THE DIXIE ROSE FINDLAY CHARITABLE TRUST
General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com
Objects
INCOME TO BE APPLIED TO SUCH CHARITABLE FOUNDATIONS AND FOR SUCH CHARITABLE PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES, AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.
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.
What the accounts disclose
“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
“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
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
- Safeguarding vulnerable beneficiaries
- 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 17/01/2026
- 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 17/01/2025
- 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 05/04/2024
- Grant-making is its main activity
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
- THE LINDLEY FOUNDATION
- INTRUST
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- THE HARGREAVES CHARITABLE TRUST
- THE DICKINSON CHARITABLE TRUST
- THE FIELDROSE CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE DIXIE ROSE FINDLAY CHARITABLE TRUST | £171k | — | 0 | below | — | no doubt |
| THE LINDLEY FOUNDATION | £52k | — | 0 | unclear | — | no doubt |
| INTRUST | £482k | — | — | unclear | — | no doubt |
| THE LIDBURY FAMILY TRUST | £123k | — | 0 | above | — | no doubt |
| THE HARGREAVES CHARITABLE TRUST | £169k | — | 0 | unclear | — | no doubt |
| THE DICKINSON CHARITABLE TRUST | £76k | — | 0 | unclear | — | no doubt |