THE LIDBURY FAMILY TRUST
Latest income
£123k
Latest spending
£139k
Registered
1999
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that free reserves were £88,577 at the end of the reporting period, with unrestricted income of £80,010. The charity holds £59,466 in bank balances and £3,752,304 in investments within an expendable endowment fund. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
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: £89k)
“The Trustee pursues 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 (corporate trustee) received £18,769 for administration and cash management services.
“Ludlow Trust Company Limited was paid £18,769 (2024: £18,222) for trust administration services and cash management services 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, received fees for administration and cash management services.
“Ludlow Trust Company Limited was paid £18,769 (2024: £18,222) for trust administration services and cash management services during the year under review. These fees are authorised under clause 14 of the trust deed.”
Per its FY2025 accounts as filed with the Charity Commission.
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 02/08/2025 | £123k | £139k |
| 02/08/2024 | £259k | £219k |
| 02/08/2023 | £95k | £457k |
| 02/08/2022 | £64k | £102k |
| 02/08/2021 | £62k | £113k |
Common questions
Is THE LIDBURY FAMILY TRUST financially healthy?
The accounts state that free reserves were £88,577 at the end of the reporting period, with unrestricted income of £80,010. The charity holds £59,466 in bank balances and £3,752,304 in investments within an expendable endowment fund. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.