01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 23 November 1998
- Removed
- Not supplied
- Financial period
- 21 October 2024 – 20 October 2025
- Latest income
- £751,097
- Latest expenditure
- £651,067
- 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
Website recorded by the regulator: https://funding.ludlowtrust.com (displayed as text)
02 Activities
What the charity does
Relief of children and young persons, in particular by the provision of facilities and assistance to enhance the education, health and physical well- being of such children, in order that their conditions of life may be improved, but having particular regard to children under age of 10 and those who have lost either one or both parents. Trust is open to applications.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 21 October 2024
- Fin Period End Date
- 20 October 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 20 August 2026
- Date Annual Return Received
- 8 June 2026
- Date Accounts Received
- 8 June 2026
- Total Gross Income
- £751,097
- Total Gross Expenditure
- £651,067
- Fin Period Start Date
- 21 October 2023
- Fin Period End Date
- 20 October 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 20 August 2025
- Date Annual Return Received
- 15 July 2025
- Date Accounts Received
- 15 July 2025
- Total Gross Income
- £382,843
- Total Gross Expenditure
- £666,678
- Fin Period Start Date
- 21 October 2022
- Fin Period End Date
- 20 October 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 20 August 2024
- Date Annual Return Received
- 29 February 2024
- Date Accounts Received
- 29 February 2024
- Total Gross Income
- £722,993
- Total Gross Expenditure
- £777,715
- Fin Period Start Date
- 21 October 2021
- Fin Period End Date
- 20 October 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 20 August 2023
- Date Annual Return Received
- 4 August 2023
- Date Accounts Received
- 4 August 2023
- Total Gross Income
- £281,423
- Total Gross Expenditure
- £337,210
- Fin Period Start Date
- 21 October 2020
- Fin Period End Date
- 20 October 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 20 August 2022
- Date Annual Return Received
- 1 August 2022
- Date Accounts Received
- 1 August 2022
- Total Gross Income
- £237,168
- Total Gross Expenditure
- £191,468
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
- 21 October 2024
- Fin Period End Date
- 20 October 2025
- Ar Due Date
- 20 August 2026
- Ar Received Date
- 8 June 2026
- Total Gross Income
- £751,097
- Total Gross Expenditure
- £651,067
- 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
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 21 October 2023
- Fin Period End Date
- 20 October 2024
- Ar Due Date
- 20 August 2025
- Ar Received Date
- 15 July 2025
- Total Gross Income
- £382,843
- Total Gross Expenditure
- £666,678
- 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
- 21 October 2022
- Fin Period End Date
- 20 October 2023
- Ar Due Date
- 20 August 2024
- Ar Received Date
- 29 February 2024
- Total Gross Income
- £722,993
- Total Gross Expenditure
- £777,715
- 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
- 21 October 2021
- Fin Period End Date
- 20 October 2022
- Ar Due Date
- 20 August 2023
- Ar Received Date
- 4 August 2023
- Total Gross Income
- £281,423
- Total Gross Expenditure
- £337,210
- 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
- 21 October 2020
- Fin Period End Date
- 20 October 2021
- Ar Due Date
- 20 August 2022
- Ar Received Date
- 1 August 2022
- Total Gross Income
- £237,168
- Total Gross Expenditure
- £191,468
- 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
- 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
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
- 21 October 2024
- Fin Period End Date
- 20 October 2025
- Ar Due Date
- 20 August 2026
- Ar Received Date
- 8 June 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 254251
- Income Other
- 496846
- Income Total Income And Endowments
- 751097
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £54,392
- Expenditure Charitable Expenditure
- £596,675
- Expenditure Other
- 0
- Expenditure Total
- 651067
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 553724
- Expenditure Governance
- 26858
- Expenditure Support Costs
- 42951
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 862288
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 12062275
- Assets Own Use
- 0
- Assets Long Term Investment
- 12062275
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £221,768
- Assets Total Liabilities
- £10,480
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £12,273,563
- Creditors One Year Total Current
- 10480
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £221,768
- Funds Endowment
- 12230559
- Funds Unrestricted
- 43004
- Funds Restricted
- 0
- Funds Total
- 12273563
- 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
- 21 October 2022
- Fin Period End Date
- 20 October 2023
- Ar Due Date
- 20 August 2024
- Ar Received Date
- 29 February 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 280820
- Income Other
- 442173
- Income Total Income And Endowments
- 722993
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £51,427
- Expenditure Charitable Expenditure
- £726,288
- Expenditure Other
- 0
- Expenditure Total
- 777715
- Expenditure Investment Management
- 51427
- Expenditure Grants Institution
- 678200
- Expenditure Governance
- 29510
- Expenditure Support Costs
- 18578
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 243409
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £120,464
- Assets Total Fixed
- 10291595
- Assets Own Use
- 0
- Assets Long Term Investment
- 10291595
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £219,752
- Assets Total Liabilities
- £21,870
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £10,489,477
- Creditors One Year Total Current
- 21870
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £219,752
- Funds Endowment
- 10369013
- Funds Unrestricted
- 120464
- Funds Restricted
- 0
- Funds Total
- 10489477
- 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
- 117
- Classification Type
- What
- Classification Description
- Other Charitable Purposes
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 201
- Classification Type
- Who
- Classification Description
- Children/young People
08 Official extract
Charity Event History
- Charity Name
- CLARA E BURGESS CHARITY
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1998-11-23T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- DECLARATION OF TRUST DATED 6 OCTOBER 1998
- Charitable Objects
- THE RELIEF OF CHILDREN CHILDREN AND YOUNG PERSONS, IN PARTICULAR BY THE PROVISION OF FACILITIES AND ASSISTANCE TO ENHANCE THE EDUCATION, HEALTH AND PHYSICAL WELL-BEING OF SUCH CHILDREN, IN ORDER THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED, BUT HAVING PARTICULAR REGARD TO CHILDREN UNDER THE AGE OF 10 YEARS AND THOSE WHO HAVE LOST EITHER ONE OR BOTH PARENTS
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 384105
- Charity Name Type
- Working name
- Charity Name
- THE CLARA E BURGESS CHARITY
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
12 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investment
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Bullying and harassment policy and procedures