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A J H ASHBY WILL TRUST

Registered charity 803291 · accounts filings on the Charity Commission register

General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Causes: General Charitable Purposes · Get email alerts

Latest income
£56k
Latest spending
£64k
Registered
1990
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves were £6,955, with additional bank balances of £13,142 and investments valued at £1,580,450 within the expendable endowment fund. The trustees pursue a policy of maintaining free reserves to cover future needs, opportunities, contingencies, and risks. 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 FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Sale of investments (94% of income)
“Total receipts 53,738 - 781,419 835,157 672,302”
Per its FY2025 accounts as filed with the Charity Commission.
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 (held: £7k)
“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 FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Ludlow Trust Company (Southampton) Ltd is the corporate trustee and received £2,362.87 for trust administration.
“Ludlow was paid £2,362.87 for trust administration during the year under review. HSBC was paid £23,577.69 for trust administration and investment management during the year under review.”
“Ludlow was paid £2,362.87 for trust administration during the year under review. HSBC was paid £23,577.69 for trust administration and investment management during the year under review.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: HSBC received £23,577.69 for trust administration and investment management.
“Ludlow was paid £2,362.87 for trust administration during the year under review. HSBC was paid £23,577.69 for trust administration and investment management during the year under review.”
“Ludlow was paid £2,362.87 for trust administration during the year under review. HSBC was paid £23,577.69 for trust administration and investment management during the year under review.”
Per its FY2025 accounts as filed with the Charity Commission.

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

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
11/06/2025£56k£64k
05/04/2024£42k£47k
05/04/2023£31k£61k
05/04/2022£40k£93k
05/04/2021£26k£60k

Common questions

Is A J H ASHBY WILL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free reserves were £6,955, with additional bank balances of £13,142 and investments valued at £1,580,450 within the expendable endowment fund. The trustees pursue a policy of maintaining free reserves to cover future needs, opportunities, contingencies, and risks. 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 FY2025 accounts were independently examined.