Finance Score: 0

Governance Score: 0

Support Score: 0

No supporters identified

Overall GiG Score: 0

THE MURIEL JONES FOUNDATION

General Charitable Purposes. Trustees do not accept any unsolicited applications

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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
28/02/23		£1,106	£1,104	£2	£0	£4,493	£26	0.3
28/02/22	*	£779	£800	£-21	£0	£3,714	£11	0.2
28/02/21		£1,079	£1,118	£-39	£0	£4,355	£11	0.1
29/02/20		£765	£795	£-31	£0	£5,214	£17	0.2
28/02/19		£1,318	£1,434	£-116	£0	£5,697	£6	0.1
28/02/18		£783	£920	£-137	£0	£7,133	£75	1
28/02/17		£952	£1,978	£-1,025	£0	£7,693	£162	1
28/02/16		£951	£888	£63	£0	£7,808	£0	n/a
28/02/15		£1,094	£1,152	£-57	£-2	£9,017	£0	n/a
28/02/14		£1,820	£1,742	£77	£8	£8,710	£0	n/a
28/02/13		£1,538	£1,355	£183	£10	£5,883	£0	n/a
28/02/12		£1,192	£1,230	£-38	£5	£4,603	£0	n/a
28/02/11	*	£889	£857	£32	£7	£5,032	£5,032	70.4

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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: 1%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 0.3 months
Net Current Assets/Spending: 25 months
Quick Ratio: 383

Asset Split ?

Established: 14 years

charitabletrusts@ludlowtrust.com

0117 313 8200

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

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

KATIE LOUISE CRESSY BRINDLE

LUDLOW TRUST COMPANY LTD Appointed: 2021, Other trusteeships: THE LINDSAY TRUST, THE REGINALD M PHILLIPS CHARITABLE FOUNDATION, THE KATHLEEN LAURENCE TRUST, THE JOAN MARY WOODHAM HURRELL TRUST, THE MARY STEPHANIE WARREN-COLEMAN TRUST, THE PLASTOW FAMILY CHARITABLE TRUST, THE ROPER FAMILY CHARITABLE TRUST, THE MARGARET ELIZABETH CORMACK CHARITABLE TRUST, THE HSWJ TRUST, THE ETTLING CHARITABLE TRUST, THE J VAN MARS FOUNDATION, THE THOMPSON6 CHARITABLE TRUST, THE CARLILE FOUNDATION CHARITABLE TRUST, PAULINE MEREDITH CHARITABLE TRUST, JOSEPH ETTEDGUI CHARITABLE FOUNDATION, THE RELITHAN CHARITABLE TRUST, THE DISCWORLD FOUNDATION, THE KENNETH MONTAGUE DICKINSON CHARITABLE TRUST, THE PRAFARATA FOUNDATION, THE WHITEWATER CHARITABLE TRUST, THE TORNS CHARITABLE TRUST, THE PAYBACK TIME TRUST, THE DR CORAL IRMGARD ALLWORTHY CHARITABLE TRUST, THE LINDLEY FOUNDATION, THE SAMUEL FELDMAN NORTH EAST CORNER CHARITABLE TRUST, THE EDWARD & CATHERINE WRAY CHARITABLE TRUST, THE WESTCOTT FAMILY CHARITABLE TRUST, THE BROWN SOURCE TRUST, THE AITKEN FAMILY CHARITABLE TRUST, THE 4 BETTER FOUNDATION, THE CHIGA CHARITABLE TRUST, THE SCSJD CHARITABLE TRUST, THE JECTUS CHARITABLE FOUNDATION, THE AQUEDUCT CHARITABLE TRUST, THE FRAXINUS CHARITABLE TRUST, MAURICE AND SUSAN ROTHSCHILD INCENTIVE TRUST, THE HURST LEA FOUNDATION, THE ROWLAND EDUCATIONAL FOUNDATION, MILLIE'S WATCH, THE POLMAX CHARITABLE TRUST, THE CJM AND FAMILY CHARITABLE TRUST, THE GNINWOD TRUST, THE CORTON HILL TRUST, THE ORKNEY CHERRY CHARITABLE TRUST,

RICHARD DAVID HENRY BRINDLE, Occupation: Director, Other trusteeships: CROSSFLOW LIMITED, THE FIDELIS FOUNDATION,

Legal constitution

Charity registered in England & Wales on 23/03/2010, number: 1135107

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

13 returns made; AR22: 7 days late, AR11: 12 days late,

Main office

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

Objectives

TO FURTHER SUCH OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT

Defined Area of Benefit:

TRU

Data Sources