FREDERICK GEORGE DRAY, RESIDUARY ESTATE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 15 November 1962
Removed: Not supplied
Financial period: 6 April 2024 – 14 September 2025
Latest income: £53,518
Latest expenditure: £34,600
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Ludlow Trust Co (Southampton) Ltd, Yarmouth House, 1300 Parkway, Solent Business Park, Whiteley, PO15 7AX

02 Activities

What the charity does

The charity pays the income of the trust fund to four appointed charities in accordance with the governing documents.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 14 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 14 July 2026
Date Annual Return Received: 1 April 2026
Date Accounts Received: 1 April 2026
Total Gross Income: £53,518
Total Gross Expenditure: £34,600

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: 28 October 2024
Total Gross Income: £51
Total Gross Expenditure: £0

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: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £29,280
Total Gross Expenditure: £29,135

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: 25 January 2023
Total Gross Income: £43
Total Gross Expenditure: £33

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: 2 February 2022
Date Accounts Received: 2 February 2022
Total Gross Income: £26,680
Total Gross Expenditure: £27,472

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: 14 September 2025
Ar Due Date: 14 July 2026
Ar Received Date: 1 April 2026
Total Gross Income: £53,518
Total Gross Expenditure: £34,600
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
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: 31 January 2024
Total Gross Income: £29,280
Total Gross Expenditure: £29,135
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: 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: 2 February 2022
Total Gross Income: £26,680
Total Gross Expenditure: £27,472
Charity Raises Funds From Public: No
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: 303
Classification Type: How
Classification Description: Provides Other Finance

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

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

07 Official extract

Charity Event History

Charity Name: FREDERICK GEORGE DRAY, RESIDUARY ESTATE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-11-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED WITH TWO CODICILS AT LLANDUDNO, ON THE 10TH JANUARY 1942
Charitable Objects: INCOME OF THE TRUST TO BE DIVIDED EQUALLY BETWEEN SPURGEON'S ORPHAN HOMES, BIRCHINGTON, KENT. DR. BARNARDO'S HOMES. WEST LONDON HOSPITAL HAMMERSMITH. LORD MAYOR TRELOAR'S CRIPPLES HOSPITAL AND COLLEGE, ALTON, HANTS.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Investment

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures