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THE DIXIE ROSE FINDLAY CHARITABLE TRUST

Registered charity 251661 · accounts filings on the Charity Commission register

General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income
£171k
Latest spending
£80k
Registered
1967
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that the charity generated £135,504 in investment income and spent £41,606 on charitable activities, resulting in a net increase in cash funds. The trustees report that unrestricted funds are paid to beneficiaries throughout the year and no specific reserves policy is maintained. The independent examiner confirmed that no material matters came to their attention during the examination of the accounts.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £58k)
“The unrestricted funds, which are the free reserves of the charity, and which are represented by the income arising are paid over to beneficiaries throughout the year. It is not the policy of the charity to maintain specific reserves.” — page 4
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: The Corporate Trustee and the Investment Manager are both wholly owned subsidiaries of HSBC Holdings plc. In addition to the fees shown on page 6, as a result of the acquisition and disposal of investments, the charity pays transaction charges to HSBC Bank plc.
“The Corporate Trustee and the Investment Manager are both wholly owned subsidiaries of HSBC Holdings plc. In addition to the fees shown on page 6, as a result of the acquisition and disposal of investments, the charity pays transaction charges to HSBC Bank plc. The charges are calculated on a sliding scale at a percentage of the transactions value plus VAT and are added to or deducted from the cost of the investments or the disposal proceeds in accordance with UK standard accounting practice.” — page 5
Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
17/01/2026£171k£80k
17/01/2025£169k£180k
05/04/2024£125k£239k
05/04/2023£120k£159k
05/04/2022£115k£164k

Common questions

Is THE DIXIE ROSE FINDLAY CHARITABLE TRUST financially healthy?

Per its FY2026 accounts: The accounts state that the charity generated £135,504 in investment income and spent £41,606 on charitable activities, resulting in a net increase in cash funds. The trustees report that unrestricted funds are paid to beneficiaries throughout the year and no specific reserves policy is maintained. The independent examiner confirmed that no material matters came to their attention during the examination of the accounts. Its FY2026 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE LIDBURY FAMILY TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE DIXIE ROSE FINDLAY CHARITABLE TRUST£171k—0below—no doubt
THE LIDBURY FAMILY TRUST FY2025£123k—0above—no doubt
MILLIE'S WATCH FY2025£112k—0unclear—no doubt
THE DISCWORLD FOUNDATION FY2025£173k—0unclear—no doubt
THE HARGREAVES CHARITABLE TRUST FY2026£169k—0unclear—no doubt
THE BLOOMFIELD CHARITABLE TRUST FY2026£486k—0below—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.