HAROLD BUCKINGHAM CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 24 April 2001
Removed: Not supplied
Financial period: 6 April 2024 – 26 July 2025
Latest income: £26,279
Latest expenditure: £18,724
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Ludlow Trust Co (Southampton) Ltd, Yarmouth House, 1300 Parkway, Solent Business Park, Whiteley, PO15 7AX

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 April 2024
Fin Period End Date: 26 July 2025
Ar Cycle Reference: AR25
Reporting Due Date: 26 May 2026
Date Annual Return Received: 7 May 2026
Date Accounts Received: 7 May 2026
Total Gross Income: £26,279
Total Gross Expenditure: £18,724

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: 15 November 2024
Total Gross Income: £11,802
Total Gross Expenditure: £8,924

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: 28 November 2023
Total Gross Income: £9,636
Total Gross Expenditure: £19,200

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: 11 January 2023
Total Gross Income: £14,991
Total Gross Expenditure: £25,994

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 15 January 2022
Total Gross Income: £8,545
Total Gross Expenditure: £18,904

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: 6 April 2024
Fin Period End Date: 26 July 2025
Ar Due Date: 26 May 2026
Ar Received Date: 7 May 2026
Total Gross Income: £26,279
Total Gross Expenditure: £18,724
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: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 15 November 2024
Total Gross Income: £11,802
Total Gross Expenditure: £8,924
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: 4
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: 11 January 2023
Total Gross Income: £14,991
Total Gross Expenditure: £25,994
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: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

07 Official extract

Charity Event History

Charity Name: HAROLD BUCKINGHAM CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2001-04-24T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL DATED 24 NOVEMBER 1999
Charitable Objects: I GIVE THE REMAINDER OF MY ESTATE TO MY TRUSTEES TO ADMINISTER THE SAME ACCORDING TO LAW AND TO HOLD MY RESIDUARY ESTATE UPON TRUST TO APPLY THE INCOME THEREFROM IN PERPETUITY FOR THE PROMOTION OF CHARITY IN THE MANNER HEREINAFTER SET OUT THAT IS TO SAY: -(A) IN SUCH MANNER OR TO SUCH CHARITABLE OBJECTS AS I SHALL BY MEMORANDUM DIRECT(B) AND IN DEFAULT OR SUCH MEMORANDUM TO DISTRIBUTE THE SAID INCOME TO SUCH CHARITY OR CHARITIES AND IN SUCH AMOUNT OR AMOUNTS AS THEY SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT(C) ALL SUCH PAYMENTS SHALL BE MADE ONLY TO UNITED KINGDOM CHARITABLE INSTITUTIONS REGISTERED WITH THE CHARITY COMMISSION UNDER THE CHARITIES ACT 1960 AS AMENDED OR REPLACED(D) PROVIDED FURTHER THAT IN THE ABSENCE OF ANY MEMORANDUM OR CAPITAL INSTRUCTIONS TO APPLY OR PAY THE CAPITAL OF MY RESIDUARY ESTATE FOR SUCH CHARITABLE PURPOSES FROM TIME TO TIME AS THEY SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT TO THE EXHAUSTION OF THE SAID RESIDUARY ESTATE(E) I DIRECT THAT THE RECEIPT OF THE TREASURER OR OTHER AUTHORISED OFFICER FOR THE TIME BEING OF ANY CHARITY BENEFITING UNDER THIS MY WILL SHALL BE A FULL AND SUFFICIENT DISCHARGE TO MY TRUSTEES
Area Of Benefit: UNITED KINGDOM CHARITABLE INSTITUTIONS

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: Complaints handling

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures