ESTATE CHARITY OF ALICE,DUCHESS DUDLEY
Financial health, per its FY2025 accounts
The accounts state that total income for the year was £243,786, with total expenditure of £196,888, resulting in a net movement in funds of £113,632. Per the trustees' report, the charity does not actively fundraise and relies on investment income and rents to maintain distributions to beneficiaries. The charity holds unrestricted reserves of £2,200,978, which the trustees consider sufficient as they retain such sums as they think fit in accordance with the trust deed.
What the accounts disclose
“In accordance with the terms of the trust deed, it is the policy of the charity to retain from income as an addition to unrestricted funds, which are the free reserves of the charity, such reasonable sums as the trustees think fit.” — page 5
“Mr Nicholas Barlow, Clerk to the Trustees, of Barlow Associates Limited, was paid £18,520 (2024 £19,178) for management, other professional fees and expenses, including rent and insurance reviews, in relation to the Charity.” — page 15
Trustees
- JANET ELEANOR BIRDchair
- BARRY LUDLOW GREEN
- CHRISTOPHER PHILIP STRATTON
- Camilla Leigh The Hon
- Charles Edward Atcheson Haselwood
- HAMISH GRAY-CHEAPE
- JONATHAN CHAMBERS
- Magnus Courtenay Birch Throckmorton
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £233k | £230k |
| 30/06/2024 | £220k | £181k |
| 30/06/2023 | £211k | £186k |
| 30/06/2022 | £215k | £159k |
| 30/06/2021 | £190k | £141k |
Common questions
Is ESTATE CHARITY OF ALICE,DUCHESS DUDLEY financially healthy?
The accounts state that total income for the year was £243,786, with total expenditure of £196,888, resulting in a net movement in funds of £113,632. Per the trustees' report, the charity does not actively fundraise and relies on investment income and rents to maintain distributions to beneficiaries. The charity holds unrestricted reserves of £2,200,978, which the trustees consider sufficient as they retain such sums as they think fit in accordance with the trust deed. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE JD FOUNDATION | 1 | £561k |
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £102k |
| DILLHAVEN LIMITED | 1 | £71k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| J & J CHARITABLE TRUST LIMITED | 1 | £17k |
| KTRUST LIMITED | 1 | £12k |