New Foundation Fund Set up After a Will Trust Transfer

The fund was set up as part of our work with Humphries Kirk solicitors who were looking to fulfil the charitable objectives of a Will trust.

New Foundation Fund Set up After a Will Trust Transfer

We recently worked with Adam Scott, Partner and Joint Head of Private Client at Humphries Kirk on a Will Trust where a client wished to give the residue of her estate to her sister  ‘to distribute between such Charitable Societies or organisations in such proportions or shares and in such amounts as she shall in her absolute discretion think fit’. Unfortunately, the sister died before the administration of the original estate was finalised. As the sister had not indicated her charitable intentions, the trust has never formally registered and the funds left inactive.

Knowing how we work very closely with solicitors across Dorset, Adam got in touch with us to see if we could help and realise the wishes of the original benefactor. He explained: ‘We were very pleased that by working with the Foundation with their wide charitable objectives addressing disadvantage in Dorset we could honour the original wishes of the benefactor.’

Following the partnership, the Dorothy Enid Bartlett Fund has been established, joining a growing list of funds the Foundation manages thanks to our close ties with legal professionals across Dorset.

If you may be dealing with a similar case, please do not hesitate to get in touch with our Director Grant Robson at

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