Finance Score: 0

Governance Score: 0

Support Score: 0

No supporters identified

Overall GiG Score: 0

CLARA E BURGESS CHARITY

Relief of children and young persons, in particular by the provision of facilities and assistance to enhance the education, health and physical well- being of such children, in order that their conditions of life may be improved, but having particular regard to children under age of 10 and those who have lost either one or both parents. Trust is open to applications.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
This charity uses a corporate trustee

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
20/10/23		£723	£778	£-55	£0	£10,489	£120	1.9	0
20/10/22		£281	£337	£-56	n/a	n/a	n/a	n/a	n/a
20/10/21		£237	£191	£46	n/a	n/a	n/a	n/a	n/a
20/10/20	*	£358	£459	£-101	n/a	n/a	n/a	n/a	n/a
20/10/19		£339	£456	£-117	n/a	n/a	n/a	n/a	n/a
20/10/18		£359	£388	£-29	£0	£0	£0	n/a	0
20/10/17		£374	£551	£-177	£0	£0	£0	n/a	0
20/10/16		£398	£392	£5	£0	£0	£0	n/a	0
20/10/15		£281	£455	£-174	£0	£0	£0	n/a	0
20/10/14		£264	£492	£-228	£0	£0	£0	n/a	0
20/10/13		£273	£495	£-222	£0	£0	£0	n/a	0
20/10/12	*	£282	£450	£-168	£0	£0	£0	n/a	0
20/10/11		£289	£465	£-176	£0	£0	£0	n/a	0
20/10/10	*	£263	£435	£-172	£0	£0	£0	n/a	0
20/10/09		£129	£423	£-295	£0	£0	£0	n/a	0
20/10/08		£349	£572	£-223	£0	£0	£0	n/a	0
20/10/07	*	£329	£519	£-191	£0	£0	£0	n/a	0
20/10/06		£359	£569	£-210	£0	£0	£0	n/a	0
20/10/05		£355	£1,013	£-658	£0	£0	£0	n/a	0
20/10/04	*	£338	£521	£-182	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 10

Asset Split ?

Established: 25 years

https://funding.ludlowtrust.com

charitabletrusts@ludlowtrust.com

01173138200

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

LUDLOW TRUST COMPANY LTD

Legal constitution

Charity registered in England & Wales on 23/11/1998, number: 1072546

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR20: 13 days late, AR12: 10 days late, AR10: 18 days late, AR07: 57 days late, AR04: 30 days late,

Main office

Ludlow Trust Co Ltd
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ

Objectives

THE RELIEF OF CHILDREN CHILDREN AND YOUNG PERSONS, IN PARTICULAR BY THE PROVISION OF FACILITIES AND ASSISTANCE TO ENHANCE THE EDUCATION, HEALTH AND PHYSICAL WELL-BEING OF SUCH CHILDREN, IN ORDER THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED, BUT HAVING PARTICULAR REGARD TO CHILDREN UNDER THE AGE OF 10 YEARS AND THOSE WHO HAVE LOST EITHER ONE OR BOTH PARENTS

Defined Area of Benefit:

NOT DEFINED

Data Sources