THE CALMCOTT TRUST
Donations are made at the discretion of the trustees and grants are normally made to cover health, arts, education and social needs with a focus on Yorkshire charities. Donations to individuals will not be considered. Appeals should be in writing only to the trust managers. Unsuccessful appeals will not necessarily be acknowledged.
Objects
FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that the charity's unrestricted funds decreased by £45,921 to £1,521,684 at the year end, driven by net expenditure exceeding investment income. The trustees confirm that reserves are sufficient to meet twelve months of management and administrative expenditure, indicating adequate liquidity. The charity reported no fundraising activities, relying entirely on investment income to fund its charitable grants.
What the accounts disclose
“Investment income during the year amounted to £32,992” — page 4
“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, to ensure that management and administrative expenditure for twelve months can be met out of undistributed investment income.” — page 4
Policies the charity declares
- Complaints policy and procedures
- 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
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- JANE BARBARA INGHAMchair
- PHILIP WILLIAM INGHAM
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £33k | £44k |
| 05/04/2024 | £33k | £35k |
| 05/04/2023 | £32k | £37k |
| 05/04/2022 | £24k | £29k |
| 05/04/2021 | £23k | £39k |
Common questions
Is THE CALMCOTT TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity's unrestricted funds decreased by £45,921 to £1,521,684 at the year end, driven by net expenditure exceeding investment income. The trustees confirm that reserves are sufficient to meet twelve months of management and administrative expenditure, indicating adequate liquidity. The charity reported no fundraising activities, relying entirely on investment income to fund its charitable grants. Its FY2025 accounts were independently examined.