MARY SINCLAIR WATSON CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 29 June 2004
Removed: Not supplied
Financial period: 29 December 2024 – 28 December 2025
Latest income: £34,274
Latest expenditure: £42,280
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: 29 December 2024
Fin Period End Date: 28 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 28 October 2026
Date Annual Return Received: 4 August 2026
Date Accounts Received: 4 August 2026
Total Gross Income: £34,274
Total Gross Expenditure: £42,280

Fin Period Start Date: 6 April 2024
Fin Period End Date: 28 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 28 October 2025
Date Annual Return Received: 29 August 2025
Total Gross Income: £16,056
Total Gross Expenditure: £18,382

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: 28 October 2024
Total Gross Income: £0
Total Gross Expenditure: £0

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: 30 January 2024
Total Gross Income: £10,852
Total Gross Expenditure: £10,553

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: 24 January 2023
Total Gross Income: £13,577
Total Gross Expenditure: £35,300

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: 29 December 2024
Fin Period End Date: 28 December 2025
Ar Due Date: 28 October 2026
Ar Received Date: 4 August 2026
Total Gross Income: £34,274
Total Gross Expenditure: £42,280
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 2024
Fin Period End Date: 28 December 2024
Ar Due Date: 28 October 2025
Ar Received Date: 29 August 2025
Total Gross Income: £16,056
Total Gross Expenditure: £18,382
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: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 30 January 2024
Total Gross Income: £10,852
Total Gross Expenditure: £10,553
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: 5
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: 24 January 2023
Total Gross Income: £13,577
Total Gross Expenditure: £35,300
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: Local Authority
Geographic Area Description: Norfolk
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

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

Classification Code: 111
Classification Type: What
Classification Description: Animals

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

07 Official extract

Charity Event History

Charity Name: MARY SINCLAIR WATSON CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2004-06-29T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL DATED 17 SEPTEMBER 1999 PROVED AT WINCHESTER PROBATE REGISTRY ON 6 APRIL 2004.
Charitable Objects: THE COMPANY SHALL HOLD MY RESIDUARY ESTATE AS TO BOTH CAPITAL AND INCOME AS TRUSTEES (HEREINAFTER CALLED THE "MARY SINCLAIR WATSON CHARITABLE TRUST") UPON TRUST TO PAY OR APPLY THE INCOME OF THE MARY SINCLAIR WATSON CHARITABLE TRUST WITH POWER IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME TO PAY OR APPLY THE WHOLE OR ANY PART OR PARTS OF THE CAPITAL OF THE MARY SINCLAIR WATSON CHARITABLE TRUST TO OR FOR THE BENEFIT OF ALL OR SUCH ONE OR MORE OF CHARITIES CONNECTED WITH ANIMAL WELFARE HOMELESSNESS CHILDREN HOSPICES AND CRUELTY AS THE COMPANY SHALL IN THEIR ABSOLUTE DISCRETION SELECT AND IN SUCH SHARES IF MORE THAN ONE AND IN SUCH MANNER AS THE COMPANY SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.
Area Of Benefit: NOT DEFINED. IN PRACTICE, LOCALLY IN NORFOLK.

09 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Conflicting interests

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: Bullying and harassment policy and procedures