THE MAURICE HENRY ROE CHARITABLE TRUST

Registered charity 1159736 · 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

Financial health, per its FY2025 accounts

The accounts state that free reserves were £3,480 at the end of the period, down from £6,919 in the prior year. The charity holds bank balances of £8,767 and investments valued at £675,070 within an expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks.

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.

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

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

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