THE MCCORQUODALE CHARITABLE TRUST

Registered charity 297697 · 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

GENERAL CHARITABLE PURPOSES.

Area of benefit: NOT DEFINED

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 · Grant history (this charity is a funder) · 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 is closing and winding up its operations, marking the final year of its accounts. During the period, the charity held £nil in unrestricted free reserves and £nil in expendable endowment investments, having distributed £175,800 in grants funded by transfers from its endowment fund. The independent examiner reported no matters requiring attention, confirming the accounts accord with the accounting records.

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 3 of 6 completeness components.

Year-over-year changes

• Going concern: no going-concern doubt (FY2025) → not a going concern (FY2026).

Comparing this charity’s FY2025 and FY2026 accounts as analysed by this site.

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 05/04/2022 (received 15/02/2023, 10 days after the 05/02/2023 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

• Annabel Julia Gouriet
• CAROLINE LOWSLEY-WILLIAMS
• COLIN NORMAN MCCORQUODALE
• LUDLOW TRUST COMPANY LTD · trustee of 137 other charities
• Laura McCorquodale
• Luke Michaeal Lowsley-Williams

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Charities like this

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

• THE HARGREAVES CHARITABLE TRUST income £169k
• INTRUST income £482k
• THE ANNANDALE CHARITABLE TRUST income £712k
• THE MCGILVRAY CHARITABLE FOUNDATION income £52k
• MRS IRIS NOREEN SETCHELL CHARITABLE TRUST income £32k
• MISS MURIEL LIDDIATT CHARITABLE TRUST income £60k

Side by side with its peers

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