A J H ASHBY WILL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 3 May 1990
Removed: Not supplied
Financial period: 6 April 2024 – 11 June 2025
Latest income: £55,547
Latest expenditure: £63,778
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Ludlow Trust Co (Southampton) Ltd, 1300 Parkway, 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: 6 April 2024
Fin Period End Date: 11 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 11 April 2026
Date Annual Return Received: 2 April 2026
Date Accounts Received: 2 April 2026
Total Gross Income: £55,547
Total Gross Expenditure: £63,778

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: 14 January 2025
Date Accounts Received: 14 January 2025
Total Gross Income: £42,077
Total Gross Expenditure: £47,008

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: 23 January 2024
Date Accounts Received: 23 January 2024
Total Gross Income: £31,252
Total Gross Expenditure: £60,784

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: 10 January 2023
Date Accounts Received: 6 April 2023
Total Gross Income: £40,098
Total Gross Expenditure: £92,813

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: £25,874
Total Gross Expenditure: £59,707

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: 11 June 2025
Ar Due Date: 11 April 2026
Ar Received Date: 2 April 2026
Total Gross Income: £55,547
Total Gross Expenditure: £63,778
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: 14 January 2025
Total Gross Income: £42,077
Total Gross Expenditure: £47,008
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: 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: 23 January 2024
Total Gross Income: £31,252
Total Gross Expenditure: £60,784
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: 10 January 2023
Total Gross Income: £40,098
Total Gross Expenditure: £92,813
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: £25,874
Total Gross Expenditure: £59,707
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: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

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

07 Official extract

Charity Event History

Charity Name: A J H ASHBY WILL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1990-05-03T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: WILL PROVED AT PPR ON 6TH SEPTEMBER 1988
Charitable Objects: THE PROMOTION OF CHARITY IN THE MANNER HEREINAFTER SET OUT THAT IS TO SAY (A) IN SUCH MANNER OR TO SUCH OBJECTS AS SHALL BY MEMORANDUM DIRECT; (B) AND IN DEFAULT OF SUCH MEMORANDUM THE COMPANY SHALL DISTRIBUTE THE SAID INCOME TO SUCH CHARITY OR CHARITIES AND IN SUCH AMOUNT OR AMOUNTS AS IT SHALL IN ITS ABSOLUTE DISCRETION THINK FIT.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

10 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Investment

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints handling

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Bullying and harassment policy and procedures