EDITH MURPHY FOUNDATION

Charity number: 1026062

Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To make donations to any charitable institution or foundation for the purposes of such institution's or foundation's charitable objects of such amount or amounts and in such manner generally as the trustees shall in their absolute discretion determine. Trust is open to applications. Please submit your application to https://funding.ludlowtrust.com

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£941,637

	Donations and legacies	£1.62k
	Charitable activities	£0
	Other trading activities	£0
	Investments	£940.02k
	Other	£0

Total expenditure:
£1,080,799

	Raising funds	£163.18k
	Charitable activities	£917.62k
	Other	£0

£3,184,386 investments gains (losses)

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

	Raising funds and other expenditure	£163.18k
	Charitable expenditure	£917.62k

Show investment gains

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making

What the charity does:

General Charitable Purposes
Education/training
The Advancement Of Health Or Saving Of Lives
Disability
The Prevention Or Relief Of Poverty
Arts/culture/heritage/science
Amateur Sport
Animals
Environment/conservation/heritage
Other Charitable Purposes

Who the charity helps:

Children/young People
Elderly/old People
People With Disabilities
Other Charities Or Voluntary Bodies
The General Public/mankind

How the charity helps:

Makes Grants To Organisations
Sponsors Or Undertakes Research

Where the charity operates:

Throughout England And Wales
Northern Ireland
Scotland

Governance

Registration history:

15 September 1993: Standard registration

Organisation type:

Trust

Other names:

No other names

Gift aid:

Not recognised by HMRC for gift aid

Other regulators:

No information available

Policies:

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
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

