THE DUNCREGGAN TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
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?
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. 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 |
|---|---|---|---|---|---|---|
| THE DUNCREGGAN TRUST | £107k | — | 0 | above | — | no doubt |
| THE JOAN LYNETTE DALTON CHARITABLE TRUST | £120k | — | 0 | unclear | — | no doubt |
| Q CHARITABLE TRUST | £760k | — | 0 | below | — | no doubt |
| THE GOLDCREST CHARITABLE TRUST | £193k | — | 0 | unclear | — | no doubt |
| THE DISCWORLD FOUNDATION | £173k | — | 0 | unclear | — | no doubt |
| THE THOMPSON6 CHARITABLE TRUST | £99k | — | 0 | unclear | — | no doubt |