THE 1809 CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Objects
THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT TO FURTHER SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAWS OF ENGLAND AND WALES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.
Financial health, per its FY2026 accounts
The accounts state that the charity held free reserves of £8,646 at the end of the period, alongside bank balances of £8,672 and investments valued at £1,115,372 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 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 Limited was paid £6,483 (2025: £7,205) for trust administration and cash management fees during the year under review. These fees are authorised under clause 9 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 25/05/2026
- 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 25/05/2025
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 25/05/2026 | £31k | £28k |
| 25/05/2025 | £66k | £61k |
Common questions
Is THE 1809 CHARITABLE TRUST financially healthy?
Per its FY2026 accounts: The accounts state that the charity held free reserves of £8,646 at the end of the period, alongside bank balances of £8,672 and investments valued at £1,115,372 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 accounting records. Its FY2026 accounts were independently examined.