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

6 Trustee(s)

DAVID LESLIE TAMS

Chair

15 January 1993

None on record

DAVID LESLIE TAMS

LUDLOW TRUST COMPANY LTD

Trustee

06 April 2021

MISS LYRA ADOLPHINA EMMY KOETTGEN CHARITABLE TRUST	Recently registered
THE KATHLEEN SMITH FOUNDATION	Received: On time
MISS PATRICIA ANN HERBERTS CHARITABLE TRUST	Received: On time
GREEN AND LILIAN F M AINSWORTH AND FAMILY BENEVOLENT FUND	Received: On time
THE DENNARD FAMILY CHARITABLE TRUST	Received: On time
HARRY AUSTIN WILL TRUST	Received: On time
THE DANEGO CHARITABLE TRUST	Received: On time
THE ALBERT EDWARD PROCTER CHARITABLE TRUST	Received: On time
THE ROWLAND BETTY MEMORIAL TRUST	Received: 6 days late
THE BLOOMFIELD CHARITABLE TRUST	Received: On time
MEGAN VAN'T HOFF CHARITABLE TRUST	Received: On time
MRS KATHLEEN LOUISE JANE BARTLETT DECEASED CHARITABLE TRUST	Received: On time
THE STEFAN AND MAY FRANCES KWASNIEWSKI CHARITABLE TRUST	Received: On time
ROSEMARY CONSTANCE REEVE ANGEL CHARITABLE TRUST	Received: On time
THE ELLEN MAVIS CHALK CHARITABLE TRUST	Received: On time
THE J COHEN FAMILY CHARITABLE TRUST	Received: On time
MRS IRIS NOREEN SETCHELL CHARITABLE TRUST	Received: On time
THE CHARLOTTE TANA HEYMANN CHARITABLE TRUST	Received: 13 days late
The Patricia Routledge Foundation	Received: On time
THE BARHAM CHARITABLE TRUST	Received: On time
THE VIOLET HELEN DIXON CHARITABLE TRUST	Received: On time
MARGARET GUIDO'S CHARITABLE TRUST	Received: On time
THE MCCORQUODALE CHARITABLE TRUST
HEINRICH WOLFGANG DONNER SETTLEMENT	Received: On time
MRS ALICE LILIAN NASH WILL TRUST	Received: On time
THE HELEN ISABELLA MCMORRAN CHARITABLE FOUNDATION	Received: On time
THE GWENETH MOXON CHARITABLE TRUST	Received: On time
THE PANTHEON CHARITABLE TRUST	Received: On time
THE GALLUS TRUST	Received: On time
THE IRVING MEMORIAL TRUST	Received: On time
MR HERBERT MILLER'S CHARITABLE WILL TRUST	Received: 5 days late
MR HERBERT MILLER'S SETTLEMENT TRUST	Received: On time
THE GOLDCREST CHARITABLE TRUST	Received: On time
MISS EDITH MARY SAGE CHARITABLE TRUST	Received: On time
THE HARRY BACON FOUNDATION	Received: On time
THE GIGGLEMUG CHARITABLE TRUST	Received: On time
THE BETTY MARGARET LITTLER FOUNDATION	Received: On time
THE GARENNIE CHARITABLE TRUST	Received: On time
THE DINSWADE TRUST	Received: On time
THE A.M. PERRY CHARITABLE FOUNDATION	Received: On time
THE LOIS CUMBERS CHARITABLE FOUNDATION	Received: On time
D J H CURRIE MEMORIAL TRUST	Received: On time
THE TOMLINSON FAMILY CHARITABLE TRUST	Received: On time
THE HELIANTHUS CHARITABLE TRUST	Received: On time
THE LIDBURY FAMILY TRUST	Received: On time
THE WILFRED AND ELSIE ELKES CHARITY FUND	Received: On time
THE MISS J K STIRRUP CHARITY TRUST	Received: On time
MARGARET JOAN CAMPION CHARITABLE TRUST	Received: On time
THE OAKWELL CHARITABLE TRUST	Received: On time
THE MONATREA CHARITABLE TRUST	Received: On time
THE LATE FRANCES CRABTREE CHARITABLE TRUST	Received: On time
THE ADLARD FAMILY CHARITABLE FOUNDATION	Received: On time
THE IAN KEITH AND SYLVIA KEITH CHARITABLE TRUST	Received: On time
THOMAS HENRY NORMAN ALLEN CHARITABLE TRUST	Received: On time
THE MARGARET CHATTELL TRUST	Received: On time
THE GORDON ERNEST SILBERMAN CHARITABLE TRUST	Received: On time
THE LINLEY SHAW FOUNDATION	Received: On time
THE THOMAS MOFFITT CLARK CHARITABLE TRUST	Received: On time
THE IMP TRUST	Received: On time
CLARA E BURGESS CHARITY	Received: On time
THE DICKINSON CHARITABLE TRUST	Received: On time
CLAPP FAMILY CHARITABLE TRUST	Received: On time
THE POINTER FAMILY TRUST	Received: On time
THE BRYAN CHRISTOPHER CORRIGAN CHARITABLE TRUST	Received: On time
THE ANTHONY SCHOLEFIELD FOUNDATION	Received: On time
THE SEABY FOUNDATION	Received: On time
THE PAULINE BISHOP CHARITABLE TRUST	Received: On time
THE MARJORIE PURSER TRUST	Received: On time
THE HEDERA CHARITABLE TRUST	Received: On time
The Origin Foundation	Received: On time
THE AUTUMN STONE FOUNDATION	Received: On time
THE IVATT AND PAMELA SMITH CHARITABLE TRUST	Received: On time
THE BLYTH CHARITABLE TRUST	Received: 7 days late
THE HAPPY CHARITABLE TRUST	Received: On time
THE STATHAM FAMILY CHARITABLE TRUST	Received: On time
THE BANISTER CHARITABLE TRUST	Received: On time
