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

Objects

SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

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.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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

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

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with INTRUST.

• INTRUST income £482k
• THE BLOOMFIELD CHARITABLE TRUST income £486k
• THE ACCOMPLISHMENT TRUST income £166k
• THE PANTHEON CHARITABLE TRUST income £216k
• THE DENNARD FAMILY CHARITABLE TRUST income £27k
• THE WILLIAM ARTHUR WEDDELL TRUST income £36k

Side by side with its peers

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