THE GEORGE WARD CHARITABLE TRUST
Provides for charitable purposes in the Hinckley & Bosworth Borough Council area
Objects
(A) THE RELIEF OF POVERTY AMONGST PERSONS BEING IN NEED OF ASSISTANCE WHO HAVE BEEN EMPLOYED BY GEORGE WARD (BARWELL) LTD AND GEORGE GEARY AND SON LTD FOR A PERIOD OF NOT LESS THAN 3 CONSECUTIVE MONTHS BETWEEN THE 1 NOVEMBER 1941 AND THE 31 JANUARY 1984 OR WHO ARE THE DEPENDANTS OF SUCH EMPLOYEES. (B) FOR SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME IN WRITING DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased by £74,241 to £1,411,134, driven by a net investment loss of £68,953 which outweighed investment income of £41,737. The Trustees confirm the charity has adequate resources to continue in operational existence for the foreseeable future and have adopted the going concern basis. No specific reserves policy target is stated, though the Trust is dependent on investment income and fund growth to fund its activities.
What the accounts disclose
“Investment income for the year amounted to £41,737” — page 4
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Gordon Harry Ian Daniels
- SARAH DAWN MAJOR
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £42k | £52k |
| 05/04/2024 | £41k | £51k |
| 05/04/2023 | £40k | £44k |
| 05/04/2022 | £34k | £41k |
| 05/04/2021 | £39k | £15k |
Common questions
Is THE GEORGE WARD CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased by £74,241 to £1,411,134, driven by a net investment loss of £68,953 which outweighed investment income of £41,737. The Trustees confirm the charity has adequate resources to continue in operational existence for the foreseeable future and have adopted the going concern basis. No specific reserves policy target is stated, though the Trust is dependent on investment income and fund growth to fund its activities. Its FY2025 accounts were independently examined.