DILYS JOYCE COLEMAN CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Objects
THE OBJECTS ARE TO PROMOTE SUCH PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SHALL AT THEIR ABSOLUTE DISCRETION DETERMINE.THE TRUSTEES MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE CHARITY IN PROMOTING THE OBJECTS
Financial health, per its FY2025 accounts
The accounts state that the charity held free reserves of £31,743 at the end of the reporting period, alongside an expendable endowment fund with investments valued at £1,052,650. The trustees pursue a policy of maintaining free reserves to cover future needs, contingencies, and risks, and the independent examiner confirmed no material matters required attention for a proper understanding of the accounts.
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
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 01/04/2025 | £31k | £14k |
| 05/04/2024 | £22k | £35k |
| 05/04/2023 | £21k | £29k |
| 05/04/2022 | £22k | £50k |
| 05/04/2021 | £23k | £26k |
Common questions
Is DILYS JOYCE COLEMAN CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity held free reserves of £31,743 at the end of the reporting period, alongside an expendable endowment fund with investments valued at £1,052,650. The trustees pursue a policy of maintaining free reserves to cover future needs, contingencies, and risks, and the independent examiner confirmed no material matters required attention for a proper understanding of the accounts. Its FY2025 accounts were independently examined.