THE NORA MILBURN CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Objects
THE TRUST IS ESTABLISHED FOR SUCH CHARITABLE OBJECTS OR PURPOSES AS THE TRUSTEES SHALL THINK FIT.
Financial health, per its FY2026 accounts
The charity held free reserves of £23,132 and bank balances of £14,076, alongside investments valued at £1,252,709 within the expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. The independent examiner confirmed that no material matters came to their attention that would cause concern regarding the accounts or accounting records.
What the accounts disclose
“Total receipts 29,773 - 635,691 665,464”
“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.”
“Ludlow Trust Company (Southampton) Limited was paid £6,944 for trust administration fees during the year under review. These fees are authorised under clause 8 of the trust deed.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 06/03/2026
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 06/03/2025
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 06/03/2026 | £85k | £74k |
| 06/03/2025 | £31k | £40k |
| 05/04/2024 | £24k | £41k |
| 05/04/2023 | £23k | £38k |
| 05/04/2022 | £16k | £31k |
Common questions
Is THE NORA MILBURN CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The charity held free reserves of £23,132 and bank balances of £14,076, alongside investments valued at £1,252,709 within the expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. The independent examiner confirmed that no material matters came to their attention that would cause concern regarding the accounts or accounting records. Its FY2026 accounts were independently examined.
Charities like this
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- MISS RENE ETHEL CHECKLAND CHARITABLE TRUST
- MARY LEAPMAN CHARITABLE TRUST
- ILLINGWORTH CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE NORA MILBURN CHARITABLE TRUST | £85k | — | — | unclear | — | no doubt |
| MISS MURIEL LIDDIATT CHARITABLE TRUST | £60k | — | 0 | unclear | — | no doubt |
| INTRUST | £482k | — | — | unclear | — | no doubt |
| THE LINMARDON TRUST | £112k | — | 0 | unclear | — | no doubt |
| MISS RENE ETHEL CHECKLAND CHARITABLE TRUST | £34k | — | — | unclear | — | no doubt |
| MARY LEAPMAN CHARITABLE TRUST | £31k | — | 0 | unclear | — | no doubt |