THE BARHAM CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Objects
1 TO FURTHER SUCH 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.2 THE TRUSTEES SHALL APPLY THE INCOME AND, IN THEIR ABSOLUTE DISCRETION, THE CAPITAL OF THE TRUST IN PROMOTING THE OBJECTS IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT AND IN DOING SO MAY MAKE GRANTS AND DONATIONS TO SUCH INSTITUTIONS, FOUNDATIONS, TRUSTS, INDIVIDUALS AND UNDERTAKINGS, AT SUCH TIME, IN SUCH MANNER AND OF SUCH AMOUNT AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The accounts state that free reserves were £2,740 at the end of the reporting period, with additional bank balances of £10,914 and investments valued at £89,327 within the expendable endowment fund. The trustees pursue a policy of maintaining free reserves to cover future needs, opportunities, contingencies, and risks. The independent examiner confirmed that no material matters came to their attention that would cause them to believe the accounts were not properly prepared.
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.”
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
Trustees
- Dr EUGENIA METAXA-BARHAM
- Dr JOHN PETER BARHAM
- LUDLOW TRUST COMPANY LTD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £89k | £90k |
| 31/03/2024 | £6k | £48k |
| 31/03/2023 | £9k | £87k |
| 31/03/2022 | £59k | £59k |
| 31/03/2021 | £74k | £80k |
Common questions
Is THE BARHAM CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that free reserves were £2,740 at the end of the reporting period, with additional bank balances of £10,914 and investments valued at £89,327 within the expendable endowment fund. The trustees pursue a policy of maintaining free reserves to cover future needs, opportunities, contingencies, and risks. The independent examiner confirmed that no material matters came to their attention that would cause them to believe the accounts were not properly prepared. Its FY2025 accounts were independently examined.