WILLIAM GEOFFREY HARVEY'S DISCRETIONARY SETTLEMENT NO 2
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
“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?
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.