THE ARDEOLA CHARITABLE TRUST

Registered charity 1124380 · accounts filings on the Charity Commission register

To further such other objects or purposes which are exclusively charitable according to the law of England and Wales in any part of the world and in such manner as the trustees may in their absolute discretion think fit.Trustee's Do Not Accept Unsolicited Appeals.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£483k

Latest spending

£2.4m

Registered

2008

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds an expendable endowment fund and does not maintain significant free reserves, acknowledging that deficits may arise from transaction timing. Per the trustees' report, free reserves were a deficit of £1,676,873 as of 31 May 2025, compared to a surplus of £208,173 in the prior year. The trustees believe the level of funds held and expected income are sufficient to continue as a going concern.

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

What the accounts disclose

Largest income source: Investments (86% of income)

“Total income for the year amounted to £482,898 (2024: £583,078) and comprised income arising on the charity’s investments and transfers from the endowment fund.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Reserves position: below the charity's own stated reserves policy (held: £-1.7m)

“Given the availability of the expendable endowment fund the trustees do not consider that the charity needs to maintain any significant free reserves and acknowledge that deficits will arise from time to time due to the timing of transactions.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Zedra Trust Company (UK) Limited charged fees for administrative services, as shown in note 4, totalling £17,984 (2024: £18,015) were payable in respect of administrative services and are included within note 4 between appointment and the reporting date. These fees are authorised under section 6 of the trust deed.

“Zedra Trust Company (UK) Limited charged fees for administrative services, as shown in note 4, totalling £17,984 (2024: £18,015) were payable in respect of administrative services and are included within note 4 between appointment and the reporting date. These fees are authorised under section 6 of the trust deed. At the balance sheet £5,671 (2024: £5,656) was prepaid in respect of these fees. During the year under review, donations received from the settlor trustees amounted to £517,661 (2024: £nil). The charity has no employees, all administration being carried out by the trustees. Other than the fees noted above, no remuneration was paid nor expenses reimbursed to trustees in the year under review.” — page 16

“During the year under review, donations received from the settlor trustees amounted to £517,661 (2024: £nil).” — page 16

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Donations received from the settlor trustees amounted to £517,661 (2024: £nil).

“Zedra Trust Company (UK) Limited charged fees for administrative services, as shown in note 4, totalling £17,984 (2024: £18,015) were payable in respect of administrative services and are included within note 4 between appointment and the reporting date. These fees are authorised under section 6 of the trust deed. At the balance sheet £5,671 (2024: £5,656) was prepaid in respect of these fees. During the year under review, donations received from the settlor trustees amounted to £517,661 (2024: £nil). The charity has no employees, all administration being carried out by the trustees. Other than the fees noted above, no remuneration was paid nor expenses reimbursed to trustees in the year under review.” — page 16

“During the year under review, donations received from the settlor trustees amounted to £517,661 (2024: £nil).” — page 16

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Blue Spire Limited. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 31/05/2024)

Total income

£583k

Total spending

£731k

Cost of raising funds

£46k

Reserves (reported)

£208k

Employees

Reported reserves equal ~3.4 months of spending — below the median for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Other (71% 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: 8.0% of total income — above the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

GRAHAM ERIC BARKER
JOANNA MARGARET BARKER
Professor John Mark Cornwall
Rachel Claire Henry
William John Hiscocks · trustee of 2 other charities
Zedra Trust Company (UK) Limited · trustee of 1 other charity

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/05/2025	£483k	£2.4m
31/05/2024	£583k	£731k
31/05/2023	£939k	£813k
31/05/2022	£1.3m	£1.2m
31/05/2021	£917k	£963k

Common questions

Is THE ARDEOLA CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds an expendable endowment fund and does not maintain significant free reserves, acknowledging that deficits may arise from transaction timing. Per the trustees' report, free reserves were a deficit of £1,676,873 as of 31 May 2025, compared to a surplus of £208,173 in the prior year. The trustees believe the level of funds held and expected income are sufficient to continue as a going concern. Its FY2025 accounts were audited by Blue Spire Limited.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE AURUM CHARITABLE TRUST.

THE AURUM CHARITABLE TRUST income £1.8m
THE TOMLINSON FAMILY CHARITABLE TRUST income £284k
THE HSWJ TRUST income £112k
THE JEANNINE VASSILIOU CHARITABLE TRUST income £115k
SCHREIBER CHARITABLE TRUST income £820k
THE PORTO CHARITABLE TRUST income £70k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE ARDEOLA CHARITABLE TRUST	£483k	—	below	—	no doubt
THE AURUM CHARITABLE TRUST FY2025	£1.8m	—	below	—	no doubt
THE TOMLINSON FAMILY CHARITABLE TRUST FY2025	£284k	—	below	—	no doubt
THE HSWJ TRUST FY2025	£112k	—	unclear	—	no doubt
THE JEANNINE VASSILIOU CHARITABLE TRUST FY2025	£115k	—	unclear	—	no doubt
SCHREIBER CHARITABLE TRUST FY2025	£820k	—	unclear	—	no doubt

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