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PHILIP AND GRANVILLE CHARITABLE TRUST

Registered charity 1074547 · 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 · website · Get email alerts

Latest income
£7k
Latest spending
£50k
Registered
1999
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves increased to £13,986 from £3,246 in the prior year, while bank balances decreased to £4,361. The charity holds £415,457 in investment assets within an expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks.

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

What the accounts disclose

Largest income source: Income from investments (96% of income)
“Total receipts 10,985 - 265,266 276,251 319,586”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: 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 (held: £14k)
“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.”
Per its FY2025 accounts as filed with the Charity Commission.
Payments to trustees: Ludlow Trust Company Limited (a corporate trustee) received £3,592 for trust administration and cash management services.
“No trustee received any remuneration or was reimbursed any expenses in the year under review. Ludlow Trust Company Limited was paid £3,592 (2024: £2,553) for trust administration and cash management services during the year under review, as authorized by Clause 9 – The Schedule Administrative Provisions.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/03/2026£7k£50k
05/03/2025£34k£25k
05/03/2024£11k£25k
05/03/2023£8k£14k
05/03/2022£8k£5k

Common questions

Is PHILIP AND GRANVILLE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free reserves increased to £13,986 from £3,246 in the prior year, while bank balances decreased to £4,361. The charity holds £415,457 in investment assets within an expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. Its FY2025 accounts were independently examined.