THE JOYCE LOMAX BULLOCK CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Financial health, per its FY2026 accounts
The accounts state that free reserves increased to £120,026 from £34,696 in the prior year, supported by bank balances of £40,365 and investments valued at £4,470,025 within the expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. No material uncertainties regarding the charity's continuation as a going concern were identified.
What the accounts disclose
“Total receipts 94,825 - 2,470,116 2,564,941 1,619,921”
“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 Ltd was paid £19,991 for trust administration fees during the year under review. HSCB was paid £6,373 for trust administration fees furing the year under review. These fees are authorised under schedule 2 (5) (a) of the trust deed.”
“Ludlow Trust Company Ltd was paid £19,991 for trust administration fees during the year under review. HSCB was paid £6,373 for trust administration fees furing the year under review. These fees are authorised under schedule 2 (5) (a) of the trust deed.”
“Ludlow Trust Company Ltd was paid £19,991 for trust administration fees during the year under review. HSCB was paid £6,373 for trust administration fees furing the year under review. These fees are authorised under schedule 2 (5) (a) of the trust deed.”
“Ludlow Trust Company Ltd was paid £19,991 for trust administration fees during the year under review. HSCB was paid £6,373 for trust administration fees furing the year under review. These fees are authorised under schedule 2 (5) (a) of the trust deed.”
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 12/01/2026 | £121k | £67k |
| 12/01/2025 | £106k | £119k |
| 05/04/2024 | £87k | £143k |
| 05/04/2023 | £84k | £138k |
| 05/04/2022 | £67k | £88k |
Common questions
Is THE JOYCE LOMAX BULLOCK CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The accounts state that free reserves increased to £120,026 from £34,696 in the prior year, supported by bank balances of £40,365 and investments valued at £4,470,025 within the expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. No material uncertainties regarding the charity's continuation as a going concern were identified. Its FY2026 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 JOYCE LOMAX BULLOCK CHARITABLE TRUST | £121k | — | 0 | unclear | — | no doubt |
| THE JOAN LYNETTE DALTON CHARITABLE TRUST | £120k | — | 0 | unclear | — | no doubt |
| THE BLOOMFIELD CHARITABLE TRUST | £486k | — | 0 | below | — | no doubt |
| THE ACCOMPLISHMENT TRUST | £166k | — | 0 | unclear | — | no doubt |
| THE THOMPSON6 CHARITABLE TRUST | £99k | — | 0 | unclear | — | no doubt |
| Q CHARITABLE TRUST | £760k | — | 0 | below | — | no doubt |