Finance Score: -6

Governance Score: 0

Support Score: 0

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

No supporters identified

Overall GiG Score: -6

MISS EVELYN DAPHNE HARGREAVES CHARITABLE TRUST

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

Analysis by Giving is Great

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

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Highest pay bracket: less than £60,000

Established: 24 years

https://funding.ludlowtrust.com

charitabletrusts@ludlowtrust.com

01173138200

Charity Commission for England and Wales

Listed activities

General 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
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

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 17/12/1999, number: 1078662

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

19 returns made; all on time

Main office

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

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY-ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THE RIGHT OF THE TRUSTEES TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR

Defined Area of Benefit:

NOT DEFINED

Data Sources