THE HEALD CHARITABLE TRUST
The settlor has indicated a desire to benefit Charities that support Children overseas. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Financial health, per its FY2025 accounts
The accounts state that the charity held free reserves of £40,795 and bank balances of £13,194 at the end of the reporting period. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. The charity also holds expendable endowment investments valued at £1,333,237 which can be released to support its activities.
What the accounts disclose
“The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks.”
“Ludlow Trust Company Limited was paid £9,551 (2024: £4,781) for trust administration and cash management services during the year under review.”
“Ludlow Trust Company Limited was paid £9,551 (2024: £4,781) for trust administration and cash management services during the year under review. These fees are authorised under clause 14 of the trust deed.”
Trustees
- Ludlow Trust Co
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 01/03/2026 | £38k | £66k |
| 01/03/2025 | £43k | £16k |
| 01/03/2024 | £37k | £41k |
| 01/03/2023 | £23k | £28k |
| 01/03/2022 | £19k | £19k |
Common questions
Is THE HEALD CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity held free reserves of £40,795 and bank balances of £13,194 at the end of the reporting period. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. The charity also holds expendable endowment investments valued at £1,333,237 which can be released to support its activities. Its FY2025 accounts were independently examined.