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THE BLOOMFIELD CHARITABLE TRUST

Registered charity 1145866 · 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 · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£486k
Latest spending
£520k
Registered
2012
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that total funds amounted to £15,617,473, with unrestricted free reserves of £3,892. The trustees do not consider the charity needs to maintain significant free reserves given the availability of the expendable endowment fund. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Additions from settlors (92% of income)
“Incoming resources for the year amounted to £486,333 (2025: £498,012) comprising of income from investments of £185,249 (2025: £169,394) and transfers from endowment funds of £301,084 (2025: £328,618). Additions from settlors to the endowment fund during the year totalled £2,165,090 (2025: £1,776,164).” — page 4
Per its FY2026 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £4k)
“Given the availability of the expendable endowment fund the trustees do not consider that the charity needs to maintain any significant free reserves although they recognise that such reserves will arise from time to time.” — page 4
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Ludlow Trust Company Limited charged fees for the provision of administrative services of £40,128 (2025: £36,746), shown in note 4. As at the balance sheet £4,224 (2025: £3,823) is accrued and payable to the Ludlow Trust Company Limited. The fees are authorised under clause 6 of the trust deed.
“Ludlow Trust Company Limited charged fees for the provision of administrative services of £40,128 (2025: £36,746), shown in note 4. As at the balance sheet £4,224 (2025: £3,823) is accrued and payable to the Ludlow Trust Company Limited. The fees are authorised under clause 6 of the trust deed.” — page 15
Per its FY2026 accounts as filed with the Charity Commission.

Accounts audited by Blue Spire Limited. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 06/02/2024)

Total income
£562k
Total spending
£525k
Cost of raising funds
£28k
Reserves (reported)
£107k
Employees
0

Reported reserves equal ~2.4 months of spending — in the bottom quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Other (60% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 5.0% of total income — above the median for charities its size (2.9%) (benchmarks).

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
06/02/2026£486k£520k
06/02/2025£498k£686k
06/02/2024£562k£525k
06/02/2023£156k£487k
06/02/2022£582k£617k

Common questions

Is THE BLOOMFIELD CHARITABLE TRUST financially healthy?

Per its FY2026 accounts: The accounts state that total funds amounted to £15,617,473, with unrestricted free reserves of £3,892. The trustees do not consider the charity needs to maintain significant free reserves given the availability of the expendable endowment fund. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2026 accounts were audited by Blue Spire Limited.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE JOYCE LOMAX BULLOCK CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE BLOOMFIELD CHARITABLE TRUST£486k—0below—no doubt
THE JOYCE LOMAX BULLOCK CHARITABLE TRUST FY2026£121k—0unclear—no doubt
THE THOMPSON6 CHARITABLE TRUST FY2025£99k—0unclear—no doubt
THE BLYTH CHARITABLE TRUST FY2025£365k—0above—no doubt
Q CHARITABLE TRUST FY2024£760k—0below—no doubt
MCGRATH TAYLOR FAMILY CHARITABLE TRUST FY2025£109k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.