THE ANNANDALE CHARITABLE TRUST

Registered charity 1049193 · accounts filings on the Charity Commission register

General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£712k

Latest spending

£456k

Registered

1995

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds amounted to £16,604,222, with free unrestricted reserves of £442,792. The trustees note that due to the availability of the expendable endowment fund, they do not consider it necessary to maintain significant free reserves. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

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

What the accounts disclose

Accounts audited by Blue Spire Limited. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 01/09/2025)

Total income

£712k

Total spending

£456k

Cost of raising funds

£112k

Reserves (reported)

£443k

Employees

Reported reserves equal ~11.6 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (82% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 15.7% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

LUDLOW TRUST COMPANY (SOUTHAMPTON) LTD · trustee of 113 other charities

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
01/09/2025	£712k	£456k
05/04/2024	£351k	£607k
05/04/2023	£382k	£385k
05/04/2022	£317k	£774k
05/04/2021	£352k	£146k

Common questions

Is THE ANNANDALE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total funds amounted to £16,604,222, with free unrestricted reserves of £442,792. The trustees note that due to the availability of the expendable endowment fund, they do not consider it necessary to maintain significant free reserves. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Blue Spire Limited.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Q CHARITABLE TRUST.

Q CHARITABLE TRUST income £760k
THE HARGREAVES CHARITABLE TRUST income £169k
THE BLYTH CHARITABLE TRUST income £365k
THE ACCOMPLISHMENT TRUST income £166k
JOHN ANDREWS CHARITABLE TRUST income £356k
THE ANCASTER TRUST income £131k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE ANNANDALE CHARITABLE TRUST	£712k	—	unclear	—	no doubt
Q CHARITABLE TRUST FY2024	£760k	—	below	—	no doubt
THE HARGREAVES CHARITABLE TRUST FY2026	£169k	—	unclear	—	no doubt
THE BLYTH CHARITABLE TRUST FY2025	£365k	—	above	—	no doubt
THE ACCOMPLISHMENT TRUST FY2025	£166k	—	unclear	—	no doubt
JOHN ANDREWS CHARITABLE TRUST FY2024	£356k	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.