THE TRACY TRUST

Registered charity 803103 · accounts filings on the Charity Commission register

Provision of welfare/medical equipment and services assistance with medical expenses. Provision of transport services, local centre, television licences, aid alarms and sundry further activities.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · website · Get email alerts

Latest income
£50k
Latest spending
£29k
Registered
1990
Accounts read
FY2025

Financial health, per its FY2025 accounts

The Tracy Trust reported total unrestricted income of £215,827 and unrestricted expenditure of £216,026 for the year ended 5 April 2025, resulting in a slight net decrease in unrestricted funds. The charity holds unrestricted cash reserves of £49,224 and an investment portfolio valued at £1,761,226, which the trustees state are sufficient for present and future needs.

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

What the accounts disclose

Reserves policy: sufficient for present and future needs (held: £49k)
We ensure that the charity’s funds are well invested and are sufficient for present and future needs. — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Buckinghamshire

Income and spending

Financial year endIncomeSpending
05/04/2025£50k£29k
05/04/2024£48k£27k
05/04/2023£53k£27k
09/04/2022£21k£17k
09/04/2021£10k£9k

Common questions

Is THE TRACY TRUST financially healthy?

Per its FY2025 accounts: The Tracy Trust reported total unrestricted income of £215,827 and unrestricted expenditure of £216,026 for the year ended 5 April 2025, resulting in a slight net decrease in unrestricted funds. The charity holds unrestricted cash reserves of £49,224 and an investment portfolio valued at £1,761,226, which the trustees state are sufficient for present and future needs. Its FY2025 accounts were independently examined.