CCEW Charity Commission profile

LOUIS NICHOLAS RESIDUARY CHARITABLE TRUST

Registered charity 1172239 · organisation 5095846

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
24 March 2017
Removed
Not supplied
Financial period
6 April 2024 – 5 April 2025
Latest income
£994,304
Latest expenditure
£1,168,109
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Simcox & Co., 35B Market Street, Hoylake, Wirral, CH47 2BG

Website recorded by the regulator: www.lnrct.co.uk (displayed as text)

02 Activities

What the charity does

General purposes

03 Official extract

Charity Annual Return History

Fin Period Start Date
6 April 2024
Fin Period End Date
5 April 2025
Ar Cycle Reference
AR25
Reporting Due Date
5 February 2026
Date Annual Return Received
23 January 2026
Date Accounts Received
23 January 2026
Total Gross Income
£994,304
Total Gross Expenditure
£1,168,109
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
Date Accounts Received
13 January 2025
Total Gross Income
£990,154
Total Gross Expenditure
£1,186,511
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
5 February 2024
Date Accounts Received
5 February 2024
Total Gross Income
£959,371
Total Gross Expenditure
£1,169,422
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
Date Accounts Received
24 January 2023
Total Gross Income
£913,544
Total Gross Expenditure
£754,342
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
1 February 2022
Date Accounts Received
1 February 2022
Total Gross Income
£854,475
Total Gross Expenditure
£727,149

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
5 April 2025
Ar Due Date
5 February 2026
Ar Received Date
23 January 2026
Total Gross Income
£994,304
Total Gross Expenditure
£1,168,109
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
13 January 2025
Total Gross Income
£990,154
Total Gross Expenditure
£1,186,511
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
6 April 2022
Fin Period End Date
5 April 2023
Ar Due Date
5 February 2024
Ar Received Date
5 February 2024
Total Gross Income
£959,371
Total Gross Expenditure
£1,169,422
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
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
£913,544
Total Gross Expenditure
£754,342
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
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Due Date
5 February 2022
Ar Received Date
1 February 2022
Total Gross Income
£854,475
Total Gross Expenditure
£727,149
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
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

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
5 April 2025
Ar Due Date
5 February 2026
Ar Received Date
23 January 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
994304
Income Other
0
Income Total Income And Endowments
994304
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,168,109
Expenditure Other
0
Expenditure Total
1168109
Expenditure Investment Management
0
Expenditure Grants Institution
1090000
Expenditure Governance
78109
Expenditure Support Costs
74120
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
133000
Gain Loss Other
0
Reserves
£15,887,110
Assets Total Fixed
15410756
Assets Own Use
0
Assets Long Term Investment
15410756
Defined Benefit Pension Scheme
0
Assets Other Assets
£520,171
Assets Total Liabilities
£43,817
Assets Current Investment
0
Assets Total Assets And Liabilities
£15,887,110
Creditors One Year Total Current
43817
Creditors Falling Due After One Year
0
Assets Cash
£520,171
Funds Endowment
0
Funds Unrestricted
15887110
Funds Restricted
0
Funds Total
15887110
Count Employees
0
Charity Only Accounts
Yes
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
13 January 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
990154
Income Other
0
Income Total Income And Endowments
990154
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,186,511
Expenditure Other
0
Expenditure Total
1186511
Expenditure Investment Management
0
Expenditure Grants Institution
1104900
Expenditure Governance
81611
Expenditure Support Costs
77635
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
332459
Gain Loss Other
0
Reserves
£15,927,915
Assets Total Fixed
15277756
Assets Own Use
0
Assets Long Term Investment
15277756
Defined Benefit Pension Scheme
0
Assets Other Assets
£697,732
Assets Total Liabilities
£47,573
Assets Current Investment
0
Assets Total Assets And Liabilities
£15,927,915
Creditors One Year Total Current
47573
Creditors Falling Due After One Year
0
Assets Cash
£697,732
Funds Endowment
0
Funds Unrestricted
15927915
Funds Restricted
0
Funds Total
15927915
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
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
5 February 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
957371
Income Other
2000
Income Total Income And Endowments
959371
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,169,422
Expenditure Other
0
Expenditure Total
1169422
Expenditure Investment Management
0
Expenditure Grants Institution
1090000
Expenditure Governance
79422
Expenditure Support Costs
74932
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
670957
Gain Loss Other
0
Reserves
£15,791,813
Assets Total Fixed
14945297
Assets Own Use
0
Assets Long Term Investment
14945297
Defined Benefit Pension Scheme
0
Assets Other Assets
£891,311
Assets Total Liabilities
£44,795
Assets Current Investment
0
Assets Total Assets And Liabilities
£15,791,813
Creditors One Year Total Current
44795
Creditors Falling Due After One Year
0
Assets Cash
£891,311
Funds Endowment
0
Funds Unrestricted
15791813
Funds Restricted
0
Funds Total
15791813
Count Employees
0
Charity Only Accounts
Yes
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
24 January 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
913544
Income Other
0
Income Total Income And Endowments
913544
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£754,342
Expenditure Other
0
Expenditure Total
754342
Expenditure Investment Management
0
Expenditure Grants Institution
673000
Expenditure Governance
81342
Expenditure Support Costs
81342
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
926450
Gain Loss Other
0
Reserves
£15,330,907
Assets Total Fixed
14274340
Assets Own Use
0
Assets Long Term Investment
14274340
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,112,796
Assets Total Liabilities
£56,229
Assets Current Investment
0
Assets Total Assets And Liabilities
£15,330,907
Creditors One Year Total Current
56229
Creditors Falling Due After One Year
0
Assets Cash
£1,112,796
Funds Endowment
0
Funds Unrestricted
15330907
Funds Restricted
0
Funds Total
15330907
Count Employees
0
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Due Date
5 February 2022
Ar Received Date
1 February 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
854475
Income Other
0
Income Total Income And Endowments
854475
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£727,149
Expenditure Other
0
Expenditure Total
727149
Expenditure Investment Management
0
Expenditure Grants Institution
658500
Expenditure Governance
68649
Expenditure Support Costs
68580
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
13347890
Assets Own Use
0
Assets Long Term Investment
13347890
Defined Benefit Pension Scheme
0
Assets Other Assets
£955,040
Assets Total Liabilities
£57,675
Assets Current Investment
0
Assets Total Assets And Liabilities
£14,245,255
Creditors One Year Total Current
57675
Creditors Falling Due After One Year
0
Assets Cash
£955,040
Funds Endowment
0
Funds Unrestricted
14245255
Funds Restricted
0
Funds Total
14245255
Count Employees
0
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England And Wales
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
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

08 Official extract

Charity Event History

Charity Name
LOUIS NICHOLAS RESIDUARY CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2017-03-24T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
WILL PROVED ON 19 AUG 1955
Charitable Objects
FOR SUCH CHARITABLE INSTITUTION OR INSTITUTIONS OR OTHER CHARITABLE OBJECT OR OBJECTS AND IF MORE THAN ONE IN SUCH SHARES AND PROPORTIONS AS MY TRUSTEES SHALL IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION THINK FIT.

10 Official extract

Charity Policy

Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints handling
Policy Name
Internal risk management policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee expenses policy and procedures