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THE CHARLOTTE TANA HEYMANN CHARITABLE TRUST

Registered charity 1141820 · accounts filings on the Charity Commission register

General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Causes: General Charitable Purposes · website · Get email alerts

Latest income
£46k
Latest spending
£61k
Registered
2011
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves decreased from £18,817 to £16,840 during the year, while unrestricted bank balances fell significantly from £54,109 to £11,149. The charity awarded £50,112 in grants and held £979,132 in endowment investments, with trustees pursuing a policy of maintaining free reserves to cover future needs and contingencies.

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

What the accounts disclose

Largest income source: none
“Income from investments” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: 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 (held: £17k)
“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.”
Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
25/03/2026£46k£61k
25/03/2025£57k£64k
25/03/2024£26k£58k
25/03/2023£18k£38k
25/03/2022£19k£11k

Common questions

Is THE CHARLOTTE TANA HEYMANN CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free reserves decreased from £18,817 to £16,840 during the year, while unrestricted bank balances fell significantly from £54,109 to £11,149. The charity awarded £50,112 in grants and held £979,132 in endowment investments, with trustees pursuing a policy of maintaining free reserves to cover future needs and contingencies. Its FY2025 accounts were independently examined.