MISS RENE ETHEL CHECKLAND CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 15 July 2008
Removed: Not supplied
Financial period: 12 February 2025 – 11 February 2026
Latest income: £34,208
Latest expenditure: £35,994
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: 12 February 2025
Fin Period End Date: 11 February 2026
Ar Cycle Reference: AR26
Reporting Due Date: 11 December 2026
Date Annual Return Received: 5 November 2026
Date Accounts Received: 5 November 2026
Total Gross Income: £34,208
Total Gross Expenditure: £35,994
Accounts Qualified: Yes

Fin Period Start Date: 6 April 2024
Fin Period End Date: 11 February 2025
Ar Cycle Reference: AR25
Reporting Due Date: 11 December 2025
Date Annual Return Received: 8 December 2025
Date Accounts Received: 8 December 2025
Total Gross Income: £31,587
Total Gross Expenditure: £27,494

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 January 2025
Date Accounts Received: 15 January 2025
Total Gross Income: £33,084
Total Gross Expenditure: £44,914

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: 31 January 2024
Total Gross Income: £24,180
Total Gross Expenditure: £16,730

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: 2 February 2023
Total Gross Income: £17,344
Total Gross Expenditure: £31,295

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: 12 February 2025
Fin Period End Date: 11 February 2026
Ar Due Date: 11 December 2026
Ar Received Date: 5 November 2026
Total Gross Income: £34,208
Total Gross Expenditure: £35,994
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: 11 February 2025
Ar Due Date: 11 December 2025
Ar Received Date: 8 December 2025
Total Gross Income: £31,587
Total Gross Expenditure: £27,494
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: 15 January 2025
Total Gross Income: £33,084
Total Gross Expenditure: £44,914
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: 31 January 2024
Total Gross Income: £24,180
Total Gross Expenditure: £16,730
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: 2 February 2023
Total Gross Income: £17,344
Total Gross Expenditure: £31,295
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: 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: 101
Classification Type: What
Classification Description: General Charitable Purposes

07 Official extract

Charity Event History

Charity Name: MISS RENE ETHEL CHECKLAND CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2008-07-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL EXECUTED 27 AUGUST 1998
Charitable Objects: I GIVE THE REMINDER 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 DIRECTB) AND IN DEFAULT OF 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 REPLACEDD) 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 MY 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: NATIONAL

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures