MISS PATRICIA ANN HERBERTS CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 13 January 2000
Removed: Not supplied
Financial period: 7 May 2025 – 6 May 2026
Latest income: £60,648
Latest expenditure: £79,950
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

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: 7 May 2025
Fin Period End Date: 6 May 2026
Ar Cycle Reference: AR26
Reporting Due Date: 6 March 2027
Date Annual Return Received: 27 October 2026
Date Accounts Received: 27 October 2026
Total Gross Income: £60,648
Total Gross Expenditure: £79,950

Fin Period Start Date: 7 May 2024
Fin Period End Date: 6 May 2025
Ar Cycle Reference: AR25
Reporting Due Date: 6 March 2026
Date Annual Return Received: 3 March 2026
Date Accounts Received: 3 March 2026
Total Gross Income: £59,290
Total Gross Expenditure: £85,897

Fin Period Start Date: 7 January 2023
Fin Period End Date: 6 May 2024
Ar Cycle Reference: AR24
Reporting Due Date: 6 March 2025
Date Annual Return Received: 27 February 2025
Date Accounts Received: 27 February 2025
Total Gross Income: £123,447
Total Gross Expenditure: £100,621

Fin Period Start Date: 7 January 2022
Fin Period End Date: 6 January 2023
Ar Cycle Reference: AR23
Reporting Due Date: 6 November 2023
Date Annual Return Received: 1 November 2023
Total Gross Income: £24,422
Total Gross Expenditure: £45,297

Fin Period Start Date: 7 January 2021
Fin Period End Date: 6 January 2022
Ar Cycle Reference: AR22
Reporting Due Date: 6 November 2022
Date Annual Return Received: 6 November 2022
Date Accounts Received: 1 November 2022
Total Gross Income: £25,762
Total Gross Expenditure: £17,219

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: 7 May 2025
Fin Period End Date: 6 May 2026
Ar Due Date: 6 March 2027
Ar Received Date: 27 October 2026
Total Gross Income: £60,648
Total Gross Expenditure: £79,950
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: 7 May 2024
Fin Period End Date: 6 May 2025
Ar Due Date: 6 March 2026
Ar Received Date: 3 March 2026
Total Gross Income: £59,290
Total Gross Expenditure: £85,897
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: 7 January 2023
Fin Period End Date: 6 May 2024
Ar Due Date: 6 March 2025
Ar Received Date: 27 February 2025
Total Gross Income: £123,447
Total Gross Expenditure: £100,621
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: 7 January 2022
Fin Period End Date: 6 January 2023
Ar Due Date: 6 November 2023
Ar Received Date: 1 November 2023
Total Gross Income: £24,422
Total Gross Expenditure: £45,297
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
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: 7 January 2021
Fin Period End Date: 6 January 2022
Ar Due Date: 6 November 2022
Ar Received Date: 6 November 2022
Total Gross Income: £25,762
Total Gross Expenditure: £17,219
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 Area Of Operation

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

06 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name: MISS PATRICIA ANN HERBERTS CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2000-01-13T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 6 JANUARY 1999
Charitable Objects: THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT. PROVIDED THAT THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FOR THE 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 PART OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE WHOLE 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 THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.
Area Of Benefit: NOT DEFINED IN PRACTICE NATIONAL AND OVERSEAS

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management