WILLIAM GEOFFREY HARVEY'S DISCRETIONARY SETTLEMENT NO 2
Providing funding to animal focused charities to promote the well being and prevention of cruelty to animals and the preservation of wild animals and bird life.
Financial health, per its FY2024 accounts
The accounts state that total unrestricted funds increased to £6,427,281, driven by a net gain on investments of £224,046 and investment income of £152,733. The charity awarded grants totaling £109,959 and incurred investment management costs of £35,621. The trustees report that resources are sufficient to cover future projects and costs, with no stated reserves policy or material uncertainties affecting the going concern status.
What the accounts disclose
“Investment income received amounted to £152,733” — page 4
“Professional fees amounting to £2,400 (2023 £2,400) were paid to Warr & Co Limited, a company in which N Joyce is a director.” — page 13
Trustees
- GARY JAMES HULLchair
- Brian Cooper
- NICOLA JOYCE
- SHEILA ANNE HULL
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | — | — |
| 05/04/2024 | £377k | £146k |
| 05/04/2023 | £164k | £77k |
| 05/04/2022 | £97k | £92k |
| 05/04/2021 | £101k | £82k |
Common questions
Is WILLIAM GEOFFREY HARVEY'S DISCRETIONARY SETTLEMENT NO 2 financially healthy?
Per its FY2024 accounts: The accounts state that total unrestricted funds increased to £6,427,281, driven by a net gain on investments of £224,046 and investment income of £152,733. The charity awarded grants totaling £109,959 and incurred investment management costs of £35,621. The trustees report that resources are sufficient to cover future projects and costs, with no stated reserves policy or material uncertainties affecting the going concern status. Its FY2024 accounts were audited by PKW LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MILLENNIUM OAK TRUST | 1 | — |
| Wild Life Foundation | 1 | £10k |
| MARJORIE COOTE ANIMAL CHARITY TRUST | 1 | £7k |
| THE BERYL EVETTS AND ROBERT LUFF ANIMAL WELFARE TRUST LIMITED | 1 | £5k |
| Animal Welfare Japan | 1 | £2k |
| THE SIR EDWARD LEWIS FOUNDATION | 1 | £2k |
| THE AUBREY ORCHARD-LISLE CHARITABLE TRUST | 1 | £2k |
Charities like this
- WHITLEY ANIMAL PROTECTION TRUST
- THE MARCHIG ANIMAL WELFARE TRUST
- WILD WELFARE
- THE WILDLIFE AID FOUNDATION
- LABORATORY ANIMALS LIMITED
- THE BERYL EVETTS AND ROBERT LUFF ANIMAL WELFARE TRUST LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| WILLIAM GEOFFREY HARVEY'S DISCRETIONARY SETTLEMENT NO 2 | £377k | — | 0 | unclear | — | no doubt |
| WHITLEY ANIMAL PROTECTION TRUST | £385k | — | 0 | above | — | no doubt |
| THE MARCHIG ANIMAL WELFARE TRUST | £556k | — | 0 | unclear | — | no doubt |
| WILD WELFARE | £283k | — | 0 | above | — | no doubt |
| THE WILDLIFE AID FOUNDATION | £2.0m | £60,000 - £69,999 | 1 | unclear | 3.1% | no doubt |
| LABORATORY ANIMALS LIMITED | £250k | — | 0 | unclear | — | no doubt |