THE JOAN LYNETTE DALTON CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Financial health, per its FY2025 accounts
The accounts state that total incoming resources were £51,023, while grants awarded totaled £142,722, with the shortfall funded by a transfer from the expendable endowment fund. At year-end, unrestricted free reserves stood at £8,740, which the trustees consider modest but appropriate given the availability of the larger endowment fund. The independent examiner confirmed that no material matters came to their attention regarding the accounts.
What the accounts disclose
“Total incoming resources for the year were £51,023 (2024: £34,528), comprising investment income and bank interest.”
“The trustees aim to maintain a modest level of free reserves to provide flexibility in the timing of grant-making and to meet ongoing administration costs. Given the availability of the expendable endowment fund, which can be drawn upon at the trustees’ discretion, the charity does not consider it necessary to hold significant unrestricted reserves.”
“Ludlow Trust Company (Southampton) Ltd (previously known as HSBC but was taken over on 1 March 2025) was paid £27,187 (2024: £20,790) for trust administration fees and investment management fees during the year under review.”
“No trustee received any remuneration or was reimbursed for any expenses in the year under review.”
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 27/12/2025 | £120k | £171k |
| 27/12/2024 | £49k | £24k |
| 05/04/2024 | £55k | £79k |
| 05/04/2023 | £40k | £52k |
| 05/04/2022 | £28k | £64k |
Common questions
Is THE JOAN LYNETTE DALTON CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total incoming resources were £51,023, while grants awarded totaled £142,722, with the shortfall funded by a transfer from the expendable endowment fund. At year-end, unrestricted free reserves stood at £8,740, which the trustees consider modest but appropriate given the availability of the larger endowment fund. The independent examiner confirmed that no material matters came to their attention regarding the accounts. Its FY2025 accounts were independently examined.
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE JOAN LYNETTE DALTON CHARITABLE TRUST | £120k | — | 0 | unclear | — | no doubt |
| MILLIE'S WATCH | £112k | — | 0 | unclear | — | no doubt |
| Q CHARITABLE TRUST | £760k | — | 0 | below | — | no doubt |
| PAULINE MEREDITH CHARITABLE TRUST | £185k | — | 0 | unclear | — | no doubt |
| THE THOMPSON6 CHARITABLE TRUST | £99k | — | 0 | unclear | — | no doubt |
| THE PAULINE BISHOP CHARITABLE TRUST | £110k | — | 0 | unclear | — | no doubt |