CARR-ELLISON FAMILY CHARITABLE TRUST
Making charitable grants and donations as determined by the Trustees
Objects
THE RELIEF OF POVERTY OR THE ADVANCEMENT OF EDUCATION.
Financial health, per its FY2025 accounts
The accounts state that the Trust's unrestricted reserves stood at £178,247, which is above its stated policy of operating with no reserves as it aims to distribute unrestricted income. The Trust reported a net loss of £111,766 for the year, primarily driven by an unrealised loss on investments of £128,745, while total assets less current liabilities decreased to £2,849,375 from £2,961,141 in the prior year.
What the accounts disclose
“The Trust operates with no reserves as the Trustees’ policy is to distribute the unrestricted fund income.” — page 5
“During the year, the Trust was recharged £918 (2024: £981) for its share of office costs which were incurred by Carr-Ellison Farms. Mr J M Cart-Ellison and Mrs C Carr-Ellison are directors of Carr-Eilison Farms as well as Trustees of the Trust.” — page 18
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Structured financials (annual return, FY ending 31/03/2022)
Trustees
- John McMorrough Carr-Ellisonchair
- Catherine Carr-Ellison
- ROBERT ALEXANDER DICKINSON
- ROSE ALICE SHAW
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £78k | £61k |
| 31/03/2024 | £84k | £51k |
| 31/03/2023 | £65k | £61k |
| 31/03/2022 | £904k | £90k |
| 31/03/2021 | £51k | £37k |
Common questions
Is CARR-ELLISON FAMILY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Trust's unrestricted reserves stood at £178,247, which is above its stated policy of operating with no reserves as it aims to distribute unrestricted income. The Trust reported a net loss of £111,766 for the year, primarily driven by an unrealised loss on investments of £128,745, while total assets less current liabilities decreased to £2,849,375 from £2,961,141 in the prior year. Its FY2025 accounts were independently examined.