THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Objects
THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY-ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AN AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THE RIGHT OF THE TRUSTEES TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.
Financial health, per its FY2025 accounts
The accounts state that the charity held free reserves of £203 at the end of the reporting period, a significant decrease from £36,730 in the previous year. The trustees maintain a policy of holding free reserves to cover future needs and contingencies, while also holding £1,077,434 in expendable endowment investments. No funds were in deficit and no material uncertainties regarding going concern were identified.
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.”
“Ludlow Trust Company Ltd was paid £8,751 (2024: £8,556) for trust administration and Cash management fees during the year under review. These fees are authorised under clause 13 of the trust deed.”
“Ludlow Trust Company Ltd was paid £8,751 (2024: £8,556) for trust administration and Cash management fees during the year under review. These fees are authorised under clause 13 of the trust deed.”
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
- 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)
Self-declared on the annual return for the financial year ending 13/09/2025
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 13/09/2024
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 13/09/2023
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 13/09/2025 | £77k | £119k |
| 13/09/2024 | £39k | £14k |
| 13/09/2023 | £25k | £61k |
| 13/09/2022 | £21k | £34k |
| 13/09/2021 | £17k | £32k |
Common questions
Is THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity held free reserves of £203 at the end of the reporting period, a significant decrease from £36,730 in the previous year. The trustees maintain a policy of holding free reserves to cover future needs and contingencies, while also holding £1,077,434 in expendable endowment investments. No funds were in deficit and no material uncertainties regarding going concern were identified. 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 |
|---|---|---|---|---|---|---|
| THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST | £77k | — | 0 | unclear | — | no doubt |
| THE THOMAS MOFFITT CLARK CHARITABLE TRUST | £70k | — | 0 | unclear | — | no doubt |
| THE MAURICE HENRY ROE CHARITABLE TRUST | £33k | — | 0 | unclear | — | no doubt |
| THE CHARLOTTE TANA HEYMANN CHARITABLE TRUST | £46k | — | — | unclear | — | no doubt |
| THE LINDLEY FOUNDATION | £52k | — | 0 | unclear | — | no doubt |
| THE ANTHONY SCHOLEFIELD FOUNDATION | £92k | — | 0 | unclear | — | no doubt |