ELIZABETH ALLEN TRUST
Educational grants to (a) voluntary aided schools and (b) any such school in the area of benefit; (c) individuals under 25 years who are resident, attend college or further education, or are employed in the area of benefit and are in need of financial assistance for educational or preparation for entry into employment purposes. Grants are not available towards private school fees.
Objects
A) IN MAKING PAYMENTS TO THE GOVERNORS OR MANAGERS OF ANY VOLUNTARY AIDED SCHOOL IN THE AREA OF BENEFIT TO BE APPLIED BY SUCH GOVERNORS OR MANAGERS IN DISCHARGING THEIR OBLIGATIONS UNDER THE EDUCATION ACTS 1944-73. B) IN OR TOWARDS PROVIDING SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR ANY SUCH SCHOOL. (FOR FURTHER DETAILS SEE CLAUSE 26 OF SCHEME)
Financial health, per its FY2025 accounts
The accounts state that the charity holds total funds of £1,054,418, comprising a restricted fund of £964,457 and an unrestricted general fund of £89,961. The trustees consider the trust to be in a satisfactory financial position, noting that expenditure is a function of investment income and the risk factor for integrity is low. The charity does not carry out fundraising activities and aims to keep unrestricted general funds to a minimum.
What the accounts disclose
“The Trustees continue to promote awareness of the available funds so that in future unrestricted general funds wili be kept to a minimum.” — page 4
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
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
Trustees
- PETER DOUGLAS ZIMANchair
- ALEXANDER WALKER WISHART
- DIXIE LOCKE
- GORDON NICHOLS
- MICHAEL TANG
- RUTH DYER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £34k | £36k |
| 31/08/2024 | £34k | £26k |
| 31/08/2023 | £33k | £39k |
| 31/08/2022 | £30k | £36k |
| 31/08/2021 | £28k | £27k |
Common questions
Is ELIZABETH ALLEN TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds total funds of £1,054,418, comprising a restricted fund of £964,457 and an unrestricted general fund of £89,961. The trustees consider the trust to be in a satisfactory financial position, noting that expenditure is a function of investment income and the risk factor for integrity is low. The charity does not carry out fundraising activities and aims to keep unrestricted general funds to a minimum. Its FY2025 accounts were independently examined.