THE IVATT AND PAMELA SMITH CHARITABLE TRUST

Registered charity 1129253 · accounts filings on the Charity Commission register

General Charitable Purposes. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY-ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THE RIGHT OF THE TRUSTEES TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Area of benefit: UNDEFINED. IN PRACTICE, NATIONAL.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Religious Activities · website · Get email alerts

Registered contact address: Bristol, City of, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that total incoming resources were £11,643, while grants awarded totaled £60,654, funded in part by a transfer of £32,393 from the expendable endowment fund. At year-end, the charity held total cash balances of £72,823, including £4,939 in unrestricted free reserves and investments within the expendable endowment fund valued at £612,786. The trustees maintain a policy of keeping free reserves available for future needs and contingencies.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• LUDLOW TRUST COMPANY LTD · trustee of 137 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Essex

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE THOMPSON6 CHARITABLE TRUST.

• THE THOMPSON6 CHARITABLE TRUST income £99k
• THE PAMELA EDMUNDSON/CONNOLLY CHARITABLE TRUST income £51k
• MISS PATRICIA ANN HERBERTS CHARITABLE TRUST income £61k
• THE PAMELA CORDELIA SMITH CHARITABLE TRUST income £47k
• THE KATHLEEN SMITH FOUNDATION income £119k
• THE JOAN LYNETTE DALTON CHARITABLE TRUST income £120k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.