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MISS PATRICIA ANN HERBERTS CHARITABLE TRUST

Registered charity 1078897 · 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
£59k
Latest spending
£86k
Registered
2000
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity held free reserves of £29,407 at the end of the reporting period, down from £49,647 in the previous year. The trustees maintain a policy of holding these reserves to cover future needs, opportunities, contingencies, and risks. No funds were in deficit, and there were no uncertainties regarding the charity's ability to continue as a going concern.

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

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: £29k)
“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 (corporate trustee) received £9,935 for administration and cash management fees.
“Ludlow Trust Company Limited was paid £9,935 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.
Related-party transaction: Ludlow Trust Company Limited is a corporate trustee. The document states fees were paid for administration and cash management services.
“Ludlow Trust Company Limited was paid £9,935 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
06/05/2025£59k£86k
06/05/2024£123k£101k
06/01/2023£24k£45k
06/01/2022£26k£17k
06/01/2021£20k£42k

Common questions

Is MISS PATRICIA ANN HERBERTS CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity held free reserves of £29,407 at the end of the reporting period, down from £49,647 in the previous year. The trustees maintain a policy of holding these reserves to cover future needs, opportunities, contingencies, and risks. No funds were in deficit, and there were no uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.