MRS IRIS NOREEN SETCHELL CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 28 December 2000
Removed: Not supplied
Financial period: 14 July 2024 – 13 July 2025
Latest income: £31,606
Latest expenditure: £44,181
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: 14 July 2024
Fin Period End Date: 13 July 2025
Ar Cycle Reference: AR25
Reporting Due Date: 13 May 2026
Date Annual Return Received: 12 March 2026
Date Accounts Received: 12 March 2026
Total Gross Income: £31,606
Total Gross Expenditure: £44,181

Fin Period Start Date: 14 March 2023
Fin Period End Date: 13 July 2024
Ar Cycle Reference: AR24
Reporting Due Date: 13 May 2025
Date Annual Return Received: 11 March 2025
Date Accounts Received: 11 March 2025
Total Gross Income: £67,086
Total Gross Expenditure: £21,682

Fin Period Start Date: 14 March 2022
Fin Period End Date: 13 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 13 January 2024
Date Annual Return Received: 23 January 2024
Date Accounts Received: 23 January 2024
Total Gross Income: £26,861
Total Gross Expenditure: £122,341

Fin Period Start Date: 14 March 2021
Fin Period End Date: 13 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 13 January 2023
Date Annual Return Received: 10 January 2023
Date Accounts Received: 10 January 2023
Total Gross Income: £27,748
Total Gross Expenditure: £16,533

Fin Period Start Date: 14 March 2020
Fin Period End Date: 13 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 13 January 2022
Date Annual Return Received: 13 January 2022
Total Gross Income: £23,716
Total Gross Expenditure: £48,821

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: 14 July 2024
Fin Period End Date: 13 July 2025
Ar Due Date: 13 May 2026
Ar Received Date: 12 March 2026
Total Gross Income: £31,606
Total Gross Expenditure: £44,181
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: 14 March 2023
Fin Period End Date: 13 July 2024
Ar Due Date: 13 May 2025
Ar Received Date: 11 March 2025
Total Gross Income: £67,086
Total Gross Expenditure: £21,682
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: 14 March 2022
Fin Period End Date: 13 March 2023
Ar Due Date: 13 January 2024
Ar Received Date: 23 January 2024
Total Gross Income: £26,861
Total Gross Expenditure: £122,341
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: 14 March 2021
Fin Period End Date: 13 March 2022
Ar Due Date: 13 January 2023
Ar Received Date: 10 January 2023
Total Gross Income: £27,748
Total Gross Expenditure: £16,533
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 14 March 2020
Fin Period End Date: 13 March 2021
Ar Due Date: 13 January 2022
Ar Received Date: 13 January 2022
Total Gross Income: £23,716
Total Gross Expenditure: £48,821
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: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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

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

07 Official extract

Charity Event History

Charity Name: MRS IRIS NOREEN SETCHELL CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2000-12-28T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 13 MARCH 2000
Charitable Objects: 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
Area Of Benefit: ANY PART OF THE WORLD

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Complaints handling

Policy Name: Trustee expenses policy and procedures