Finance Score: -5

Governance Score: 0

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -5

HERBERT CHARLES COLEMAN WILL TRUST FUND

To benefit charities and/ or institutions whose objects shall be for the amelioration of the lives of poor or distressed in the Manchester area and in the South of England. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

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
16/02/23		£4	£7	£-3	n/a	n/a	n/a	n/a	n/a
16/02/22		£4	£10	£-6	n/a	n/a	n/a	n/a	n/a
16/02/21		£3	£3	£0	n/a	n/a	n/a	n/a	n/a
16/02/20		£8	£5	£2	n/a	n/a	n/a	n/a	n/a
16/02/19		£9	£10	£-1	n/a	n/a	n/a	n/a	n/a
16/02/18		£9	£9	£0	£0	£0	£0	n/a	0
16/02/17		£9	£9	£0	£0	£0	£0	n/a	0
16/02/16		£8	£6	£1	£0	£0	£0	n/a	0
16/02/15		£8	£8	£0	£0	£0	£0	n/a	0
16/02/14		£11	£12	£-1	£0	£0	£0	n/a	0
16/02/13		£8	£7	£1	£0	£0	£0	n/a	0
16/02/12		£7	£7	£0	£0	£0	£0	n/a	0
16/02/11		£7	£8	£-1	£0	£0	£0	n/a	0
16/02/10		£6	£6	£-1	£0	£0	£0	n/a	0
16/02/09	*	£5	£8	£-2	£0	£0	£0	n/a	0
16/02/08		£5	£2	£3	£0	£0	£0	n/a	0
16/02/07		£5	£9	£-4	£0	£0	£0	n/a	0
16/02/06		£5	£7	£-3	£0	£0	£0	n/a	0
16/02/05	*	£4	£11	£-7	£0	£0	£0	n/a	0
16/02/04	*	£5	£2	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 43 years

https://funding.ludlowtrust.com

charitabletrusts@ludlowtrust.com

01173138200

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Education support services

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

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 21/01/1981, number: 281937

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

20 returns made; AR09: 18 days late, AR05: 34 days late, AR04: 73 days late,

Main office

Ludlow Trust Co Ltd
1st Floor
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ

Objectives

FOR THE PAYMENT OF THE RESIDUARY ESTATE TRUST FUND OF THE LATE HEBERT CHARLES COLEMAN TO THE NUFFIELD FOUNDATION. (FOR FURTHER DETAILS SEE CLAUSE 3 OF THE CODICIL DATED 2ND JULY 1947 VARYING CLAUSE 6 OF THE WILL DATED 12TH FEBRUARY 1947,)

Defined Area of Benefit:

NOT DEFINED ( IN PRACTICE NATIONAL)

Data Sources