THE CHARLOTTE TANA HEYMANN CHARITABLE TRUST

Registered charity 1141820 · 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.

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

Causes: General Charitable Purposes · website · Get email alerts

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

Financial health, per its FY2026 accounts

The accounts state that the charity held unrestricted free reserves of £5,411 at the end of the reporting period, down from £16,840 in the previous year. The trustees pursue a policy of maintaining free reserves to cover future needs and contingencies, though no specific monetary target is defined. The charity reported total incoming resources of £15,603, primarily from investment income, and made grants totaling £47,565.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 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.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 25/03/2024 (received 07/02/2025, 13 days after the 25/01/2025 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• LUDLOW TRUST COMPANY LTD · trustee of 138 other charities

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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Semantically similar by activities and financial character, from our analysed corpus. Compare with THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST.

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• MARGARET GUIDO'S CHARITABLE TRUST income £37k
• DILYS JOYCE COLEMAN CHARITABLE TRUST income £39k
• THE STEFAN AND MAY FRANCES KWASNIEWSKI CHARITABLE TRUST income £48k

Side by side with its peers

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