C F LUNOE TRUST FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 11 February 1963
Removed: Not supplied
Financial period: 1 October 2024 – 30 September 2025
Latest income: £116,846
Latest expenditure: £47,911
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 151 WOODLAND DRIVE, WATFORD, WD17 3DA

02 Activities

What the charity does

The assistance of persons in needy circumstances in particular any ex-employees of Holst & Co or its successors or any of their dependents. To support technical educational training and research in the United Kingdom.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 27 May 2026
Date Accounts Received: 27 May 2026
Total Gross Income: £116,846
Total Gross Expenditure: £47,911

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 28 May 2025
Date Accounts Received: 28 May 2025
Total Gross Income: £104,255
Total Gross Expenditure: £97,205

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 11 March 2024
Date Accounts Received: 11 March 2024
Total Gross Income: £100,937
Total Gross Expenditure: £88,003

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 7 September 2023
Date Accounts Received: 7 September 2023
Total Gross Income: £93,777
Total Gross Expenditure: £77,042

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 5 May 2022
Date Accounts Received: 5 May 2022
Total Gross Income: £80,698
Total Gross Expenditure: £81,708

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: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 27 May 2026
Total Gross Income: £116,846
Total Gross Expenditure: £47,911
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: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 28 May 2025
Total Gross Income: £104,255
Total Gross Expenditure: £97,205
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: Yes
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 11 March 2024
Total Gross Income: £100,937
Total Gross Expenditure: £88,003
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: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 7 September 2023
Total Gross Income: £93,777
Total Gross Expenditure: £77,042
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: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 5 May 2022
Total Gross Income: £80,698
Total Gross Expenditure: £81,708
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: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

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

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

07 Official extract

Charity Event History

Charity Name: C F LUNOE TRUST FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-02-11T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED OF SETTLEMENT DATED 15 SEPTEMBER 1960 AS AMENDED BY RESOLUTION PASSED UNDER S74D OF THE 1993 CHARITIES ACT (AS AMENDED) DATED 18 NOVEMBER 2009.
Charitable Objects: (1) TO ASSIST PERSONS IN NEEDY CIRCUMSTANCES IN PARTICULAR EMPLOYEES OR EX-EMPLOYEES (OR THE DEPENDANTS OF EITHER) OF HOLST & CO LTD. (2) TO MAKE DONATIONS OR SUBSCRIPTIONS TO ANY CHARITABLE ORGANISATION. (3) TO FURTHER TECHNICAL EDUCATION AND RESEARCH IN THE UK.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 125898
Charity Name Type: Working name
Charity Name: C F LUNOE CHARITABLE TRUST

10 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures