Finance Score: -5

Governance Score: 0

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -5

MRS J M PALMER-MOREWOOD CHARITABLE TRUST

Charity to benefit 14 named beneficairies or such other charitable bodies and organisations as the trustees shall nominate during the trust period:- Cancer Research UK, RNIB, Institute of Cancer, NSPCA., NSPCC, RSPCA, Guide Dogs for the Blind, Arthritis Care, RNLI, Battersea Dogs Home, British Red Cross, Help the Aged, National Trust and RAF Benevolent Fund.

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
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
01/02/23	*	£4	£14	£-10	n/a	n/a	n/a	n/a	n/a
01/02/22		£4	£3	£2	n/a	n/a	n/a	n/a	n/a
01/02/21		£4	£4	£0	n/a	n/a	n/a	n/a	n/a
01/02/20		£9	£11	£-2	n/a	n/a	n/a	n/a	n/a
01/02/19		£11	£11	£0	n/a	n/a	n/a	n/a	n/a
01/02/18		£11	£11	£0	£0	£0	£0	n/a	0
01/02/17		£11	£10	£0	£0	£0	£0	n/a	0
01/02/16		£9	£9	£0	£0	£0	£0	n/a	0
01/02/15		£10	£10	£0	£0	£0	£0	n/a	0
01/02/14		£10	£10	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 11 years

charitabletrusts@ludlowtrust.com

01173138200

Charity Commission for England and Wales

Listed activities

Animals
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People

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 05/06/2013, number: 1152297

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

10 returns made; AR23: 3 days late,

Main office

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

Objectives

THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST FUND AND THE INCOME THEREOF IN TRUST FOR ALL OR SUCH ONE OR MORE EXCLUSIVELY OF:I) THE BENEFICIARIES (SEE SCHEDULE FOR LIST OF CHARITIES); ANDII) SUCH OTHER CHARITABLE BODIES AND ORGANISATIONS AS THE TRUSTEES SHALL NOMINATE BY ANY WRITTEN RESOLUTION FROM TIME TO TIME DURING THE TRUST PERIODAT SUCH TIME OR RESPECTIVE TIMES IF MORE THAN ONE IN SUCH SHARES AND WITH SUCH TRUSTS FOR THEIR RESPECTIVE BENEFIT AS THE TRUSTEES SHALL IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION FROM TIME TO TIME.

Data Sources