William Walton and LA Mortella Trust

Analysis

William Walton and LA Mortella Trust is a registered charity in England and Wales, based in Italy. It was registered in July 2006, 20 years ago. Its declared purposes cover education/training, arts/culture/heritage/science and environment/conservation/heritage, which this site groups under arts, culture, heritage and science. It says it makes grants to organisations, provides advocacy/advice/information and sponsors or undertakes research.

In the financial year ending December 2024, William Walton and LA Mortella Trust reported income of £270k and spending of £159k, leaving 41% of income unspent that year. Across the 4 years on record, from December 2021 to December 2024, income grew from £162k to £270k (+66%), an average of +18% a year. The sharpest change came in the year to December 2023, when income rose by 37%. Over the whole period it spent 68% of the income it received.

Among 17,634 England and Wales charities whose main cause is arts, culture, heritage and science and that reported income, William Walton and LA Mortella Trust sits at the 88th percentile: it is larger than about 88% of them. Against every charity in England and Wales with reported income it ranks in the 84th percentile. Charities of a similar size with the same main cause include South Kerrier Heritage Trust (£269k), Fishing Into the Future (£270k) and Commonword Enterprises Ltd (£269k).

Data notes from the register: The regulator lists this charity's latest annual return or accounts as overdue.