THE VIOLET HELEN DIXON CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.(FOR FULL DETAILS SEE TRUST DEED)
Financial health, per its FY2025 accounts
The accounts state that free reserves were £12,096 at the end of the period, with additional bank balances of £8,433 and investments valued at £711,315. The trustees pursue a policy of maintaining free reserves to cover future needs, opportunities, contingencies, and risks. Total receipts for the year were £542,278, primarily from investment sales, while total payments were £524,481.
What the accounts disclose
“Income from investments Interest received Exchange rate difference Sub total (Gross income for AR) - 19,087 1,291 - 18,027 582 - - 20,378 18,609”
“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 £6,305 for trust administration services during the year under review. These fees are authorized under clause 6 of the trust deed.”
“Ludlow Trust Company Limited was paid £6,305 for trust administration services during the year under review. These fees are authorized under clause 6 of the trust deed.”
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £42k | £47k |
| 31/03/2024 | £18k | £43k |
| 31/03/2023 | £14k | £25k |
| 31/03/2022 | £13k | £5k |
| 31/03/2021 | £25k | £43k |
Common questions
Is THE VIOLET HELEN DIXON CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that free reserves were £12,096 at the end of the period, with additional bank balances of £8,433 and investments valued at £711,315. The trustees pursue a policy of maintaining free reserves to cover future needs, opportunities, contingencies, and risks. Total receipts for the year were £542,278, primarily from investment sales, while total payments were £524,481.