JOHN HENDERSON MCGREGOR CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Objects
FOR THE BENEFIT OF ALL OR SUCH ONE OR MORE OF THE CHARITIES (AS HEREINAFTER DEFINED) IN SUCH SHARES IF MORE THAN ONE AND IN SUCH MANNER AS THE COMPANY SHALL FROM TIME TO TIME IN ITS ABSOLUTE DISCRETION THINK FIT
Financial health, per its FY2026 accounts
The charity held free reserves of £8,099 at the end of the period, down from £16,842 the previous year. The accounts state that the charity also holds bank balances of £24,129 and investments valued at £1,099,674 within the expendable endowment fund, which can be released to support activities. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks.
What the accounts disclose
“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 Limited was paid £5,467 for trust administration fees during the year under review. These fees are authorised under clause 3 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 18/02/2026
- 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 18/02/2025
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 18/02/2026 | £47k | £64k |
| 18/02/2025 | £26k | £23k |
| 05/04/2024 | £21k | £36k |
| 05/04/2023 | £20k | £34k |
| 05/04/2022 | £15k | £51k |
Common questions
Is JOHN HENDERSON MCGREGOR CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The charity held free reserves of £8,099 at the end of the period, down from £16,842 the previous year. The accounts state that the charity also holds bank balances of £24,129 and investments valued at £1,099,674 within the expendable endowment fund, which can be released to support activities. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. Its FY2026 accounts were independently examined.
Charities like this
- THE MAURICE HENRY ROE CHARITABLE TRUST
- THE DUNCREGGAN TRUST
- THE MISS J K STIRRUP CHARITY TRUST
- THE JOHN PARKER CHARITABLE TRUST
- THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST
- MISS MURIEL LIDDIATT CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| JOHN HENDERSON MCGREGOR CHARITABLE TRUST | £47k | — | — | unclear | — | no doubt |
| THE MAURICE HENRY ROE CHARITABLE TRUST | £33k | — | 0 | unclear | — | no doubt |
| THE DUNCREGGAN TRUST | £107k | — | 0 | above | — | no doubt |
| THE MISS J K STIRRUP CHARITY TRUST | £84k | — | 0 | unclear | — | no doubt |
| THE JOHN PARKER CHARITABLE TRUST | £45k | — | 0 | unclear | — | no doubt |
| THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST | £77k | — | 0 | unclear | — | no doubt |