THE LIDBURY FAMILY TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
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
“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.”
“Ludlow Trust Company Limited was paid £18,769 (2024: £18,222) for trust administration services and cash management services during the year under review.”
“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.”
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?
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. Its FY2025 accounts were independently examined.
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LIDBURY FAMILY TRUST | £123k | — | 0 | above | — | no doubt |
| MILLIE'S WATCH | £112k | — | 0 | unclear | — | no doubt |
| THE POINTER FAMILY TRUST | £197k | — | 0 | unclear | — | no doubt |
| Q CHARITABLE TRUST | £760k | — | 0 | below | — | no doubt |
| THE LINMARDON TRUST | £112k | — | 0 | unclear | — | no doubt |
| THE JOAN LYNETTE DALTON CHARITABLE TRUST | £120k | — | 0 | unclear | — | no doubt |