Finance Score: -6

Governance Score: 3

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

THE ORCHARD CHARITABLE FOUNDATION

General charitable purposes.Trustees Do Not accept any unsolicited applications

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

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
26/11/23		£9	£25	£-16	n/a	n/a	n/a	n/a	n/a
26/11/22		£9	£37	£-29	n/a	n/a	n/a	n/a	n/a
26/11/21		£13	£16	£-2	n/a	n/a	n/a	n/a	n/a
26/11/20	*	£50	£69	£-19	n/a	n/a	n/a	n/a	n/a
26/11/19		£46	£42	£4	n/a	n/a	n/a	n/a	n/a
26/11/18		£55	£57	£-2	£0	£0	£0	n/a	0
26/11/17		£9	£0	£8	£0	£0	£0	n/a	0
26/11/16		£35	£35	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 8 years

charitabletrusts@ludlowtrust.com

0117 313 8200

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Animals
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

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

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
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)

Current Trustees appointed

Gender Split

Based on 5/6 persons

ANNA TAYLOR Appointed: 2015

GEORGINA KATIE TAYLOR Appointed: 2015

LUDLOW TRUST COMPANY LTD Appointed: 2021, Other trusteeships: MR HERBERT MILLER'S SETTLEMENT TRUST, THE GLYN CHARITABLE TRUST, MRS ELIZABETH GRACE CHADWICK'S CHARITABLE TRUST, THOMAS CAREY'S CHARITY FOR ST MARYS CHURCH, MARYPORT, DR BARROW TRUST, THE HELEN ISABELLA MCMORRAN CHARITABLE FOUNDATION, THE GWENETH MOXON CHARITABLE TRUST, GREEN AND LILIAN F M AINSWORTH AND FAMILY BENEVOLENT FUND, REGINALD AUGUSTUS EDWARD HENESY WILL TRUST, THE VERONIQUE CHARITABLE TRUST, THE LATE MISS DORIS EVELYN CLARKE'S CHARITABLE TRUST, THE RUSSELL AND MARY FOREMAN 1980 CHARITABLE TRUST, HERBERT CHARLES COLEMAN WILL TRUST FUND, HEINRICH WOLFGANG DONNER SETTLEMENT, MARGARET GUIDO'S CHARITABLE TRUST, THE RONALDO FALCONER CHARITY, THE ALBERT EDWARD PROCTER CHARITABLE TRUST, THE MCCORQUODALE CHARITABLE TRUST, THE TOM LETHABY MEMORIAL TRUST, THE WILFRED AND ELSIE ELKES CHARITY FUND, EDITH AND W E ALKINS MEMORIAL FUND IN CONNECTION WITH LEEK HIGH SCHOOL, THE RAPHAEL AND MARIKA LEVY BENEVOLENT FUND, D J H CURRIE MEMORIAL TRUST, THE CRESSY FOUNDATION, EDITH AND W E ALKINS MEMORIAL FUND IN CONNECTION WITH WESTWOOD HIGH SCHOOL, EDITH MURPHY FOUNDATION, THE LINLEY SHAW FOUNDATION, THE MAGPIE CHARITABLE TRUST, MRS ALICE LILIAN NASH WILL TRUST, THE PETER HEADRIDGE FUND, THE GLADYS JONES CHARITABLE TRUST, THE HARRY BACON FOUNDATION, THE LOIS CUMBERS CHARITABLE FOUNDATION, THE A.M. PERRY CHARITABLE FOUNDATION, THE KATHLEEN SMITH FOUNDATION, ARTHUR JOHN LARKIN WILL TRUST, THE FRIEDEL HELENE WALSINGHAM AWARD, THE BARNES OUZOUNIAN FOUNDATION, THE VIOLET HELEN DIXON CHARITABLE TRUST, THE HAMER CHARITABLE TRUST, PHILIP AND GRANVILLE CHARITABLE TRUST, CLARA E BURGESS CHARITY, HARRY AUSTIN WILL TRUST, MR HERBERT MILLER'S CHARITABLE WILL TRUST, THE COUNT ZOLTAN ROSCO MARIA VON ROSENTHAL CHARITABLE TRUST, The Patricia Routledge Foundation, MISS EDITH MARY SAGE CHARITABLE TRUST, THE DONALD AND WINIFRED C RICHARDSON CHARITABLE TRUST, THE LIDBURY FAMILY TRUST, MISS EVELYN DAPHNE HARGREAVES CHARITABLE TRUST, MISS PATRICIA ANN HERBERTS CHARITABLE TRUST, THE JOHN WEILER FOUNDATION, MISS PAMELA RUSSELL'S CHARITABLE FOUNDATION, THE REGINALD AND ENA HILL FOUNDATION, MRS IRIS NOREEN SETCHELL CHARITABLE TRUST, MARGARET JOAN CAMPION CHARITABLE TRUST, MRS ELDA CARAPIET'S 1961 SETTLEMENT, THE BANISTER CHARITABLE TRUST, THE LATE FRANCES CRABTREE CHARITABLE TRUST, MRS KATHLEEN LOUISE JANE BARTLETT DECEASED CHARITABLE TRUST, THE MISS J K STIRRUP CHARITY TRUST, THE DOROTHY HELEN HABBEN CHARITABLE TRUST, THE BESSIE ANN CANNING