CAROLINA TRUST

Registered charity 1109143 · accounts filings on the Charity Commission register

The objects of the charity are to advance the education of the students of the University of North Carolina at Chaphel Hill ("the University") and particularly the studnets if its College of Arts and Sciences ("the College")and to promote the scholarly interests of the University and College faculty in England and Wales and elsewhere. The charity is a limited company registered at Companies House.

Objects

TO ADVANCE THE EDUCATION OF THE STUDENTS ("THE STUDENTS") OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL AND PARTICULARLY THE STUDENTS OF ITS COLLEGE OF ARTS AND SCIENCES ("THE UNIVERSITY AND THE COLLEGE") AND TO PROMOTE THE SCHOLARLY INTERESTS OF THE UNIVERSITY AND COLLEGE FACULTY ("THE FACULTY") IN ENGLAND AND WALES AND ELSEWHERE BY:3.1 ASSISTING WITH THE ESTABLISHMENT AND OPERATION OF A LONDON STUDY CENTRE TO SERVE THE STUDENTS, FACULTY ALUMNI AND ACADEMIC UNITS OF THE UNIVERSITY AND IN PARTICULAR THE COLLEGE;3.2 ASSISTING WITH THE PROVISION OF ACADEMIC COURSES, LECTURES AND PROGRAMS IN THE HISTORY, CULTURE, POLITICS AND SOCIETY OF THE UNITED KINGDOM AND EIRE AND OTHER COUNTRIES;3.3 PROMOTING RELATIONS BETWEEN THE COLLEGE AND UNIVERSITY AND INSTITUTIONS OF HIGHER EDUCATION AND FURTHER EDUCATION IN ENGLAND AND WALES AND ELSEWHERE;3.4 PROVIDING OR ASSISTING IN THE PROVISION OF GRANTS OR LOANS TO THE STUDENTS, FACULTY AND ACADEMIC UNITS OF THE COLLEGE AND THE UNIVERSITY;3.5 PROVIDING SERVICES AND ASSISTANCE TO STUDENTS FROM INSTITUTIONS OF HIGHER EDUCATION IN ENGLAND AND WALES AND ELSEWHERE ENROLLING TO THE UNIVERSITY AND IN PARTICULAR THE COLLEGE; AND3.6 ASSISTING IN THE IMPLEMENTATION OF JOINT PROJECTS RELATED TO THE ACADEMIC MISSION OF THE UNIVERSITY AND THE COLLEGE AND ITS PARTNER INSTITUTIONS OF HIGHER EDUCATION IN ENGLAND AND WALES AND ELSEWHERE INSOFAR AS SUCH PROJECTS ARE CHARITABLE.

Area of benefit: ENGLAND AND WALES AND ELSEWHERE

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

Causes: Education/training · Arts/culture/heritage/science · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased from a deficit of £68,455 to a surplus of £99,069, driven by a net surplus of £167,524 against total income of £1,234,782. The trustees report that resources are adequate to continue as a going concern, with no material uncertainties identified regarding the charity's ability to operate for the next twelve months.

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

What the accounts disclose

Accounts audited by Azets Audit Services. Discloses 3 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.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Corporate structure

• Registered company of the charity Companies House 05114398

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• HALPERN, Lucia — director, appointed 28/04/2004on trustee list
• CAMERON, Charles — director, appointed 28/04/2004on trustee list
• LELOUDIS II, James — director, appointed 28/04/2004not on trustee list
• MALLINSON, Peter Glyn Charteris — director, appointed 28/04/2004on trustee list
• WILMOTSMITH, Richard James Crosbie — director, appointed 28/04/2004not on trustee list

Official officers record.

Property (HM Land Registry)

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

Structured financials (annual return, FY ending 30/04/2025)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Other (94% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• CHARLES R M CAMERON
• Dr JAMES L LELOUDIS
• LUCIA V HALPERN
• PETER G C MALLINSON
• RICHARD J C WILMOT-SMITH

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with University of California Trust.

• University of California Trust income £1.7m
• JAMES SQUARE PLYMOUTH LIMITED income £1.9m
• THE NORTHCOTE TRUST income £179k
• THE CERTIFIED ACCOUNTANTS EDUCATIONAL TRUST income £297k
• DUKE UK TRUST LIMITED income £298k
• NORTHWESTERN UNIVERSITY (USA) FOUNDATION LIMITED income £399k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.