THE LINDEN CHARITABLE TRUST
Objectives of the charity are defined widely in the governing document to include any charitable activity.Trustees have considered the Commissions guidance on public benefit & currently Trustees policy is to benefit charities specialising in cancer relief & research,those particularly involved with hospices,those involved in arts & also a wider range of charities based in & around Leeds,WYorks.
Objects
TO HOLD THE INCOME AND CAPITAL UPON TRUST FOR ANY SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £3,394,734, which the trustees consider sufficient to meet necessary costs over the next year. The charity reported a net movement in funds of a loss of £32,773 for the year, driven by a revaluation loss on investments, though it remains reliant on its investment portfolio for income.
What the accounts disclose
“The Trustees intention is to hold the investment portfolio at a consistent level (subject to market fluctuations) and expend any income received in the year on charitable purposes.”
“One trustee is paid to provide professional accountancy services via a related party, details of the costs are captured in note 6 of the accounts £1,450 (2024 £1,450).” — page 17
“One trustee is paid to provide professional accountancy services via a related party, details of the costs are captured in note 6 of the accounts £1,450 (2024 £1,450). All other trustees give their time and expertise freely.” — page 17
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- ROBERT WH SWALESchair
- JOHN FH SWALES
- Kathryn Anne Swales
- Margaret Gray Swales
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £92k | £101k |
| 05/04/2024 | £81k | £115k |
| 05/04/2023 | £70k | £120k |
| 05/04/2022 | £66k | £52k |
| 05/04/2021 | £64k | £264k |
Common questions
Is THE LINDEN CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £3,394,734, which the trustees consider sufficient to meet necessary costs over the next year. The charity reported a net movement in funds of a loss of £32,773 for the year, driven by a revaluation loss on investments, though it remains reliant on its investment portfolio for income. Its FY2025 accounts were independently examined.