrangements to donate the mini bus to Kings Mill Special School an organisation with a close affiliation to the Trust.” — page 1
Trustees
- DAVID ATKINSONchair
- DAVID ERIC LUNDY
- DAVID LUNDY LLB
- EDWARD RICHARD SHEPHERDSON
- GLYNDWR ROSSLYN WEKKES
- PETER BRADBURY
- Rev RICHARD JEREMY TEAL
- Rev Stuart Peter Grant
- SAMANTHA JANE MELLOR
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £243k | £257k |
| 05/04/2024 | £240k | £162k |
| 05/04/2023 | £217k | £130k |
| 05/04/2022 | £194k | £90k |
| 05/04/2021 | £192k | £126k |
Common questions
Is HORACE TAYLOR TRUST financially healthy?
The Horace Taylor Trust reported a surplus for the year, with unrestricted income of £200,438 exceeding unrestricted expenditure of £183,633. The charity holds significant fixed assets, primarily freehold land and buildings valued at £1,690,387, alongside an investment fund. The trustees maintain a policy of holding cash deposits and managing a medium-risk share portfolio to support charitable activities and future property conversions. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DILLHAVEN LIMITED | 1 | £71k |
| J & J CHARITABLE TRUST LIMITED | 1 | £17k |
| KTRUST LIMITED | 1 | £12k |