01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 1 June 1971
- Removed
- Not supplied
- Financial period
- 6 April 2024 – 11 April 2025
- Latest income
- £16,959
- Latest expenditure
- £12,374
- 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 charities supporting elderly people, in accordance with the governing documents.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 6 April 2024
- Fin Period End Date
- 11 April 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 11 February 2026
- Date Annual Return Received
- 5 December 2025
- Total Gross Income
- £16,959
- Total Gross Expenditure
- £12,374
- 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
- 9 October 2024
- Total Gross Income
- £3,118
- Total Gross Expenditure
- £2,442
- 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
- 30 November 2023
- Total Gross Income
- £2,488
- Total Gross Expenditure
- £2,771
- 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
- 11 January 2023
- Total Gross Income
- £4,860
- Total Gross Expenditure
- £11,696
- 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
- 15 January 2022
- Total Gross Income
- £9,764
- Total Gross Expenditure
- £15,062
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
- 11 April 2025
- Ar Due Date
- 11 February 2026
- Ar Received Date
- 5 December 2025
- Total Gross Income
- £16,959
- Total Gross Expenditure
- £12,374
- 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
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
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
07 Official extract
Charity Event History
- Charity Name
- BELSIZE CHARITABLE TRUST NO 2
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1971-06-01T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- SETTLEMENT DATED 11TH APRIL 1969
- Charitable Objects
- TO ACCUMULATE THE INCOME ARISING FROM THE TRUST FUND IN ACCORDANCE WITH CLAUSE 2(A) OF THE SETTLEMENT.TO ERECT AND ESTABLISH AN OLD PEOPLES HOME FOR POOR PERSONS IN MEMORY OF MRS ANNA MARIE JACKSON THE MOTHER AND MOTHER IN LAW OF THE SETTLOR.TO ENDOW AND MAINTAIN THE SAID HOME.TO DONATE HALF OF THE INCOME AFTER ACCUMULATION TO BELSIZE TRUST NUMBER 1.TO APPLY THE REMAINING INCOME IN ACCORDANCE WITH CLAUSE 2(D) OF THE SETTLEMENT
- Area Of Benefit
- NOT DEFINED
09 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
10 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Investment
- Policy Name
- Risk management
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal risk management policy and procedures