THE WILL CHARITABLE TRUST

Registered charity 801682 · accounts filings on the Charity Commission register

Care of and services for people suffering from cancer, and their families.Care of and services for blind people, and the prevention and cure of blindness; andCare of people with a learning disability in a way that provides lifelong commitment, a family environment andthe maximum choice of activities and lifestyle.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£520k

Latest spending

£1.2m

Registered

1989

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity incurred a net expenditure of £1,258,215, funded by drawing down on its expendable endowment and designated funds. Per the trustees' report, the charity held unrestricted reserves of £200,000 and an expendable endowment of £17,753,080 at the year end, with no stated reserves policy target. The trustees confirmed adequate resources for the foreseeable future with no material uncertainties.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Related-party transaction: Fees paid to Farrer & Co for legal services.

“Fees paid to Farrer & Co., solicitors, and charged in the accounts for the year are £22,256 (2024: £6,028).” — page 18

“Fees paid to Kreston Reeves Audit LLP and charged in the accounts for the year for auditing services are £13,000 (2024: £12,703).” — page 18

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Fees paid to Kreston Reeves Audit LLP for auditing services.

“Fees paid to Farrer & Co., solicitors, and charged in the accounts for the year are £22,256 (2024: £6,028).” — page 18

“Fees paid to Kreston Reeves Audit LLP and charged in the accounts for the year for auditing services are £13,000 (2024: £12,703).” — page 18

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Investment management fees paid to Sarasin & Partners LLP.

“Fees paid to Farrer & Co., solicitors, and charged in the accounts for the year are £22,256 (2024: £6,028).” — page 18

“Fees paid to Kreston Reeves Audit LLP and charged in the accounts for the year for auditing services are £13,000 (2024: £12,703).” — page 18

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Kreston Reeves Audit LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Total income

£520k

Total spending

£1.2m

Reserves (reported)

£0

Employees

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (99% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

Christine Dix
Joanna Elizabeth Brook Dyson
RODNEY LUFF
Robert Geoffrey Redfern Boddington · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2025	£520k	£1.2m
05/04/2024	£549k	£1.5m
05/04/2023	£501k	£1.3m
05/04/2022	£491k	£840k
05/04/2021	£559k	£1.1m

Common questions

Is THE WILL CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity incurred a net expenditure of £1,258,215, funded by drawing down on its expendable endowment and designated funds. Per the trustees' report, the charity held unrestricted reserves of £200,000 and an expendable endowment of £17,753,080 at the year end, with no stated reserves policy target. The trustees confirmed adequate resources for the foreseeable future with no material uncertainties. Its FY2025 accounts were audited by Kreston Reeves Audit LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
CECIL AND HILDA LEWIS CHARITABLE TRUST	1	£3.4m
THE STERLING CHARITY	1	£34k
AGE UK WILTSHIRE	1	£5k
BIRKDALE TRUST FOR HEARING IMPAIRED LTD	1	£3k
THE WALTER GUINNESS CHARITABLE TRUST	1	£2k
ST. JAMES TRUST	1	£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with W.I.L.L. WIRRAL INDEPENDENT LIVING AND LEARNING.

W.I.L.L. WIRRAL INDEPENDENT LIVING AND LEARNING income £2.5m
CATHY WILLS CHARITABLE TRUST income £158k
WILTSHIRE BLIND ASSOCIATION income £222k
THE 1989 WILLAN CHARITABLE TRUST income £444k
THE WILLIAMS CHARITABLE TRUST income £92k
WILLIAMSON TRUST income £727k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE WILL CHARITABLE TRUST	£520k	—	0	unclear	—	no doubt
W.I.L.L. WIRRAL INDEPENDENT LIVING AND LEARNING FY2025	£2.5m	—	—	above	—	no doubt
CATHY WILLS CHARITABLE TRUST FY2024	£158k	—	0	unclear	—	no doubt
WILTSHIRE BLIND ASSOCIATION FY2025	£222k	—	0	above	—	no doubt
THE 1989 WILLAN CHARITABLE TRUST FY2025	£444k	—	0	unclear	—	no doubt
THE WILLIAMS CHARITABLE TRUST FY2026	£92k	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.