CCEW Charity Commission profile

ROBERT LUFF FOUNDATION LIMITED

Registered charity 273810 · organisation 273810

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
5 August 1977
Removed
Not supplied
Company number supplied
00891749
Financial period
1 September 2024 – 31 August 2025
Latest income
£823,398
Latest expenditure
£1,912,783
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 38 Worple Avenue, ISLEWORTH, Middlesex, TW7 7JG

02 Activities

What the charity does

Distribution of funds to other charitable institutions, with particular reference to medical research

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 September 2024
Fin Period End Date
31 August 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 June 2026
Date Annual Return Received
9 June 2026
Date Accounts Received
9 June 2026
Total Gross Income
£823,398
Total Gross Expenditure
£1,912,783
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 June 2025
Date Annual Return Received
20 June 2025
Date Accounts Received
20 June 2025
Total Gross Income
£954,664
Total Gross Expenditure
£1,629,188
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 June 2024
Date Annual Return Received
17 June 2024
Date Accounts Received
17 June 2024
Total Gross Income
£839,386
Total Gross Expenditure
£1,718,161
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 June 2023
Date Annual Return Received
5 June 2023
Date Accounts Received
5 June 2023
Total Gross Income
£820,632
Total Gross Expenditure
£1,880,194
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 June 2022
Date Annual Return Received
3 July 2022
Date Accounts Received
3 July 2022
Total Gross Income
£683,085
Total Gross Expenditure
£2,358,023

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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
9 June 2026
Total Gross Income
£823,398
Total Gross Expenditure
£1,912,783
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
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
20 June 2025
Total Gross Income
£954,664
Total Gross Expenditure
£1,629,188
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
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
17 June 2024
Total Gross Income
£839,386
Total Gross Expenditure
£1,718,161
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
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
5 June 2023
Total Gross Income
£820,632
Total Gross Expenditure
£1,880,194
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 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
3 July 2022
Total Gross Income
£683,085
Total Gross Expenditure
£2,358,023
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 Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
9 June 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
823398
Income Other
0
Income Total Income And Endowments
823398
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,595,000
Expenditure Other
317783
Expenditure Total
1912783
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
19142
Expenditure Depreciation
0
Gain Loss Investment
2404546
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
41308489
Assets Own Use
0
Assets Long Term Investment
41308489
Defined Benefit Pension Scheme
0
Assets Other Assets
£802,909
Assets Total Liabilities
£99,718
Assets Current Investment
360821
Assets Total Assets And Liabilities
£42,011,680
Creditors One Year Total Current
99718
Creditors Falling Due After One Year
0
Assets Cash
£442,088
Funds Endowment
0
Funds Unrestricted
42011680
Funds Restricted
0
Funds Total
42011680
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
20 June 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
954664
Income Other
0
Income Total Income And Endowments
954664
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,629,188
Expenditure Other
0
Expenditure Total
1629188
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
324188
Expenditure Support Costs
324188
Expenditure Depreciation
0
Gain Loss Investment
3848388
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£40,696,519
Assets Total Fixed
39926408
Assets Own Use
0
Assets Long Term Investment
39926408
Defined Benefit Pension Scheme
0
Assets Other Assets
£858,928
Assets Total Liabilities
£88,817
Assets Current Investment
0
Assets Total Assets And Liabilities
£40,696,519
Creditors One Year Total Current
88817
Creditors Falling Due After One Year
0
Assets Cash
£478,468
Funds Endowment
0
Funds Unrestricted
40696519
Funds Restricted
0
Funds Total
40696519
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
17 June 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
839386
Income Other
0
Income Total Income And Endowments
839386
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,718,161
Expenditure Other
0
Expenditure Total
1718161
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
319161
Expenditure Support Costs
319161
Expenditure Depreciation
0
Gain Loss Investment
-324741
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£37,522,655
Assets Total Fixed
36745444
Assets Own Use
0
Assets Long Term Investment
36745444
Defined Benefit Pension Scheme
0
Assets Other Assets
£821,861
Assets Total Liabilities
£44,650
Assets Current Investment
0
Assets Total Assets And Liabilities
£37,522,655
Creditors One Year Total Current
44650
Creditors Falling Due After One Year
0
Assets Cash
£500,384
Funds Endowment
0
Funds Unrestricted
37522655
Funds Restricted
0
Funds Total
37522655
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
5 June 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
820632
Income Other
0
Income Total Income And Endowments
820632
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,880,194
Expenditure Other
0
Expenditure Total
1880194
Expenditure Investment Management
0
Expenditure Grants Institution
1565000
Expenditure Governance
315194
Expenditure Support Costs
315194
Expenditure Depreciation
0
Gain Loss Investment
-2280567
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-2280567
Gain Loss Other
0
Reserves
£38,726,171
Assets Total Fixed
37696570
Assets Own Use
0
Assets Long Term Investment
37696570
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,073,451
Assets Total Liabilities
£43,850
Assets Current Investment
0
Assets Total Assets And Liabilities
£38,726,171
Creditors One Year Total Current
43850
Creditors Falling Due After One Year
0
Assets Cash
£786,559
Funds Endowment
0
Funds Unrestricted
38726171
Funds Restricted
0
Funds Total
38726171
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
3 July 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
683085
Income Other
0
Income Total Income And Endowments
683085
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,358,023
Expenditure Other
0
Expenditure Total
2358023
Expenditure Investment Management
0
Expenditure Grants Institution
2039500
Expenditure Governance
318523
Expenditure Support Costs
318523
Expenditure Depreciation
0
Gain Loss Investment
5772540
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
41468033
Assets Own Use
0
Assets Long Term Investment
41468033
Defined Benefit Pension Scheme
0
Assets Other Assets
£653,586
Assets Total Liabilities
£55,319
Assets Current Investment
0
Assets Total Assets And Liabilities
£42,066,300
Creditors One Year Total Current
55319
Creditors Falling Due After One Year
0
Assets Cash
£653,586
Funds Endowment
0
Funds Unrestricted
42066300
Funds Restricted
0
Funds Total
42066300
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code
308
Classification Type
How
Classification Description
Sponsors Or Undertakes Research
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

08 Official extract

Charity Event History

Charity Name
ROBERT LUFF FOUNDATION LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1977-08-05T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 11TH NOVEMBER 1966 AND RESOLUTION PASSED 23RD JANUARY 1973 AS AMENDED BY SPECIAL RESOLUTION PASSED 12 DECEMBER 1990
Charitable Objects
TO APPLY ANY OF THE INCOME, ASSETS OR PROPERTY OF THE COMPANY IN OR TOWARDS ANY PURPOSES RECOGNISED BY LAW AS CHARITABLE AND FOR NO OTHER PURPOSE. FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Policy

Policy Name
Investing charity funds policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Conflicting interests
Policy Name
Trustee expenses policy and procedures
Policy Name
Risk management
Policy Name
Investment
Policy Name
Internal charity financial controls policy and procedures