01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Trust
- Registered
- 11 December 2017
- Removed
- Not supplied
- Financial period
- 7 December 2024 – 6 December 2025
- Latest income
- £17,197
- Latest expenditure
- £6,967
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Ludlow Trust Co Ltd, Tower Wharf, Cheese Lane, BRISTOL, BS2 0JJ
Website recorded by the regulator: https://funding.ludlowtrust.com (displayed as text)
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
- 7 December 2024
- Fin Period End Date
- 6 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 6 October 2026
- Date Annual Return Received
- 26 March 2026
- Total Gross Income
- £17,197
- Total Gross Expenditure
- £6,967
- Fin Period Start Date
- 7 December 2023
- Fin Period End Date
- 6 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 6 October 2025
- Date Annual Return Received
- 3 September 2025
- Total Gross Income
- £19,608
- Total Gross Expenditure
- £8,953
- Fin Period Start Date
- 7 December 2022
- Fin Period End Date
- 6 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 6 October 2024
- Date Annual Return Received
- 4 October 2024
- Total Gross Income
- £11,133
- Total Gross Expenditure
- £7,701
- Fin Period Start Date
- 7 December 2021
- Fin Period End Date
- 6 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 6 October 2023
- Date Annual Return Received
- 1 October 2023
- Total Gross Income
- £6,864
- Total Gross Expenditure
- £37,371
- Fin Period Start Date
- 7 December 2020
- Fin Period End Date
- 6 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 6 October 2022
- Date Annual Return Received
- 14 July 2022
- Total Gross Income
- £8,045
- Total Gross Expenditure
- £7,283
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
- 7 December 2024
- Fin Period End Date
- 6 December 2025
- Ar Due Date
- 6 October 2026
- Ar Received Date
- 26 March 2026
- Total Gross Income
- £17,197
- Total Gross Expenditure
- £6,967
- 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
- 7 December 2023
- Fin Period End Date
- 6 December 2024
- Ar Due Date
- 6 October 2025
- Ar Received Date
- 3 September 2025
- Total Gross Income
- £19,608
- Total Gross Expenditure
- £8,953
- 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
- 7 December 2022
- Fin Period End Date
- 6 December 2023
- Ar Due Date
- 6 October 2024
- Ar Received Date
- 4 October 2024
- Total Gross Income
- £11,133
- Total Gross Expenditure
- £7,701
- 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
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
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
07 Official extract
Charity Event History
- Charity Name
- MAURICE AND SUSAN ROTHSCHILD INCENTIVE TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2017-12-11T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- TRUST DEED DATED 06 DEC 2017
- Charitable Objects
- FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.
09 Official extract
Charity Other Names
- Charity Name Id
- 595608
- Charity Name Type
- Previous name
- Charity Name
- THE MAURICE AND SUSAN ROTHSCHILD INCENTIVE TRUST CHARITABLE FOUNDATION
10 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Risk management
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Complaints policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Financial reserves policy and procedures