THE TOMLINSON FAMILY CHARITABLE TRUST
General Charitable Purposes. Trustees Do Not accept any unsolicited applications
Financial health, per its FY2025 accounts
The accounts state that the charity holds an expendable endowment fund of £3,584,334 and reports unrestricted free reserves as a deficit of £28,065. The trustees consider that significant free reserves are not needed given the availability of the endowment fund, accepting that deficits may arise from timing differences between liabilities and transfers. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
What the accounts disclose
“Incoming resources for the year totalled £284,174 (2024: £383,955) consisting of investment income of £62,952 (2024: £116,149) and transfers from the capital fund of £221,222 (2024: £267,806)” — page 4
“the trustees do not consider that the charity needs to maintain any significant free reserves although they recognise that such reserves may arise from time to time. As at 31 July 2025 free reserves were a deficit of £28,065”
“Ludlow Trust Company Limited charged fees for administrative services and cash management services of £18,354 (2024: £18,150), as shown in noted 3, with £1,587 (2024: £1,526) payable at the balance sheet. These fees are authorised under section 6.2 of the trust deed.” — page 14
Trustees
- LINDSAY PETER TOMLINSON
- LUDLOW TRUST COMPANY LTD
- SARAH TOMLINSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/07/2025 | £284k | £217k |
| 31/07/2024 | £384k | £350k |
| 31/07/2023 | £349k | £313k |
| 31/07/2022 | £337k | £518k |
| 31/07/2021 | £194k | £214k |
Common questions
Is THE TOMLINSON FAMILY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds an expendable endowment fund of £3,584,334 and reports unrestricted free reserves as a deficit of £28,065. The trustees consider that significant free reserves are not needed given the availability of the endowment fund, accepting that deficits may arise from timing differences between liabilities and transfers. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Blue Spire Limited.
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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 TOMLINSON FAMILY CHARITABLE TRUST | £284k | — | 0 | below | — | no doubt |
| THE ARDEOLA CHARITABLE TRUST | £483k | — | 0 | below | — | no doubt |
| THE CONSTANCE TRAVIS CHARITABLE TRUST | £3.3m | — | 0 | below | 0.0% | no doubt |
| The Gerald and Gail Ronson Family Foundation | £660k | — | — | below | — | no doubt |
| THE AURUM CHARITABLE TRUST | £1.8m | — | 0 | below | — | no doubt |
| BRAMPTON CHARITABLE TRUST | £101k | — | 0 | unclear | — | no doubt |