PHYLLIS EILEEN BROOKS CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 8 April 2005
Removed: Not supplied
Financial period: 18 March 2025 – 17 March 2026
Latest income: £23,165
Latest expenditure: £44,084
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: 18 March 2025
Fin Period End Date: 17 March 2026
Ar Cycle Reference: AR26
Reporting Due Date: 17 January 2027
Date Annual Return Received: 19 August 2026
Total Gross Income: £23,165
Total Gross Expenditure: £44,084

Fin Period Start Date: 6 April 2024
Fin Period End Date: 17 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 17 January 2026
Date Annual Return Received: 12 January 2026
Total Gross Income: £17,783
Total Gross Expenditure: £10,214

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: 13 January 2025
Total Gross Income: £13,730
Total Gross Expenditure: £12,770

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: £11,155
Total Gross Expenditure: £25,390

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: £17,375
Total Gross Expenditure: £42,451

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: 18 March 2025
Fin Period End Date: 17 March 2026
Ar Due Date: 17 January 2027
Ar Received Date: 19 August 2026
Total Gross Income: £23,165
Total Gross Expenditure: £44,084
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: 6 April 2024
Fin Period End Date: 17 March 2025
Ar Due Date: 17 January 2026
Ar Received Date: 12 January 2026
Total Gross Income: £17,783
Total Gross Expenditure: £10,214
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: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 13 January 2025
Total Gross Income: £13,730
Total Gross Expenditure: £12,770
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: 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: £11,155
Total Gross Expenditure: £25,390
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: 11 January 2023
Total Gross Income: £17,375
Total Gross Expenditure: £42,451
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: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

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

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

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

07 Official extract

Charity Event History

Charity Name: PHYLLIS EILEEN BROOKS CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2005-04-08T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL DATED 18 APRIL 2000 PROVED AT PROBATE REGISTRY ON 4 JUNE 2001.
Charitable Objects: TO APPLY THE FUNDS OF THE CHARITY FOR THE BENEFIT OF REGISTERED CHARITIES AT THE DISCRETION OF THE TRUSTEES.
Area Of Benefit: NOT DEFINED.IN PRACTICE SOUTH WALES.

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling