THE ACCOMPLISHMENT TRUST
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.
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 £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.”
“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.”
“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.”
“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.”
Trustees
- Alys Barber
- Ludlow Trust Company Ltd
- SIR MICHAEL BAYLDON BARBER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 12/12/2025 | £166k | £160k |
| 12/12/2024 | £88k | £82k |
Common questions
Is THE ACCOMPLISHMENT TRUST financially healthy?
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.