THE MERRICK AND HEATH FUND

Charity Number: 254329

Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity applies the income of the trust fund for the benefit of past, present and future employees, dependants, widow(er)s and orphans of Merrick and Heath Ltd. The charity awards grants to charitable institutions and individuals. The trust manager reviews applications for grants when received and the trustee awards grants at its discretion.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £7,434

Total expenditure: £16,240

People

1 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:

The Advancement Of Health Or Saving Of Lives
Other Charitable Purposes

Who the charity helps:

Other Defined Groups

How the charity helps:

Makes Grants To Individuals
Makes Grants To Organisations

Where the charity operates:

Throughout England And Wales

Governance

Registration history:

23 December 1968: Standard registration

Organisation type:

Other

Other names:

MR H E HEATH DECEASED (Working name)

Gift aid:

Not recognised by HMRC for gift aid

Other regulators:

Financial Conduct Authority

Policies:

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Land and property:

This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

1 Trustee(s)

LUDLOW TRUST COMPANY (SOUTHAMPTON) LTD

Trustee

JEHANGIR MANEK ANKLESARIA CHARITABLE TRUST	Received: On time
ERNEST MORRIS CHARITABLE TRUST	Received: On time
THE LINMARDON TRUST	Received: On time
THE SYDNEY & OLGA BRAXTON CHARITABLE TRUST	Received: On time
THE ELDA LATIN CHARITABLE TRUST	Received: On time
PHYLLIS EILEEN BROOKS CHARITABLE TRUST	Received: On time
THE VIOLET DELANEY CHARITABLE TRUST	Received: On time
PETER CURZON ORAM CHARITABLE TRUST	Received: On time
MR AND MRS Y A WAHAB TRUST FUND	Received: On time
THE MARY HEAP CHARITABLE TRUST	Received: On time
THE PAUL AND RACHEL JEFFREYS CHARITABLE TRUST	Received: On time
THE RICHARD AND LILLIAN WOODS CHARITABLE TRUST	Received: On time
THE MARGARET GLADYS GRIMES CHARITABLE TRUST	Received: On time
THE JOHN HOWARD & DENISE FRANCES MERRY CHARITABLE TRUST	Received: On time
THE BRENDA LORRAINE THOMAS CHARITABLE TRUST	Received: On time
WILLLIAM MALCOLM LAW WILL TRUST	Received: On time
MISS JOAN FRANCES BRACKIN DECEASED CHARITABLE TRUST	Received: On time
THE LATE JOHN VALENTINE LEAROYD TRUST	Received: On time
GEORGE AND GRACE HART TRUST FUND	Received: On time
THE JEAN MARY GOWANS CHARITABLE TRUST	Received: On time
AUDREY KNOWLES CHARITABLE TRUST	Received: On time
A J H ASHBY WILL TRUST	Received: On time
THE LILIAN AND KENNETH HARRISON TRUST	Received: On time
MARY LEAPMAN CHARITABLE TRUST	Received: On time
EDMUND HERBERT ST PATRICK WHITE CHARITABLE TRUST	Received: On time
THE DR BRAHMA DUTT MEMORIAL TRUST	Received: On time
THE SIR EDWARD HOLDEN EDUCATIONAL TRUST	Received: On time
THE MOLLY DE GUNST ENDOWMENT	Received: On time
DOUBLEDAY RESEARCH FELLOWSHIP	Received: On time
THE JOHN SLATER FOUNDATION	Received: On time
THE SYDNEY SMITH TRUST	Received: On time
WILLIAM FRANK PINN CHARITABLE TRUST	Received: On time
THE KINGSLEY LARK ENDOWMENT	Received: On time
BELSIZE CHARITABLE TRUST NO 2	Received: On time
THE MARK CASEY MEMORIAL CHARITY	Received: On time
DEREK PRITCHARD TRUST	Received: On time
THE DAVID RICHARD BELL AND ROSEMARY ELIZABETH BELL CHARITABLE TRUST	Received: On time
THE WILLIAM ARTHUR WEDDELL TRUST	Received: On time
BERYL DOREEN THOMAS CHARITABLE TRUST	Received: On time
CJA NICHOLLS DECEASED CHARITABLE TRUST	Received: On time
MARY SINCLAIR WATSON CHARITABLE TRUST	Received: On time
THE PAUL AND JENNIFER GIBBONS CHARITABLE TRUST	Received: On time
JOSEF WATT CHARITABLE TRUST	Received: On time
SHAW MEADES CHARITABLE TRUST	Received: On time
