THE ACCOMPLISHMENT TRUST

Registered charity 1206497 · 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
£166k
Latest spending
£160k
Registered
2024
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves were £15,035, with additional bank balances of £130,327 and investments valued at £2,599,549 within the expendable endowment fund. The trustees pursue a policy of maintaining free reserves to cover future needs, opportunities, contingencies, and risks. The independent examiner confirmed that no material matters came to their attention that would cause concern regarding the accounts or the keeping of accounting records.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: none
“Income From Investments Interest Received”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: 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 (held: £15k)
“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.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Ludlow Trust Company Ltd paid £14,362 for trust administration and cash management fees.
“Ludlow Trust Company Ltd was paid £14,362 for trust administration and cash management fees during the year under review. These fees are authorised under clause 9 of the trust deed.”
“Sir Michael Barber declared that he is the Chancellor of the University of Exeter and therefore did not take part in the decision to award the grant.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Sir Michael Barber declared interest as Chancellor of University of Exeter regarding a grant to the University.
“Ludlow Trust Company Ltd was paid £14,362 for trust administration and cash management fees during the year under review. These fees are authorised under clause 9 of the trust deed.”
“Sir Michael Barber declared that he is the Chancellor of the University of Exeter and therefore did not take part in the decision to award the grant.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Sir Michael Barber declared interest as Chairman of Somerset County Cricket Club regarding a grant to Somerset Cricket Foundation.
“Ludlow Trust Company Ltd was paid £14,362 for trust administration and cash management fees during the year under review. These fees are authorised under clause 9 of the trust deed.”
“Sir Michael Barber declared that he is the Chancellor of the University of Exeter and therefore did not take part in the decision to award the grant.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Alys Barber did not participate in grant decisions due to kinship with Sir Michael Barber.
“Ludlow Trust Company Ltd was paid £14,362 for trust administration and cash management fees during the year under review. These fees are authorised under clause 9 of the trust deed.”
“Sir Michael Barber declared that he is the Chancellor of the University of Exeter and therefore did not take part in the decision to award the grant.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
12/12/2025£166k£160k
12/12/2024£88k£82k

Common questions

Is THE ACCOMPLISHMENT TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free reserves were £15,035, with additional bank balances of £130,327 and investments valued at £2,599,549 within the expendable endowment fund. The trustees pursue a policy of maintaining free reserves to cover future needs, opportunities, contingencies, and risks. The independent examiner confirmed that no material matters came to their attention that would cause concern regarding the accounts or the keeping of accounting records. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE LINMARDON TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ACCOMPLISHMENT TRUST£166k—0unclear—no doubt
THE LINMARDON TRUST FY2025£112k—0unclear—no doubt
PAULINE MEREDITH CHARITABLE TRUST FY2025£185k—0unclear—no doubt
Q CHARITABLE TRUST FY2024£760k—0below—no doubt
MILLIE'S WATCH FY2025£112k—0unclear—no doubt
THE JOAN LYNETTE DALTON CHARITABLE TRUST FY2025£120k—0unclear—no doubt

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