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.
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
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.