HAROLD CHARLES DARNEY DECEASED	Received: On time
THE DENNIS HOOLEY CHARITABLE TRUST	Received: On time
THE PAMELA EDMUNDSON/CONNOLLY CHARITABLE TRUST	Received: On time
BAIN CHARITABLE TRUST	Received: On time
DOROTHY BRIDGE GRIFFITH CHARITABLE TRUST	Received: On time
DAVID BRIAN DAVIES CHARITABLE TRUST	Received: On time
THE NORA MILBURN CHARITABLE TRUST	Received: On time
THE JOHN RAYMOND TIJOU CHARITABLE TRUST	Received: On time
HARRY FIELDSEND HAWLEY RESIDUARY FUND	Received: On time
THE MPG CHARITABLE TRUST	Received: On time
MISS MURIEL LIDDIATT CHARITABLE TRUST	Received: On time
THE DORIS LOUISE HAILES CHARITABLE TRUST	Received: On time
FREDERICK GEORGE DRAY, RESIDUARY ESTATE TRUST	Received: On time
THE C M LOWE CHARITABLE TRUST	Received: On time
HERBERT DAY TRUST	Received: On time
MAUREEN BATEMAN CHARITABLE TRUST	Received: On time
THE ANNANDALE CHARITABLE TRUST	Received: On time
THE IONE VASSILIOU CHARITABLE TRUST	Received: On time
THE JEANNINE VASSILIOU CHARITABLE TRUST	Received: On time
THE LATE ST PATRICK WHITE CHARITABLE TRUST	Received: On time
DIANA MARY SYMON CHARITABLE TRUST	Received: On time
CAPTAIN SYDNEY ASHTON MORGAN TRUST	Received: On time
JOHN HENDERSON MCGREGOR CHARITABLE TRUST	Received: On time
THE JONATHAN BILLING CHARITABLE TRUST	Received: On time
THE MARGARET BUTCHERS CHARITABLE TRUST	Received: On time
THE NICKA VASSILIOU CHARITABLE TRUST	Received: On time
THE LATE MR LEONARD MARCHANT MINTY CHARITABLE TRUST	Received: On time
THE BRADBURY CHARITABLE TRUST	Received: On time
ERSKINE MUTON TRUST FUND	Received: On time
THE WILLOUGHBY HARRY THOMPSON CHARITABLE TRUST	Received: On time
EDUCATIONAL TRUST NO 1 1982	Received: On time
THE ELIZABETH ELEANOR GWYNN WILLIAMS CHARITABLE TRUST	Received: On time
THE JOAN HAYES PHILLIPPS CHARITABLE TRUST	Received: On time
THE ESTATE OF THE LATE WILLIAM POOLE	Received: On time
THE JOAN LYNETTE DALTON CHARITABLE TRUST	Received: On time
HAWKSBEE CHARITABLE TRUST	Received: On time
THE DR ELLEN SPEERS EMSLIE CHARITABLE TRUST	Received: On time
THE VALERIE CALLIS TRUST FUND	Received: On time
ALFRED CHARLES CUTHBERT PARKER WILL TRUST	Received: On time
THE CAETANI-HOWARD CHARITABLE TRUST	Received: On time
THE MISS JO TORRINGTON CHILDRENS FUND	Received: On time
THE MARJORIE HENDERSON MEMORIAL FUND	Received: On time
THE MACKAY AND BREWER CHARITABLE TRUST	Received: On time
DR FRIEDRICH STOCK MEMORIAL TRUST	Received: On time
HAROLD BUCKINGHAM CHARITABLE TRUST	Received: On time
THE JOHN PARKER CHARITABLE TRUST	Received: On time
KEN AND SYLVIA HYMAS CHARITABLE TRUST	Received: On time
THE JOYCE LOMAX BULLOCK CHARITABLE TRUST	Received: On time
DR DUDLEY AND MRS FAITH HARRIS CHARITABLE TRUST	Received: On time
THE COYSH FAMILY CHARITABLE TRUST	Received: On time
THE SPENCER FAMILY CHARITABLE TRUST	Received: On time
THE MAY HARDY MBE CHARITABLE TRUST	Received: On time
THE DRS HADY BAYOUMI & RASHIDA MANGERA CHARITABLE TRUST	Received: On time
THE ADA HILLARD CHARITABLE TRUST	Received: On time
MISS RENE ETHEL CHECKLAND CHARITABLE TRUST	Received: On time
HANNAH VIVIENNE DELMA JAMES DECEASED CHARITABLE TRUST	Received: On time
DILYS JOYCE COLEMAN CHARITABLE TRUST	Received: On time
THE JOSEPH AND JOSEPHINE SLATER CHARITABLE TRUST	Received: On time
THE DIXIE ROSE FINDLAY CHARITABLE TRUST	Received: On time
DOROTHY AND OLIVE PRATT CHARITABLE TRUST	Received: On time
THE PHILIP BEYNON CHARITABLE TRUST	Received: On time
THE PAULINE MARGARET GROOME CHARITABLE TRUST	Received: On time
THE LATE GWYNETH MON WILLIAMS CHARITABLE TRUST	Received: On time
JOHN A TIMOTHY CHARITY FUND	Received: On time
THE NANCY WARE TRUST	Received: On time
THE WINIFRED AND ISIDORE WARTSKI TRUST	Received: On time

