PHILIP AND GRANVILLE CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 5 March 1999
Removed: Not supplied
Financial period: 6 March 2025 – 5 March 2026
Latest income: £7,286
Latest expenditure: £50,027
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 1st Floor, Tower Wharf, Cheese Lane, Bristol, BS2 0JJ

Website recorded by the regulator: https://funding.ludlowtrust.com (displayed as text)

02 Activities

What the charity does

General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 March 2025
Fin Period End Date: 5 March 2026
Ar Cycle Reference: AR26
Reporting Due Date: 5 January 2027
Date Annual Return Received: 26 August 2026
Total Gross Income: £7,286
Total Gross Expenditure: £50,027

Fin Period Start Date: 6 March 2024
Fin Period End Date: 5 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 January 2026
Date Annual Return Received: 5 January 2026
Date Accounts Received: 5 January 2026
Total Gross Income: £34,087
Total Gross Expenditure: £25,258

Fin Period Start Date: 6 March 2023
Fin Period End Date: 5 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 January 2025
Date Annual Return Received: 2 December 2024
Total Gross Income: £10,869
Total Gross Expenditure: £24,959

Fin Period Start Date: 6 March 2022
Fin Period End Date: 5 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 January 2024
Date Annual Return Received: 6 December 2023
Total Gross Income: £7,535
Total Gross Expenditure: £14,464

Fin Period Start Date: 6 March 2021
Fin Period End Date: 5 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 January 2023
Date Annual Return Received: 7 October 2022
Total Gross Income: £7,775
Total Gross Expenditure: £4,585

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 6 March 2024
Fin Period End Date: 5 March 2025
Ar Due Date: 5 January 2026
Ar Received Date: 5 January 2026
Total Gross Income: £34,087
Total Gross Expenditure: £25,258
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 March 2023
Fin Period End Date: 5 March 2024
Ar Due Date: 5 January 2025
Ar Received Date: 2 December 2024
Total Gross Income: £10,869
Total Gross Expenditure: £24,959
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: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

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

07 Official extract

Charity Event History

Charity Name: PHILIP AND GRANVILLE CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1999-03-05T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DEED OF SETTLEMENT DATED 6TH APRIL 1998, AMENDED BY SUPPLEMENTAL DEED DATED 23RD JUNE 1998
Charitable Objects: THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST (A) AS TO THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AS THE FOUNDER MAY BY NOTICE IN WRITING TO THE TRUSTEES DETERMINE FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE FOUNDER MAY BY A LIKE NOTICE DIRECT PROVIDED ALWAYS THAT WHERE THE FOUNDER HAS NOT BY THE 5TH APRIL IN THE INCOME TAX YEAR FOLLOWING THAT IN WHICH THE INCOME ARISES GIVEN A DIRECTION WHICH FULLY DISPOSES OF THE INCOME THEN SUCH INCOME SHALL BE DISPOSED OF IN ACCORDANCE WITH SUB-CLAUSE (B) SUBJECT TO AND IN DEFAULT OF ANY SUCH DIRECTION AND INSOFAR AS ANY SUCH DIRECTION IS NOT EXHAUSTIVE TO APPLY THE INCOME FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FOR A PERIOD OF TWENTY ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THE RIGHT OF THE TRUSTEES TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF IT WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.
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: Risk management

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Volunteer management