01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 15 November 2023
- Removed
- Not supplied
- Financial period
- 1 April 2025 – 31 March 2026
- Latest income
- £9,097
- Latest expenditure
- £14,409
- Gift Aid
- No
- 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
02 Activities
What the charity does
Income to be paid to Family Welfare Association
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 31 January 2027
- Date Annual Return Received
- 7 September 2026
- Total Gross Income
- £9,097
- Total Gross Expenditure
- £14,409
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 10 November 2025
- Total Gross Income
- £13,068
- Total Gross Expenditure
- £13,923
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 10 November 2025
- Total Gross Income
- £13,068
- Total Gross Expenditure
- £13,923
- 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
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
07 Official extract
Charity Event History
- Charity Name
- MISS LYRA ADOLPHINA EMMY KOETTGEN CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2023-11-15T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- WILL PROVED ON 01 NOV 1952
- Charitable Objects
- THE FUND SHALL BE PAID TO THE CHARITY ORGANISATION SOCIETY TRUSTEE LTD (NOW FAMILY ACTION) AND USED BY THE SAID ORGANISATION FOR THE PURPOSE OF THE PROMOTION AND FURTHERANCE OF COMMERCIAL EDUCATION (AS DEFINED IN CLAUSE 8 OF THE WILL OF THE LATE MISS LYRA ALDOLPHINA EMMY KOETTGEN DATED 20TH SEPTEMBER 1946) FOR PERSONS (AS DEFINED IN CLAUSE 8 OF THE SAID WILL) TO EDUCATE THEMSELVES OR TO OBTAIN TUITION OR EXPERIENCE TO FIT THEM FOR A HIGHER OR MORE SUCCESSFUL COMMERCIAL CAREER THAN THEY MIGHT OTHERWISE ATTAIN AND IN DEFAULT THEREOF TO PAY THE FUND IN ACCORDANCE WITH CLAUSE 8(I) OF THE SAID WILL
09 Official extract
Charity Policy
- Policy Name
- Risk management
- Policy Name
- Conflicting interests
- Policy Name
- Investment
- Policy Name
- Complaints handling