Finance Score: -6

Governance Score: 0

Support Score: 0

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

No supporters identified

Overall GiG Score: -6

D J H CURRIE MEMORIAL TRUST

Absolute discretion to charities in Essex. No recipient may benefit more than once every four years. 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 only provides its support via other charities
One or more trustees receive payments or benefits from the charity for providing services to the charity
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
Spending is declining
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
11/07/23		£33	£50	£-17	n/a	n/a	n/a	n/a	n/a
11/07/22		£33	£55	£-22	n/a	n/a	n/a	n/a	n/a
11/07/21		£22	£54	£-32	n/a	n/a	n/a	n/a	n/a
11/07/20	*	£30	£69	£-40	n/a	n/a	n/a	n/a	n/a
11/07/19		£65	£69	£-4	n/a	n/a	n/a	n/a	n/a
11/07/18		£66	£65	£1	£0	£0	£0	n/a	0
11/07/17		£70	£70	£1	£0	£0	£0	n/a	0
11/07/16		£68	£56	£12	£0	£0	£0	n/a	0
11/07/15		£60	£68	£-7	£0	£0	£0	n/a	0
11/07/14		£62	£60	£2	£0	£0	£0	n/a	0
11/07/13		£59	£59	£0	£0	£0	£0	n/a	0
11/07/12		£60	£61	£-1	£0	£0	£0	n/a	0
11/07/11		£56	£51	£6	£0	£0	£0	n/a	0
11/07/10		£51	£43	£8	£0	£0	£0	n/a	0
11/07/09		£70	£70	£0	£0	£0	£0	n/a	0
11/07/08		£43	£35	£8	£0	£0	£0	n/a	0
11/07/07	*	£39	£55	£-16	£0	£0	£0	n/a	0
11/07/06		£40	£51	£-11	£0	£0	£0	n/a	0
11/07/05		£39	£37	£2	£0	£0	£0	n/a	0
11/07/04		£33	£75	£-42	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 34 years

https://funding.ludlowtrust.com

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

Where it operates

Essex,

Who it helps

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 05/03/1990, number: 802971

Gift Aid

NOT 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

20 returns made; AR20: 31 days late, AR07: 9 days late,

Main office

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

Objectives

FOR SUCH CHARITABLE INSTITUTIONS OR SUCH OTHER CHARITABLE OBJECTS IN ESSEX AS THE BANK MAY IN ITS ABSOLUTE DISCRETION SELECT AND TO PAY THE INCOME THEREOF TO OR FOR SUCH INSTITUTIONS OR OBJECTS IF MORE THAN ONE IN SUCH PROPORTION AS THE BANK MAY THINK PROPER.

Defined Area of Benefit:

ESSEX

Data Sources