Charity Accounts Intelreading the accounts so you don’t have to

THE ELM HOUSE TRUST

Registered charity 1109073 · accounts filings on the Charity Commission register

The charity supports worthwhile causes and supports community projects in Wensleydale, ending at Kilgram bridge, Jervaulx, and it's tributary valleys.

Objects

FOR SUCH PURPOSE OR PURPOSES IN NORTH YORKSHIRE AND THE NORTH EAST OF ENGLAND AS SHALL BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AND IN SUCH SHARES AND PROPORTIONS AS THE TRUSTEES SHALL THINK FIT

Area of benefit: NORTH YORKSHIRE AND THE NORTH EAST OF ENGLAND

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Get email alerts

Latest income
£23k
Latest spending
£69k
Registered
2005
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted funds of £1,498,672 and a revaluation reserve of £162,074, totaling net assets of £1,660,746. The trustees report a satisfactory financial position, noting sufficient cash flows to meet liabilities for at least one year. The charity generated a net income of £34,943 for the year, driven by investment gains, while charitable expenditure totaled £60,479.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: To hold investments for long-term capital and income growth with a view to primarily donating annual income generated (held: £1.5m)
“To hold investments for long-term capital and income growth with a view to primarily donating annual income generated. The reserves policy will be reviewed on a regular basis.” — page 6
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: 10. RELATED PARTY TRANSACTIONS AND TRUSTEES REMUNERATION EXPENSES
“Emma Varley is an associate director of Titan Private Wealth Ltd which manages the Trust’s investment portfolio. During the year the Trust made payments of £13,262 (2023: £14,450) for investment management services to Titan Private Wealth Ltd and these transactions were made on an arms length basis.” — page 14
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (3 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: North Yorkshire

Income and spending

Financial year endIncomeSpending
31/12/2025£23k£69k
31/12/2024£29k£60k
31/12/2023£29k£53k
31/12/2022£29k£50k
31/12/2021£29k£54k

Common questions

Is THE ELM HOUSE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds unrestricted funds of £1,498,672 and a revaluation reserve of £162,074, totaling net assets of £1,660,746. The trustees report a satisfactory financial position, noting sufficient cash flows to meet liabilities for at least one year. The charity generated a net income of £34,943 for the year, driven by investment gains, while charitable expenditure totaled £60,479. Its FY2024 accounts were independently examined.