Skip to main content Skip to navigation

The Daisie Rich Trust

The Daisie Rich Trust makes grants to former employees, or their dependents, of Upward and Rich Limited, who are necessitous and deserving, at the discretion of the Trustees. Further grants and donations are made to charitable trusts, charitable entities or other organisations with charitable aims, in each case for the benefit of the Isle of Wight and its residents.

Contact Charity

Activities & Mission

The Daisie Rich Trust makes grants to former employees, or their dependents, of Upward and Rich Limited, who are necessitous and deserving, at the discretion of the Trustees. Further grants and donations are made to charitable trusts, charitable entities or other organisations with charitable aims, in each case for the benefit of the Isle of Wight and its residents.

Grants

The Daisie Rich Trust is a grant-making charity: making grants is its main activity.

Gives grants to
organisations and individuals
Total spending (2026)
£179,949
Only charities with income over £500,000 file a separate grants figure.
Who it helps
children and young people, elderly people, people with disabilities, other charities or voluntary bodies and the general public
What it supports
general charitable purposes and the prevention or relief of poverty

As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.

Is this your charity?

Add your logo, photos and tell the story behind the numbers in your own words. Free for our first 50 launch partners.

Learn more about premium profiles See a sample profile

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£157,465
Latest Expenditure
£179,949

Financial Efficiency

Expenditure Ratio 114.3%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2026.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

The Commission record shows this related event on the register:

  • Asset transfer in in 2024 — Daisie Rich Trust (organisation 236706)
Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2026
£157,465
£179,9490 / 0
2025
£173,523
£200,1490 / 0
2024
£86,141
£81,6810 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Daisie Rich Trust

What does The Daisie Rich Trust do?

The Daisie Rich Trust makes grants to former employees, or their dependents, of Upward and Rich Limited, who are necessitous and deserving, at the discretion of the Trustees. Further grants and donations are made to charitable trusts, charitable entities or other organisations with charitable aims, in each case for the benefit of the Isle of Wight and its residents.

How much income did The Daisie Rich Trust report in 2026?

The Daisie Rich Trust reported total income of £157k and reported expenditure of £180k for the financial year ending 2026, based on the most recent annual return filed with the Charity Commission.

When was The Daisie Rich Trust registered as a charity?

The Daisie Rich Trust was registered with the Charity Commission for England and Wales on 30 June 2023 as charity number 1203811. It has been registered for 3 years.

Who runs The Daisie Rich Trust?

The Daisie Rich Trust is governed by a board of 6 trustees. The chair of trustees is CLAIRE ELIZABETH BRADLEY LOCKE. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Daisie Rich Trust operate?

The Daisie Rich Trust operates in Isle Of Wight, as recorded in its Charity Commission filing.

Is The Daisie Rich Trust a registered charity?

Yes — The Daisie Rich Trust is a registered charity in England and Wales, charity number 1203811.

Details

Contact (address, email, phone)
Registration Date
30 June 2023
Status
Registered

Registry Information

Organisation Number
5219300
Charity Number
1203811

Trustees

CLAIRE ELIZABETH BRADLEY LOCKE Chair
ANN CHRISTINE MEDLEY
Brian Stuart Warren
Dawn Kirsten Haig-Thomas DL
Also governs 1 other charity
James Robert Woodward Attrill DL
Also governs 2 other charities
Naomi Jane Keyte

Data & trust

Register data refreshed
9 November 2026
Report a data issue