THE DUNCREGGAN TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity held free reserves of £99,222 at the end of the reporting period, compared to £1,845 in the previous year. The charity also maintained bank balances of £1,256,043 and expendable endowment investments valued at £57,288. No funds were held in deficit, and the trustees pursued a policy of maintaining free reserves to cover future needs and contingencies.
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 £9,457 for trust administration and cash management fees during the year under review.”
“Ludlow Trust Company Ltd was paid £9,457 for trust administration and cash management fees during the year under review. These fees are authorised under clause 9 of the trust deed.”
Trustees
- HELEN FLEURE DOREY
- Ludlow Trust Company Ltd
- Rowan Mary Jarvis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 27/09/2025 | £107k | £9k |
| 27/09/2024 | £0 | £3k |
Common questions
Is THE DUNCREGGAN TRUST financially healthy?
The accounts state that the charity held free reserves of £99,222 at the end of the reporting period, compared to £1,845 in the previous year. The charity also maintained bank balances of £1,256,043 and expendable endowment investments valued at £57,288. No funds were held in deficit, and the trustees pursued a policy of maintaining free reserves to cover future needs and contingencies. Its FY2025 accounts were independently examined.