Finance Score: -5

Governance Score: 0

Support Score: 2

Multiple Deficits and declines: -5
No PartB

Grant maker support: +2

Overall GiG Score: -3

THE HELIANTHUS 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:

The charity has received modest backing from several prominent grant makers recently

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 issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
31/07/23		£44	£79	£-34	n/a	n/a	n/a	n/a	n/a
31/07/22		£59	£53	£5	n/a	n/a	n/a	n/a	n/a
31/07/21		£53	£62	£-9	n/a	n/a	n/a	n/a	n/a
31/07/20	*	£77	£105	£-28	n/a	n/a	n/a	n/a	n/a
31/07/19		£59	£90	£-31	n/a	n/a	n/a	n/a	n/a
31/07/18		£83	£70	£13	£0	£0	£0	n/a	0
31/07/17		£84	£82	£2	£0	£0	£0	n/a	0
31/07/16		£90	£88	£3	£0	£0	£0	n/a	0
31/07/15		£66	£72	£-6	£0	£0	£0	n/a	0
31/07/14		£107	£106	£1	£0	£0	£0	n/a	0
31/07/13		£91	£91	£-1	£0	£0	£0	n/a	0
31/07/12		£157	£157	£-1	£0	£0	£0	n/a	0
31/07/11		£213	£204	£9	£0	£0	£0	n/a	0
31/07/10		£57	£54	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 15 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 Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

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 - HXP INCORPORATED LIMMITED
£4,341	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 - HXP INCORPORATED
£11,086	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 03/07/2009, number: 1130451

Gift Aid

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

14 returns made; AR20: 23 days late,

Main office

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

Objectives

2.2 THE OBJECTS (THE OBJECTS) OF THE TRUST ARE TO FURTHER SUCH OBJECTS OR PURPOSESWHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANYPART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTEDISCRETION THINK FIT.2.3 THE TRUSTEES SHALL APPLY THE INCOME AND, IN THEIR ABSOLUTE DISCRETION, THE CAPITAL OFTHE TRUST IN PROMOTING THE OBJECTS IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTEDISCRETION THINK FIT AND IN DOING SO MAY MAKE GRANTS AND DONATIONS TO SUCHINSTITUTIONS, FOUNDATIONS, TRUSTS, INDIVIDUALS AND UNDERTAKINGS, AT SUCH TIME AND INSUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS

Data Sources