THE JOHN SLATER FOUNDATION
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 £85,380 at the end of the reporting period, alongside surplus bank balances of £19,352 and endowment investments valued at £5,063,165. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks, noting that the overall fund position is acceptable despite potential timing-related deficits.
What the accounts disclose
“Income from investments” — page 7
“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.”
“During the period, Ludlow Trust Company (Southampton) Limited (formerly HSBC Trust Company (UK) Limited) were paid £34,957 (year ended 5 April 2024: £41,055 for the provision of administrative services. These fees are authorised under clause 10 of the trust deed.”
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 03/08/2025 | £213k | £227k |
| 05/04/2024 | £109k | £129k |
| 05/04/2023 | £103k | £176k |
| 05/04/2022 | £101k | £229k |
| 05/04/2021 | £126k | £177k |
Common questions
Is THE JOHN SLATER FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity held free reserves of £85,380 at the end of the reporting period, alongside surplus bank balances of £19,352 and endowment investments valued at £5,063,165. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks, noting that the overall fund position is acceptable despite potential timing-related deficits. 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 JOHN SLATER FOUNDATION | £213k | — | 0 | unclear | — | no doubt |
| THE JOAN LYNETTE DALTON CHARITABLE TRUST | £120k | — | 0 | unclear | — | no doubt |
| THE KATHLEEN SMITH FOUNDATION | £103k | — | 0 | unclear | — | no doubt |
| MILLIE'S WATCH | £112k | — | 0 | unclear | — | no doubt |
| THE JECTUS CHARITABLE FOUNDATION | £207k | — | 0 | unclear | — | no doubt |
| WHEELER MILL FOUNDATION | £118k | — | 0 | unclear | — | no doubt |