ARTHUR JOHN LARKIN WILL TRUST	Received: On time
THE BEVERIDGE HERPETOLOGICAL TRUST	Received: On time
THE COUNT ZOLTAN ROSCO MARIA VON ROSENTHAL CHARITABLE TRUST	Received: On time
DR BARROW TRUST	Received: On time
EDITH AND W E ALKINS MEMORIAL FUND IN CONNECTION WITH WESTWOOD HIGH SCHOOL	Received: On time
HERBERT CHARLES COLEMAN WILL TRUST FUND	Received: On time
THE LATE MISS DORIS EVELYN CLARKE'S CHARITABLE TRUST	Received: On time
MISS EVELYN DAPHNE HARGREAVES CHARITABLE TRUST	Received: On time
THE GLADYS JONES CHARITABLE TRUST	Received: On time
MISS PAMELA RUSSELL'S CHARITABLE FOUNDATION	Received: On time
REGINALD AUGUSTUS EDWARD HENESY WILL TRUST	Received: On time
MRS ELDA CARAPIET'S 1961 SETTLEMENT	Received: On time
MRS ELIZABETH GRACE CHADWICK'S CHARITABLE TRUST	Received: On time
MRS J M PALMER-MOREWOOD CHARITABLE TRUST	Received: On time
THE PETER HEADRIDGE FUND	Received: On time
THE FRIEDEL HELENE WALSINGHAM AWARD	Received: On time
PHILIP AND GRANVILLE CHARITABLE TRUST	Received: On time
THE RAPHAEL AND MARIKA LEVY BENEVOLENT FUND	Received: On time
THE RONALDO FALCONER CHARITY	Received: On time
THE RUSSELL AND MARY FOREMAN 1980 CHARITABLE TRUST	Received: On time
THE ALAN STEPHEN CULLUM TRUST	Received: On time
THE ARDGOWAN CHARITABLE TRUST	Received: On time
THE ARTHUR RONALD DYER CHARITABLE TRUST	Received: On time
THE BARRY ANTHONY NEWSAM CHARITABLE TRUST	Received: On time
THE BASCULE CHARITABLE TRUST	Received: 1 day late
THE BESSIE ANN CANNING TRUST	Received: On time
THE CHARLES FREDERICK GREEN CHARITABLE TRUST	Received: On time
THE CHATTELL CHARITABLE WILL TRUST	Received: On time
THE CONSTANCE FAULDS CRAWFORD CHARITABLE TRUST	Received: On time
THE CRESSY FOUNDATION	Received: On time
THE DENIS JAMES BARTLETT AND BRIGID CATHERINE CLARE BARTLETT CHARITABLE TRUST	Received: On time
THE DOROTHY GORDON CHARITABLE TRUST	Received: On time
THE DOROTHY HELEN HABBEN CHARITABLE TRUST	Received: On time
THE ELIZABETH MAISIE STAFFORD CHARITABLE TRUST	Received: On time
THE GILLARD MASON FOUNDATION CHARITABLE TRUST	Received: On time
THE GLYN CHARITABLE TRUST	Received: On time
THE HAMER CHARITABLE TRUST	Received: On time
THE IRENE NEWMAN CHARITABLE TRUST	Received: On time
THE JEAN MCCRACKEN CHARITABLE TRUST	Received: On time
THE JOAN WYATT CHARITABLE TRUST	Received: On time
THE JOHN WEILER FOUNDATION	Received: On time
THE KATHLEEN MARY LUMB CHARITABLE TRUST	Charity reporting is overdue by 23 days
THE LEAVER FAMILY CHARITABLE TRUST	Received: On time
THE LOUISE EDITH COLLIS CHARITABLE TRUST	Received: On time
THE MAGPIE CHARITABLE TRUST	Received: On time
THE MARGARET SEVILLA STAPLES CHARITABLE TRUST	Received: On time
THE MAUREEN BEATRICE MCGARVEY CHARITABLE TRUST	Received: On time
THE MAURICE HENRY ROE CHARITABLE TRUST	Received: On time
THE MCGILVRAY CHARITABLE FOUNDATION	Received: On time
THE NINA LOUISE SPREADBURY CHARITABLE TRUST	Received: On time
THE PAMELA CORDELIA SMITH CHARITABLE TRUST	Received: On time
THE RECKITT FAMILY CHARITABLE TRUST	Received: On time
THE REGINALD AND ENA HILL FOUNDATION	Received: On time
THE RONALD ROY NEWMAN AND MRS IRENE NEWMAN CHARITABLE TRUST	Received: On time
THE SACHS FOUNDATION	Received: On time
THE VERONIQUE CHARITABLE TRUST	Received: On time
THE YERBURY FAMILY CHARITABLE TRUST	Received: On time
THE TOM LETHABY MEMORIAL TRUST	Received: On time
THE BARNES OUZOUNIAN FOUNDATION	Received: On time
THE DONALD AND WINIFRED C RICHARDSON CHARITABLE TRUST	Received: On time
MARCYLANDING	Received: On time
THE BEEHIVE FUND	Received: On time
THE ORCHARD CHARITABLE FOUNDATION	Received: On time
THE PORTO CHARITABLE TRUST	Received: On time
THE ROY PROCTOR FOUNDATION	Received: On time
THE WATSON HOPE FOUNDATION	Received: On time
THE WITHEREN FOUNDATION	Received: On time
THE MUMFORD MEMORIAL TRUST	Received: On time
EDITH AND W E ALKINS MEMORIAL FUND IN CONNECTION WITH LEEK HIGH SCHOOL	Received: On time
THE HARGREAVES CHARITABLE TRUST	Received: On time
THE TOR TRUST	Received: On time
THE ATLANTA CHARITABLE TRUST	Received: On time
THOMAS CAREY'S CHARITY FOR ST MARYS CHURCH, MARYPORT	Received: On time
MISS FREDERICA ELEANOR ISABEL HILDREY DECEASED	Received: On time
THE TRESKA FOUNDATION	Received: On time