TRUST, THE MARGARET CHATTELL TRUST, THE MARJORIE PURSER TRUST, THE ALAN STEPHEN CULLUM TRUST, THE CHARLES FREDERICK GREEN CHARITABLE TRUST, THE RONALD ROY NEWMAN AND MRS IRENE NEWMAN CHARITABLE TRUST, ROSEMARY CONSTANCE REEVE ANGEL CHARITABLE TRUST, THE HAPPY CHARITABLE TRUST, THE ATLANTA CHARITABLE TRUST, THE BEVERIDGE HERPETOLOGICAL TRUST, THE LEAVER FAMILY CHARITABLE TRUST, THE DOROTHY GORDON CHARITABLE TRUST, THE ELIZABETH MAISIE STAFFORD CHARITABLE TRUST, THE DANEGO CHARITABLE TRUST, THE ELLEN MAVIS CHALK CHARITABLE TRUST, THE DENIS JAMES BARTLETT AND BRIGID CATHERINE CLARE BARTLETT CHARITABLE TRUST, THE ARDGOWAN CHARITABLE TRUST, CLAPP FAMILY CHARITABLE TRUST, THE DENNARD FAMILY CHARITABLE TRUST, THE THOMAS MOFFITT CLARK CHARITABLE TRUST, THE BASCULE CHARITABLE TRUST, THE TOMLINSON FAMILY CHARITABLE TRUST, THE KATHLEEN MARY LUMB CHARITABLE TRUST, THE DINSWADE TRUST, THE STATHAM FAMILY CHARITABLE TRUST, THE IRENE NEWMAN CHARITABLE TRUST, THE SEABY FOUNDATION, THE IVATT AND PAMELA SMITH CHARITABLE TRUST, THE BARHAM CHARITABLE TRUST, THE LOUISE EDITH COLLIS CHARITABLE TRUST, THE HELIANTHUS CHARITABLE TRUST, MEGAN VAN'T HOFF CHARITABLE TRUST, THE CHATTELL CHARITABLE WILL TRUST, THE POINTER FAMILY TRUST, THE MONATREA CHARITABLE TRUST, THE MAUREEN BEATRICE MCGARVEY CHARITABLE TRUST, THE IAN KEITH AND SYLVIA KEITH CHARITABLE TRUST, THE ARTHUR RONALD DYER CHARITABLE TRUST, THE HEDERA CHARITABLE TRUST, THE RECKITT FAMILY CHARITABLE TRUST, THE PAULINE BISHOP CHARITABLE TRUST, THE JOAN WYATT CHARITABLE TRUST, THE J COHEN FAMILY CHARITABLE TRUST, THE CHARLOTTE TANA HEYMANN CHARITABLE TRUST, THE JEAN MCCRACKEN CHARITABLE TRUST, THE OAKWELL CHARITABLE TRUST, THE PAMELA CORDELIA SMITH CHARITABLE TRUST, THE GORDON ERNEST SILBERMAN CHARITABLE TRUST, THE DICKINSON CHARITABLE TRUST, The Origin Foundation, THE BLOOMFIELD CHARITABLE TRUST, THE GOLDCREST CHARITABLE TRUST, THE GARENNIE CHARITABLE TRUST, THE BRYAN CHRISTOPHER CORRIGAN CHARITABLE TRUST, THE ANTHONY SCHOLEFIELD FOUNDATION, THE BARRY ANTHONY NEWSAM CHARITABLE TRUST, THE NINA LOUISE SPREADBURY CHARITABLE TRUST, THE ROWLAND BETTY MEMORIAL TRUST, THE GILLARD MASON FOUNDATION CHARITABLE TRUST, MRS J M PALMER-MOREWOOD CHARITABLE TRUST, THE YERBURY FAMILY CHARITABLE TRUST, THE MAURICE HENRY ROE CHARITABLE TRUST, THE AUTUMN STONE FOUNDATION, THE MARGARET SEVILLA STAPLES CHARITABLE TRUST, THE CONSTANCE FAULDS CRAWFORD CHARITABLE TRUST, THE ADLARD FAMILY CHARITABLE FOUNDATION, THE BETTY MARGARET LITTLER FOUNDATION, THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST, THE IRVING MEMORIAL TRUST, THE PANTHEON CHARITABLE TRUST, THE GALLUS TRUST, THE BLYTH CHARITABLE TRUST, THE GIGGLEMUG CHARITABLE TRUST, THE IMP TRUST, THE STEFAN AND MAY FRANCES KWASNIEWSKI CHARITABLE TRUST, THE SACHS FOUNDATION, THE MCGILVRAY CHARITABLE FOUNDATION, THE MUMFORD MEMORIAL TRUST, MARCYLANDING, THE BEEHIVE FUND, THE TOR TRUST, THE HARGREAVES CHARITABLE TRUST, THE ROY PROCTOR FOUNDATION, THE PORTO CHARITABLE TRUST, THE WITHEREN FOUNDATION, THE WATSON HOPE FOUNDATION, GALE CHARITABLE TRUST, MISS FREDERICA ELEANOR ISABEL HILDREY DECEASED, THE TRESKA FOUNDATION, MISS LYRA ADOLPHINA EMMY KOETTGEN CHARITABLE TRUST,

ROGER WILLIAM TAYLOR Appointed: 2015

SUSANNAH LUCY TAYLOR Appointed: 2018

WILLIAM JOHN TAYLOR Appointed: 2015

Legal constitution

Charity registered in England & Wales on 25/02/2016, number: 1165765

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

8 returns made; AR20: 2 days late,

Main office

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

Objectives

THE OBJECTS OF THE TRUST ARE THAT 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.

Data Sources