Finance Score: -6

Governance Score: 0

Support Score: 1

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Grant maker support: +1

Overall GiG Score: -5

THE COUNT ZOLTAN ROSCO MARIA VON ROSENTHAL CHARITABLE TRUST

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

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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
26/06/23		£7	£3	£4	n/a	n/a	n/a	n/a	n/a
26/06/22		£6	£8	£-2	n/a	n/a	n/a	n/a	n/a
26/06/21		£4	£9	£-5	n/a	n/a	n/a	n/a	n/a
26/06/20		£12	£12	£0	n/a	n/a	n/a	n/a	n/a
26/06/19		£13	£14	£0	n/a	n/a	n/a	n/a	n/a
26/06/18		£13	£14	£0	£0	£0	£0	n/a	0
26/06/17		£14	£14	£0	£0	£0	£0	n/a	0
26/06/16		£13	£12	£1	£0	£0	£0	n/a	0
26/06/15		£9	£11	£-2	£0	£0	£0	n/a	0
26/06/14		£12	£13	£0	£0	£0	£0	n/a	0
26/06/13		£17	£17	£0	£0	£0	£0	n/a	0
26/06/12		£12	£11	£1	£0	£0	£0	n/a	0
26/06/11		£11	£12	£-1	£0	£0	£0	n/a	0
26/06/10		£10	£9	£1	£0	£0	£0	n/a	0
26/06/09		£7	£10	£-3	£0	£0	£0	n/a	0
26/06/08		£9	£9	£0	£0	£0	£0	n/a	0
26/06/07		£8	£16	£-7	£0	£0	£0	n/a	0
26/06/06		£9	£11	£-2	£0	£0	£0	n/a	0
26/06/05		£8	£15	£-7	£0	£0	£0	n/a	0
26/06/04	*	£11	£14	£-3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 25 years

https://funding.ludlowtrust.com

charitabletrusts@ludlowtrust.com

01173138200

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

International poverty relief

How it operates

Makes Grants to Organisations

Where it operates

India, Israel, South Africa,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - SUES SWIM SCHOOL LIMMITED
£1,011	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - TAYLOR BAPTIE
£5,082	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

LUDLOW TRUST COMPANY LTD

Legal constitution

Charity registered in England & Wales on 30/03/1999, number: 1074938

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

20 returns made; AR04: 86 days late,

Main office

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

Objectives

GENERAL CHARITABLE PURPOSES

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources