AMBROSE AND ANN APPELBE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 14 February 1963
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £147,108
Latest expenditure: £56,312
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Wedlake Bell Llp, 71 Queen Victoria Street, LONDON, EC4V 4AY

02 Activities

What the charity does

The assistance of junior or adult education, encouragement of educational travel, research of social conditions for the benefit of poorer classes, and the advancement of such objects being charitable as the trustees shall deem it.All of the funds are currently allocated and unsolicited applications will not be considered.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 16 December 2025
Date Accounts Received: 16 December 2025
Total Gross Income: £147,108
Total Gross Expenditure: £56,312

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 31 January 2025
Date Accounts Received: 31 January 2025
Total Gross Income: £168,259
Total Gross Expenditure: £44,594

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 15 January 2024
Date Accounts Received: 15 January 2024
Total Gross Income: £111,527
Total Gross Expenditure: £50,472

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 3 February 2023
Date Accounts Received: 3 February 2023
Total Gross Income: £58,740
Total Gross Expenditure: £46,586

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 22 July 2021
Date Accounts Received: 22 July 2021
Total Gross Income: £51,396
Total Gross Expenditure: £51,644

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 16 December 2025
Total Gross Income: £147,108
Total Gross Expenditure: £56,312
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 31 January 2025
Total Gross Income: £168,259
Total Gross Expenditure: £44,594
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 15 January 2024
Total Gross Income: £111,527
Total Gross Expenditure: £50,472
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 3 February 2023
Total Gross Income: £58,740
Total Gross Expenditure: £46,586
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 22 July 2021
Total Gross Income: £51,396
Total Gross Expenditure: £51,644
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 102
Classification Type: What
Classification Description: Education/training

07 Official extract

Charity Event History

Charity Name: AMBROSE AND ANN APPELBE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-02-14T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 25TH DECEMBER 1944
Charitable Objects: CHARITABLE OBJECTS AS THE TRUSTEES SHALL DEEM FIT INCLUDING(BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING OBJECTS AND IN SO FAR ONLY AS THEY FALL WITHIN THE SCOPE THEREOF) THE ASSISTANCE OF JUNIOR OR ADULT EDUCATION; THE ENCOURAGEMENT OF EDUCATIONAL TRAVEL;RESEARCH INTO SOCIAL CONDITIONS,AND EDUCATION,THE ACQUISITION OF LAND AND HOUSES FOR THE BENEFIT OF THE POORER CLASSES AND THE IMPROVEMENT OF EDUCATIONAL FACILITIES.
Area Of Benefit: NATIONAL

09 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures