THE ROY PROCTOR FOUNDATION
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 OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF SUCH CHARITIES OR SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAWS OF ENGLAND AND WALES IN ANY PART OF THE WORLD (OBJECTS) AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.
Financial health, per its FY2026 accounts
The accounts state that total incoming resources were £20,354, while total payments including grants and fees amounted to £398,154, with the shortfall funded by transfers from endowment funds. At year-end, the charity held unrestricted free reserves of £15,000 and an expendable endowment fund valued at £945,809. The trustees reported no funds in deficit and no material uncertainties regarding the charity's continuation.
What the accounts disclose
“Total incoming resources for the year were £20,354 (2025: £21,511), comprising investment income and bank interest.”
“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.”
“No trustee received any remuneration or was reimbursed for any expenses in the year under review. Ludlow Trust Company Ltd was paid £8,096 (2025: £7,011) for trust administration and cash management fees during the year under review.”
“Ludlow Trust Company Ltd was paid £8,096 (2025: £7,011) for trust administration and cash management fees during the year under review. These fees are authorised under clause 6 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 03/03/2026
- 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 03/03/2025
- 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 03/03/2024
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 03/03/2022 (received 04/01/2023, 1 day after the 03/01/2023 due date).
Trustees
- JAMES PROCTOR
- JONATHAN PROCTOR
- LUDLOW TRUST COMPANY LTD
- SHARON PROCTOR
- VICTORIA PROCTOR
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 03/03/2026 | £75k | £95k |
| 03/03/2025 | £28k | £11k |
| 03/03/2024 | £15k | £88k |
| 03/03/2023 | £10k | £13k |
| 03/03/2022 | £88k | £93k |
Common questions
Is THE ROY PROCTOR FOUNDATION financially healthy?
Per its FY2026 accounts: The accounts state that total incoming resources were £20,354, while total payments including grants and fees amounted to £398,154, with the shortfall funded by transfers from endowment funds. At year-end, the charity held unrestricted free reserves of £15,000 and an expendable endowment fund valued at £945,809. The trustees reported no funds in deficit and no material uncertainties regarding the charity's continuation. Its FY2026 accounts were independently examined.
Charities like this
- THE ALBERT EDWARD PROCTER CHARITABLE TRUST
- THE MARJORIE PURSER TRUST
- THE TOR TRUST
- THE JOAN LYNETTE DALTON CHARITABLE TRUST
- MISS PATRICIA ANN HERBERTS CHARITABLE TRUST
- THE THOMPSON6 CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROY PROCTOR FOUNDATION | £75k | — | — | unclear | — | no doubt |
| THE ALBERT EDWARD PROCTER CHARITABLE TRUST | £33k | — | 0 | unclear | — | no doubt |
| THE MARJORIE PURSER TRUST | £48k | — | 0 | unclear | — | no doubt |
| THE TOR TRUST | £27k | — | — | below | — | no doubt |
| THE JOAN LYNETTE DALTON CHARITABLE TRUST | £120k | — | — | unclear | — | no doubt |
| MISS PATRICIA ANN HERBERTS CHARITABLE TRUST | £61k | — | — | unclear | — | no doubt |