THE ORCHARD TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity ended the financial year with a net loss of £45,368, although it did not need to draw down on invested funds to cover this deficit. Per the trustees' report, unrestricted reserves held at £680,280 are below the stated policy target of six to twelve months of expenditure, yet the charity maintains sufficient net assets to release substantial funds in the event of a catastrophe.
What the accounts disclose
“The above represents the emoluments of the highest paid officer. One other employee earned more than £60,000 but below £69,999.” — page 25
“The above represents the emoluments of the highest paid officer. One other employee earned more than £60,000 but below £69,999.” — page 25
“Currently, the maintained unrestricted reserves not committed or invested in tangible fixed assets (Residential Development Fund) is at £680,280.” — page 9
“During the year, rent and rates was paid of £17,300 (2024 - £17,600) to Mr R Morgan (a trustee), who owns a freehold property from which the company trades. No amounts remain unpaid as at 31 March 2025.” — page 31
“During the year, £96,162 (2024 - £222,997) of fees were received from local authorities for 2 children of trustees, who are supported by the charity.” — page 31
“During the year, rent and rates was paid of £17,300 (2024 - £17,600) to Mr R Morgan (a trustee), who owns a freehold property from which the company trades. No amounts remain unpaid as at 31 March 2025.” — page 31
“During the year, £96,162 (2024 - £222,997) of fees were received from local authorities for 2 children of trustees, who are supported by the charity.” — page 31
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- NICHOLAS PETER BUDDchair
- CHRISTOPHER LLOYD
- CLAIRE ELEANOR SMART
- Elizabeth Charlotte Bell
- Frances mary Kershaw
- JUDITH JANE MORRIS KAYE
- Julia Elizabeth Anne Lythaby
- LEON BRIAN KAYE
- Peter Edward Wakerley
- ROBERT HARRY MORGAN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £5.4m | £5.5m |
| 31/03/2024 | £5.1m | £5.3m |
| 31/03/2023 | £4.8m | £4.8m |
| 31/03/2022 | £4.5m | £4.2m |
| 31/03/2021 | £4.3m | £4.1m |
Common questions
Is THE ORCHARD TRUST financially healthy?
The accounts state that the charity ended the financial year with a net loss of £45,368, although it did not need to draw down on invested funds to cover this deficit. Per the trustees' report, unrestricted reserves held at £680,280 are below the stated policy target of six to twelve months of expenditure, yet the charity maintains sufficient net assets to release substantial funds in the event of a catastrophe. Its FY2025 accounts were audited by Hazlewoods LLP.
What does the highest-paid employee of THE ORCHARD TRUST earn?
Per its FY2025 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 2 employees earned over £60,000.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| WRIGHT'S CLOCK LAND CIO | 1 | £305k |
| CULLUM FAMILY TRUST | 1 | £125k |
| THE F GLENISTER WOODGER TRUST CIO | 1 | £50k |
| THE JORON CHARITABLE TRUST | 1 | £20k |
| THE JOHN COATES CHARITABLE TRUST | 1 | £20k |
| THE HIVE PORTSMOUTH | 1 | £12k |
| ST OLAVE'S & ST SAVIOUR'S SCHOOLS FOUNDATION CIO | 1 | £4k |
| The Patricia Routledge Foundation | 1 | £3k |