THE RUSSELL AND MARY FOREMAN 1980 CHARITABLE TRUST

Registered charity 281543 · accounts filings on the Charity Commission register

The advancement of animal welfare;The advancement of health or the saving of lives.Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Objects

(I) THE RELIEF OF NEED, HARDSHIP AND PHYSICAL AND MENTAL DISTRESS AMONG PERSONS IN ANY PART OF THE WORLD. (II) THE CARE AND PROTECTION OF ANIMALS OF ALL KINDS IN NEED OF CARE AND ATTENTION BY REASON OF SICKNESS, MALTREATMENT, POOR CIRCUMSTANCES, ILL-USAGE, OR OTHER SIMILAR CAUSES AND THE PREVENTION OF CRUELTY TO AND SUFFERING AMONG ANIMALS.

Area of benefit: WORLDWIDE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Animals · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Bristol, City of, South West, England (from the postcode on the register)

Latest income
£102k
Latest spending
£83k
Registered
1981
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that free reserves increased to £31,176, supported by bank balances of £102,742 and investments valued at £1,236,961 within the expendable endowment fund. The trustees pursue a policy of maintaining free reserves to cover future needs and contingencies. The independent examiner confirmed that no material matters came to their attention that would cause concern regarding the accounts or the charity's operations.

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

What the accounts disclose

Reserves policy: 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. (reserves figure: £31k)
“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.”
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Ludlow Trust Company Limited paid £8,585 for trust administration and cash management fees.
“Ludlow Trust Company Limited was paid £8,585 (2025: £2,545) for trust administration and cash management fees during the year under review. These fees are authorised under clause 8 of the trust deed.”
“During the year, the Charity received additional funds from the Marus Trust (a related trust) following the death of Mrs Foreman, due to her being a settlor of both Trusts.”
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Marus Trust (a related trust) provided additional funds.
“Ludlow Trust Company Limited was paid £8,585 (2025: £2,545) for trust administration and cash management fees during the year under review. These fees are authorised under clause 8 of the trust deed.”
“During the year, the Charity received additional funds from the Marus Trust (a related trust) following the death of Mrs Foreman, due to her being a settlor of both Trusts.”
Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2026

  • 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 31/03/2025

  • Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

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
31/03/2026£102k£83k
31/03/2025£18k£28k
31/03/2024£8k£32k
31/03/2023£6k£10k
31/03/2022£5k£3k

Common questions

Is THE RUSSELL AND MARY FOREMAN 1980 CHARITABLE TRUST financially healthy?

Per its FY2026 accounts: The accounts state that free reserves increased to £31,176, supported by bank balances of £102,742 and investments valued at £1,236,961 within the expendable endowment fund. The trustees pursue a policy of maintaining free reserves to cover future needs and contingencies. The independent examiner confirmed that no material matters came to their attention that would cause concern regarding the accounts or the charity's operations. Its FY2026 accounts were independently examined.