THE HELIANTHUS CHARITABLE TRUST

Registered charity 1130451 · accounts filings on the Charity Commission register

General Charitable Purposes with preference for local charities in Berkshire, Buckinghamshire and Oxfordshire. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Objects

2.2 THE OBJECTS ("THE OBJECTS") OF THE TRUST ARE TO FURTHER SUCH OBJECTS OR PURPOSESWHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANYPART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTEDISCRETION THINK FIT.2.3 THE TRUSTEES SHALL APPLY THE INCOME AND, IN THEIR ABSOLUTE DISCRETION, THE CAPITAL OFTHE TRUST IN PROMOTING THE OBJECTS IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTEDISCRETION THINK FIT AND IN DOING SO MAY MAKE GRANTS AND DONATIONS TO SUCHINSTITUTIONS, FOUNDATIONS, TRUSTS, INDIVIDUALS AND UNDERTAKINGS, AT SUCH TIME AND INSUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit: UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS

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

Causes: General Charitable Purposes · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity held free reserves of £37,795 at the end of the reporting period, down from £48,011 in the previous year. The trustees pursue a policy of maintaining free reserves to cover future needs, contingencies, and risks, with no funds reported in deficit. The charity made grants totaling £50,950 during the year.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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.

• 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 · trustee networks

• LUDLOW TRUST COMPANY LTD · trustee of 138 other charities

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

Operates in: Throughout England And Wales

Income and spending

Common questions