Financial history

Financial period end date

Income / Expenditure	05/04/2020	05/04/2021	05/04/2022	05/04/2023	05/04/2024
Total gross income	£8.29k	£5.12k	£4.39k	£5.70k	£7.43k
Total expenditure	£5.71k	£3.68k	£20.94k	£13.70k	£16.24k
Income from government contracts	N/A	N/A	N/A	N/A	N/A
Income from government grants	N/A	N/A	N/A	N/A	N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.

Title	Reporting year	Date received	Received
Annual return	05 April 2024	15 November 2024	On Time
Accounts and TAR	05 April 2024	Not Required
Annual return	05 April 2023	29 November 2023	On Time
Accounts and TAR	05 April 2023	Not Required
Annual return	05 April 2022	17 January 2023	On Time
Accounts and TAR	05 April 2022	Not Required
Annual return	05 April 2021	15 January 2022	On Time
Accounts and TAR	05 April 2021	Not Required
Annual return	05 April 2020	07 December 2020	On Time
Accounts and TAR	05 April 2020	Not Required

Submit annual return

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

WILL PROVED AT BIRMINGHAM 27TH SEPTEMBER 1946 AND COURT DECLARATION OF THE 13TH NOVEMBER 4961 AND SCHEME OF 8TH JULY 1971

Charitable objects

THE RELIEF OF POVERTY AMONG THE EMPLOYEES OR EX-EMPLOYEES OF MERRICK AND HEATH LIMITED AND THEIR DEPENDANTS AND FAMILIES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:: Ludlow Trust Co (Southampton) Ltd
1300 Parkway
Whiteley
FAREHAM
Hampshire
PO15 7AX
Phone:: 02380 722525
Email:: charitabletrusts@ludlowtrust.com
Website:: No information available

THE MERRICK AND HEATH FUND

Charity overview

Activities - how the charity spends its money

Income and expenditure

People

Employees with total benefits over £60,000

Fundraising

Trading

Trustee payments

What, who, how, where

Governance

Trustees

1 Trustee(s)

Financial history

Financial period end date

Accounts and annual returns

Governing document

Charitable objects

Area of benefit

Contact information

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