Finance Score: -5

Governance Score: 3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

JOSEPH ETTEDGUI CHARITABLE FOUNDATION

General Charitable Purposes. Trustees Do Not accept any unsolicited applications

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

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

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
31/03/23		£74	£222	£-148	n/a	n/a	n/a	n/a	n/a
31/03/22		£158	£193	£-35	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£169	£233	£-65	n/a	n/a	n/a	n/a	n/a
31/03/20		£129	£187	£-58	n/a	n/a	n/a	n/a	n/a
31/03/19		£148	£212	£-64	n/a	n/a	n/a	n/a	n/a
31/03/18		£125	£142	£-17	£0	£0	£0	n/a	0
31/03/17		£142	£179	£-37	£0	£0	£0	n/a	0
31/03/16		£176	£176	£0	£0	£0	£0	n/a	0
31/03/15		£192	£191	£0	£0	£0	£0	n/a	0
31/03/14		£157	£155	£2	£0	£0	£0	n/a	0
31/03/13		£118	£117	£1	£0	£0	£0	n/a	0
31/03/12		£60	£60	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 13 years

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
Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

Based on 5/6 persons

GENEVIEVE ESME BLANCHE ETTEDGUI Appointed: 2012

ISABEL MARY BLANCHE ETTEDGUI (Chair)

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 MURIEL JONES FOUNDATION, THE THOMPSON6 CHARITABLE TRUST, THE CARLILE FOUNDATION CHARITABLE TRUST, PAULINE MEREDITH CHARITABLE TRUST, 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,

MATILDA ALLEGRIA ETTEDGUI Appointed: 2014

PAUL ETTEDGUI

PETER ETTEDGUI

Legal constitution

Charity registered in England & Wales on 31/12/2010, number: 1139615

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

12 returns made; AR21: 1 days late,

Main office

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

Objectives

1 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 DISCRETION THINK FIT.2 THE TRUSTEES MAY IN THEIR DISCRETION, FOR THE PERIOD OF 21 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 AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT 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:

UNDEFINED.

Data Sources