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MISS EDITH MARY SAGE CHARITABLE TRUST

Registered charity 1076849 · 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
£42k
Latest spending
£52k
Registered
1999
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held free reserves of £17,229 at the end of the reporting period, down from £23,509 in the previous year. The trustees maintain a policy of holding reserves to cover future needs and contingencies, and no funds were in deficit. The independent examiner confirmed that no material matters came to their attention regarding the accounts.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £17k; 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)
“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. At the end of the reporting period the charity had free reserves of £17,229”
Per its FY2025 accounts as filed with the Charity Commission.
Payments to trustees: Ludlow Trust Company Limited (a corporate trustee) received £7,017 for administration services.
“Ludlow Trust Company Limited was paid £7,017 (2024: £5,684) for trust administration services and cash management fees during the year under review.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Ludlow Trust Company Limited, a corporate trustee, was paid for administration services.
“Ludlow Trust Company Limited was paid £7,017 (2024: £5,684) for trust administration services and cash management fees during the year under review. These fees are authorized under clause 14 of the will trust.”
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
12/05/2025£42k£52k
12/05/2024£24k£49k
12/05/2023£18k£19k
12/05/2022£17k£8k
12/05/2021£13k£34k

Common questions

Is MISS EDITH MARY SAGE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity held free reserves of £17,229 at the end of the reporting period, down from £23,509 in the previous year. The trustees maintain a policy of holding reserves to cover future needs and contingencies, and no funds were in deficit. The independent examiner confirmed that no material matters came to their attention regarding the accounts. Its FY2025 accounts were independently examined.