THE JOAN LYNETTE DALTON CHARITABLE TRUST

Registered charity 1154521 · accounts filings on the Charity Commission register

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

Objects

TO PAY OR APPLY THE INCOME OF THE TRUST WITH POWER IN ITS ABSOLUTE DISCRETION FROM TIME TO TIME TO PAY OR APPLY THE WHOLE OR ANY PART OR PARTS OF THE CAPITAL OF THE TRUSTTO OR FOR THE BENEFIT OF ALL OR SUCH ONE OR MORE OF THE CHARITIES (AS HEREINAFTER DEFINED) IN SUCH SHARES IF MORE THAN ONE AND IN SUCH MANNER AS THE COMPANY SHALL FROM TIME TO TIME IN ITS ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE COMPANY SHALL ALSO HAVE POWER (NOTWITHSTANDING THE FOREGOING TRUSTS IN RESPECT OF SUCH INCOME) DURING THE PERIOD OF TWENTY ONE YEARS FROM MY DEATH IF IN ITS ABSOLUTE DISCRETION IT SHALL THINK FIT FROM TIME TO TIME TO ACCUMULATE ALL OR ANY PART OF THE INCOME OF THE TRUST BY INVESTING THE SAME AND THE RESULTING INCOME THEREOF IN ANY INVESTMENTS HEREBY AUTHORISED AND ADDING THE ACCUMULATIONS TO THE CAPITAL OF THE TRUST.THE CHARITIES MEANS: PDSA, CANCER RESEARCH UK, SCOPE, ARTHRITIS RESEARCH UK, THE NATIONAL ANIMAL WELFARE TRUST, NSPCC, THE STROKE UNIT AT CHRISTCHURCH HOSPITAL, THE COMPANY MAY INCLUDE SIMILAR CHARITIES DEALING WITH CHILDREN, ANIMALS, CANCER RESEARCH AND THE RESEARCH OF DISEASES OF THE ELDERLY

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 · The Advancement Of Health Or Saving Of Lives · Animals · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Winchester, South East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The charity reported total incoming resources of £51,023, primarily from investment income and bank interest. It made grants totaling £142,722, funded in part by a transfer from its expendable endowment fund. At year-end, the charity held unrestricted free reserves of £8,740, which the trustees consider modest but appropriate given the availability of the larger endowment fund.

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 3 of 6 completeness components.

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
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• LUDLOW TRUST COMPANY (SOUTHAMPTON) LTD · trustee of 113 other charities

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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Semantically similar by activities and financial character, from our analysed corpus. Compare with MISS PATRICIA ANN HERBERTS CHARITABLE TRUST.

• MISS PATRICIA ANN HERBERTS CHARITABLE TRUST income £61k
• THE DENNARD FAMILY CHARITABLE TRUST income £27k
• SEAVIEW CHARITABLE TRUST income £102k
• THE THOMPSON6 CHARITABLE TRUST income £99k
• THE KATHLEEN LAURENCE TRUST income £93k
• DILYS JOYCE COLEMAN CHARITABLE TRUST income £39k

Side by side with its peers

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