DUKE UK TRUST LIMITED

Registered charity 1122594 · accounts filings on the Charity Commission register

Advance Education;Support academic research and provision of Healthcare

Objects

TO ADVANCE EDUCATION OF THE PUBLIC, AND SUPPORT ACADEMIC RESEARCH AND THE PROVISION OF HEALTHCARE, IN PARTICULAR BY AWARDING GRANTS TO DUKE UNIVERSITY IN DURHAM, NORTH CAROLINA, USA, TO SUPPORT THE EDUCATION, ACADEMIC RESEARCH AND HEALTHCARE EFFORTS UNDERTAKEN BY THAT NON-PROFIT CHARITABLE INSTITUTION.

Area of benefit: DUKE UNIVERSITY IN DURHAM, NORTH CAROLINA, USA

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

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Arts/culture/heritage/science · Amateur Sport · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Hackney, London, England (from the postcode on the register)

Latest income

£298k

Latest spending

£298k

Registered

2008

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted reserves decreased from £16,718 to £16,102 during the year, resulting in a net expenditure of £616. The charity's policy is to maintain no general reserves other than £5,000 for running costs, with all incoming resources donated to designated institutions. The trustees confirm that resources are adequate to continue operating as a going concern with no material uncertainties.

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

What the accounts disclose

Reserves policy: no general reserves, except for £5,000 for running costs (reserves figure: £16k)

“To achieve its objectives, the charity has elected to donate all its incoming resources less administrative expenses, to the designated institutions. Therefore, all funds are designated, and, as a policy, it does not maintain any general reserves, except for £5,000 for running costs.” — page 3

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Duke University, USA, whose Board of Trustees is the ultimate controlling party, was the sole beneficiary of grants made by the charity during the year and it also makes contributions towards the charity's administration and governance costs which amounted to £15,089 (2024 - £2,894). They are shown as other income in these accounts.

“Duke University, USA, whose Board of Trustees is the ultimate controlling party, was the sole beneficiary of grants made by the charity during the year and it also makes contributions towards the charity's administration and governance costs which amounted to £15,089 (2024 - £2,894). They are shown as other income in these accounts.” — page 4

Per its FY2025 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.

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 policy and procedures
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)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/07/2025

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/07/2024

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/07/2023

Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

Registered company of the charity Companies House 06300858 · Financial health read from its filings

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.

HOUGH, Barbara Jean — director, appointed 17/12/2025on trustee list
ARKIN, Jeremy Daniel — director, appointed 03/11/2025on trustee list
SHOLTZ, Michael Carl — director, appointed 03/09/2021on trustee list

Official officers record.

Structured financials (annual return, FY ending 31/07/2022)

Total income

£518k

Total spending

£495k

Reserves (reported)

£5k

Employees

Reported reserves equal ~0.1 months of spending — in the bottom quarter for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (98% 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 (3.2%) (benchmarks).

Trustees · trustee networks

Barbara Jean Hough
Jeremy Daniel Arkin
Michael Carl Sholtz

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

Operates in: Throughout England · United States

Income and spending

Financial year end	Income	Spending
31/07/2025	£298k	£298k
31/07/2024	£158k	£161k
31/07/2023	£289k	£316k
31/07/2022	£518k	£495k
31/07/2021	£594k	£759k

Common questions

Is DUKE UK TRUST LIMITED financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted reserves decreased from £16,718 to £16,102 during the year, resulting in a net expenditure of £616. The charity's policy is to maintain no general reserves other than £5,000 for running costs, with all incoming resources donated to designated institutions. The trustees confirm that resources are adequate to continue operating as a going concern with no material uncertainties. Its FY2025 accounts were independently examined.

Who funds DUKE UK TRUST LIMITED?

Funders whose own accounts filings name DUKE UK TRUST LIMITED as a grant recipient include THE ROTHERMERE FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
THE ROTHERMERE FOUNDATION	FY2022	£1k	Other charitable donations

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.

Funder	Similar charities funded	Amount to them
THE CATHERINE AND ANGUS WOOD CHARITABLE TRUST	1	£3k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DUKES FOUNDATION.

DUKES FOUNDATION income £218k
DUKE OF DEVONSHIRE'S CHARITABLE TRUST income £256k
THE DWEK FAMILY CHARITABLE TRUST income £48k
THE DUKE OF MARLBOROUGH'S CHARITABLE SETTLEMENT income £45k
THE DAWE FAMILY TRUST income £617k
LITDRIVEUK income £48k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
DUKE UK TRUST LIMITED	£298k	—	0	unclear	—	no doubt
DUKES FOUNDATION FY2025	£218k	—	1	below	—	no doubt
DUKE OF DEVONSHIRE'S CHARITABLE TRUST FY2025	£256k	—	0	unclear	—	no doubt
THE DWEK FAMILY CHARITABLE TRUST FY2026	£48k	—	0	unclear	—	no doubt
THE DUKE OF MARLBOROUGH'S CHARITABLE SETTLEMENT FY2025	£45k	—	0	unclear	—	no doubt
THE DAWE FAMILY TRUST FY2025	£617k	—	0	within	—	no doubt

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