THE ELLERDALE TRUST
Relief of poverty, distress and suffering, in particular by provision of grant funding to aid needy or disadvantaged children in their early years mainly up to 10 with the limit being 18. The Ellerdale Trust does not fund individuals. Overseas aid no longer considered.
Financial health, per its FY2025 accounts
The accounts state that the charity holds £7,584,193 in expendable endowment funds and £13,368 in unrestricted funds, resulting in total net assets of £7,597,561. Per the trustees' report, the charity generated a surplus of £8,757 before investment losses, though total net assets decreased by £443,635 due to investment revaluation losses. The trustees confirm the charity has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“year on year the trustees intend to make a full distribution of available income, subject to making adequate reserves for known and future potential liabilities and commitments, where applicable.” — page 5
“J S Elliott, a trustee, is a current partner of Mitchell Charlesworth. Mitchell Charlesworth act as the charity's accountants and assist with the administration of the charity. Mitchell Charlesworth was paid £6,024 during the year for accountancy and administration fees which is disclosed under the heading of governance costs in note 6 to the accounts.” — page 6
Trustees
- ALISTAIR TOM ROBERT MACFARLANE
- Clare Louise Cairns
- John Stewart Elliott
- PAUL CHARLES Kurthausen
- Samuel Moores
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £213k | £204k |
| 05/04/2024 | £209k | £204k |
| 05/04/2023 | £208k | £260k |
| 05/04/2022 | £205k | £213k |
| 05/04/2021 | £220k | £253k |
Common questions
Is THE ELLERDALE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds £7,584,193 in expendable endowment funds and £13,368 in unrestricted funds, resulting in total net assets of £7,597,561. Per the trustees' report, the charity generated a surplus of £8,757 before investment losses, though total net assets decreased by £443,635 due to investment revaluation losses. The trustees confirm the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by DJH Audit Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BLAKEY FOUNDATION | 1 | — |
| MAKERS OF PLAYING CARDS CHARITY | 1 | — |
| THE KASNER CHARITABLE TRUST | 1 | — |
| The Ethos Foundation | 1 | £3.5m |
| HOLMFIELD CHARITABLE TRUST | 1 | £490k |
| The Caring Family Foundation | 1 | £410k |
| ACHISOMOCH AID COMPANY LIMITED | 1 | £375k |
| THE MIKHEEV CHARITABLE TRUST | 1 | £305k |
Charities like this
- LANGDALE TRUST
- THE CHILDHOOD TRUST
- THE EARLEY CHARITABLE TRUST
- THE SHANLEY CHARITABLE TRUST
- THE CONGREGATION OF THE SISTERS OF NAZARETH CHARITABLE TRUST
- THE EARL OF SOUTHAMPTON TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ELLERDALE TRUST | £213k | — | 0 | unclear | — | no doubt |
| LANGDALE TRUST | £148k | — | 0 | unclear | — | no doubt |
| THE CHILDHOOD TRUST | £3.3m | £80,001 - £90,000 | 1 | below | — | no doubt |
| THE EARLEY CHARITABLE TRUST | £122k | — | 0 | above | — | no doubt |
| THE SHANLEY CHARITABLE TRUST | £224k | — | 0 | unclear | — | no doubt |
| THE CONGREGATION OF THE SISTERS OF NAZARETH CHARITABLE TRUST | £2.7m | — | 1 | below | — | no doubt |