URSULA LODGES TRUST
Sheltered Accommadation for the elderly.
Objects
BENEFIT OF ALMSPEOPLE WHO SHALL BE POOR SPINSTERS OF NOT LESS THAN 45 YEARS OF AGE WHO ARE MEMBERS OF CHURCH OF ENGLAND.
Financial health, per its FY2026 accounts
The accounts state that the Trust reported a surplus of £36,080 for the year ended 31 March 2026, bringing total reserves to £239,184. The Trustees consider there are no material uncertainties regarding the Trust's ability to continue as a going concern. The financial statements were prepared on a receipts and payments basis with minor accruals.
What the accounts disclose
“The Charity Commissioners specify that amounts should be set aside for future maintenance costs. From 1 April 1995, expenditure incurred of a capital nature relating to the building is charged in the income and expenditure account under the heading of major repairs. Transfers to the designated reserve are determined by the Trustees each year after taking into account any expenditure incurred in a financial year.” — page 9
“Donations (Chislehurst & Sidcup Housing Assoc.) -” — page 7
Policies the charity declares
- 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
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
Trustees
- ANGELA GEORGE
- Julian Miles
- Mary Loftus
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £64k | £28k |
| 31/03/2025 | £59k | £28k |
| 31/03/2024 | £57k | £46k |
| 31/03/2023 | £45k | £29k |
| 31/03/2022 | £42k | £41k |
Common questions
Is URSULA LODGES TRUST financially healthy?
Per its FY2026 accounts: The accounts state that the Trust reported a surplus of £36,080 for the year ended 31 March 2026, bringing total reserves to £239,184. The Trustees consider there are no material uncertainties regarding the Trust's ability to continue as a going concern. The financial statements were prepared on a receipts and payments basis with minor accruals. Its FY2026 accounts were audited by Cooper & Co.