HEINRICH WOLFGANG DONNER SETTLEMENT — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 19 January 1983
Removed: Not supplied
Financial period: 6 April 2025 – 5 April 2026
Latest income: £21,309
Latest expenditure: £32,317
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Ludlow Trust Co Ltd, Tower Wharf, Cheese Lane, BRISTOL, BS2 0JJ

02 Activities

What the charity does

For travelling scholarships or other financial aid to Nationals of Scandinavian Countries to assist and encourage them in research in English Literature and general education assistance as decided by the Governors of Abo Akademi University

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Cycle Reference: AR26
Reporting Due Date: 5 February 2027
Date Annual Return Received: 11 September 2026
Total Gross Income: £21,309
Total Gross Expenditure: £32,317

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: 5 February 2026
Date Accounts Received: 5 February 2026
Total Gross Income: £29,127
Total Gross Expenditure: £50,167

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
Total Gross Income: £20,461
Total Gross Expenditure: £7,984

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: 6 December 2023
Total Gross Income: £14,650
Total Gross Expenditure: £29,399

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: 13 January 2023
Total Gross Income: £13,868
Total Gross Expenditure: £42,445

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 6 April 2025
Fin Period End Date: 5 April 2026
Ar Due Date: 5 February 2027
Ar Received Date: 11 September 2026
Total Gross Income: £21,309
Total Gross Expenditure: £32,317
Grant Making Is Main Activity: Yes
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: 2
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: 5 February 2026
Total Gross Income: £29,127
Total Gross Expenditure: £50,167
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: 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: £20,461
Total Gross Expenditure: £7,984
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: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 6 December 2023
Total Gross Income: £14,650
Total Gross Expenditure: £29,399
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: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 13 January 2023
Total Gross Income: £13,868
Total Gross Expenditure: £42,445
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: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

07 Official extract

Charity Event History

Charity Name: HEINRICH WOLFGANG DONNER SETTLEMENT
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1983-01-19T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED OF SETTLEMENT DATED 12TH MAY 1958
Charitable Objects: I) IN THE PROVISION OF TRAVELLING SCHOLARSHIPS IN OTHER FINANCIAL AID TO NATIONALS OF THE SCANDINAVIAN COUNTRIES TO ASSIST AND ENCOURAGE THEM IN RESEARCH IN ENGLISH LITERATURE. II) IN AIDING AND ENCOURAGING THE PURCHASE BY EDUCATIONAL INSTITUTIONS IN THE SCANDINAVIAN COUNTRIES OF BOOKS AND OTHER MATERIALS WHICH WILL BE USEFUL FOR THE FURTHERANCE OF RESEARCH IN ENGLISH LITERATURE. III) IN THE PROVISIONS OF SCHOLARSHIPS OR OTHER GRANTS FOR THE PROPAGATION OF SCANDINAVIAN STUDIES IN ENGLAND.
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: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures