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

MRS KATHLEEN LOUISE JANE BARTLETT DECEASED CHARITABLE TRUST

To benefit Salvation Army, RSPCA, RNLI and Macmillan Cancer Relief.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
One or more trustees receive payments or benefits from the charity for providing services to the charity
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
15/02/23		£15	£8	£7	n/a	n/a	n/a	n/a	n/a
15/02/22		£14	£8	£6	n/a	n/a	n/a	n/a	n/a
15/02/21		£35	£53	£-19	n/a	n/a	n/a	n/a	n/a
15/02/20		£18	£34	£-17	n/a	n/a	n/a	n/a	n/a
15/02/19		£35	£34	£1	n/a	n/a	n/a	n/a	n/a
15/02/18		£34	£37	£-2	£0	£0	£0	n/a	0
15/02/17		£35	£32	£2	£0	£0	£0	n/a	0
15/02/16		£30	£29	£1	£0	£0	£0	n/a	0
15/02/15		£31	£32	£-1	£0	£0	£0	n/a	0
15/02/14		£30	£31	£0	£0	£0	£0	n/a	0
15/02/13		£32	£30	£2	£0	£0	£0	n/a	0
15/02/12		£29	£30	£-1	£0	£0	£0	n/a	0
15/02/11		£29	£25	£4	£0	£0	£0	n/a	0
15/02/10		£24	£27	£-4	£0	£0	£0	n/a	0
15/02/09		£22	£31	£-9	£0	£0	£0	n/a	0
15/02/08		£21	£37	£-16	£0	£0	£0	n/a	0
15/02/07	*	£21	£51	£-30	£0	£0	£0	n/a	0
15/02/06		£19	£9	£10	£0	£0	£0	n/a	0
15/02/05		£19	£10	£10	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 21 years

charitabletrusts@ludlowtrust.com

01173138200

Charity Commission for England and Wales

Listed activities

Animals
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other individual and family services

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

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 02/09/2003, number: 1099242

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

19 returns made; AR07: 1 days late,

Main office

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

Objectives

TO OR FOR THE BENEFIT OF ALL OR SUCH ONE OR MORE OF THE FOLLOWING CHARITIES:- SALVATION ARMY ROYAL SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (RSCPA) ROYAL NATIONAL LIFEBOAT INSTITUTE (RNLI) MACMILLAN CANCER RELIEF IN SUCH SHARES IF MORE THAN ONE AND IN SUCH MANNER AS THE TRUSTEE SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources