THE ELLEN MAVIS CHALK CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Objects
TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.
Financial health, per its FY2026 accounts
The charity reported free reserves of £6,607, a decrease from £19,325 in the previous year. The trustees maintain a policy of holding free reserves to cover future needs and contingencies, while also holding significant investable endowment assets valued at £1,314,083. The independent examiner confirmed that no material matters came to attention regarding the accounts or accounting records.
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 £9,448 for trust administration and cash management fees during the year under review. These fees are authorised under clause 13 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
- 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 19/02/2026
- 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 19/02/2025
- 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 19/02/2024
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 19/02/2026 | £57k | £74k |
| 19/02/2025 | £54k | £79k |
| 19/02/2024 | £38k | £12k |
| 19/02/2023 | £23k | £118k |
| 19/02/2022 | £22k | £13k |
Common questions
Is THE ELLEN MAVIS CHALK CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The charity reported free reserves of £6,607, a decrease from £19,325 in the previous year. The trustees maintain a policy of holding free reserves to cover future needs and contingencies, while also holding significant investable endowment assets valued at £1,314,083. The independent examiner confirmed that no material matters came to attention regarding the accounts or accounting records. 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 ELLEN MAVIS CHALK CHARITABLE TRUST | £57k | — | — | unclear | — | no doubt |
| MRS IRIS NOREEN SETCHELL CHARITABLE TRUST | £32k | — | 0 | unclear | — | no doubt |
| THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST | £77k | — | 0 | unclear | — | no doubt |
| THE THOMAS MOFFITT CLARK CHARITABLE TRUST | £70k | — | 0 | unclear | — | no doubt |
| MARGARET JOAN CAMPION CHARITABLE TRUST | £47k | — | 0 | unclear | — | no doubt |
| MISS RENE ETHEL CHECKLAND CHARITABLE TRUST | £34k | — | — | unclear | — | no doubt |