Julian David Tams

Trustee

23 August 2016

None on record

Julian David Tams

Dr CHARLOTTE ELIZABETH BLAKESLEY

Trustee

23 August 2016

None on record

Dr CHARLOTTE ELIZABETH BLAKESLEY

CHRISTOPHER PAUL BLAKESLEY

Trustee

None on record

CHRISTOPHER PAUL BLAKESLEY

RICHARD FREDERICK ADKINSON

Trustee

THE SHEILA CARR FOUNDATION

Received: On time

Financial history

Financial period end date

Income / Expenditure	31/03/2020	31/03/2021	31/03/2022	31/03/2023	31/03/2024
Total gross income	£739.94k	£592.50k	£562.79k	£690.66k	£941.64k
Total expenditure	£1.18m	£1.03m	£1.39m	£1.18m	£1.08m
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
Income - Donations and legacies	£0	£0	£0	£0	£1.62k
Income - Other trading activities	£0	£0	£0	£0	£0
Income - Charitable activities	£0	£0	£0	£0	£0
Income - Endowments	£0	£0	£0	£0	£0
Income - Investment	£739.94k	£592.50k	£562.79k	£690.66k	£940.02k
Income - Other	£0	£0	£0	£0	£0
Income - Legacies	£0	£0	£0	£0	£1.62k
Expenditure - Charitable activities	£1.01m	£855.89k	£1.22m	£1.02m	£917.62k
Expenditure - Raising funds	£169.62k	£169.34k	£169.97k	£162.49k	£163.18k
Expenditure - Governance	£99.36k	£4.80k	£7.27k	£12.82k	£14.17k
Expenditure - Grants institution	£910.28k	£764.45k	£1.12m	£920.29k	£818.53k
Expenditure - Investment management	£169.62k	£169.34k	£169.97k	£162.49k	£163.18k
Expenditure - Other	£0	£0	£0	£0	£0

Assets and liabilities

Definitions for assets and liabilities

Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

Asset / Liability	31/03/2020	31/03/2021	31/03/2022	31/03/2023	31/03/2024
Own use assets	£0	£0	£0	£0	£0
Long-term investments	£30.04m	£36.48m	£36.05m	£33.99m	£36.02m
Other assets	£3.01m	£792.80k	£1.22m	£473.17k	£1.43m
Defined benefit pension scheme asset or liability	£0	£0	£0	£0	£0
Total liabilities	£269.63k	£70.45k	£120.97k	£165.21k	£103.98k

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	Download
Annual return	31 March 2024	20 November 2024	On Time
Accounts and TAR	31 March 2024	20 November 2024	On Time	Download Open in new window
Annual return	31 March 2023	18 December 2023	On Time
Accounts and TAR	31 March 2023	18 December 2023	On Time	Download Open in new window
Annual return	31 March 2022	01 December 2022	On Time
Accounts and TAR	31 March 2022	01 December 2022	On Time	Download Open in new window
Annual return	31 March 2021	28 October 2021	On Time
Accounts and TAR	31 March 2021	28 October 2021	On Time	Download Open in new window
Annual return	31 March 2020	06 November 2020	On Time
Accounts and TAR	31 March 2020	06 November 2020	On Time	Download Open in new window

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.

TRUST DEED DATED 15/01/1993 AS AMENDED BY SCHEME DATED 13/05/2013

Charitable objects

GENERAL CHARITABLE PURPOSES

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 Ltd
Tower Wharf
Cheese Lane
BRISTOL
BS2 0JJ
Phone:: 01173138200
Email:: charitabletrusts@ludlowtrust.com
Website:: http://www.edithmurphy.co.uk Open in new window

EDITH MURPHY FOUNDATION

Charity overview

Activities - how the charity spends its money

Income and expenditure

Total income: £941,637

Total expenditure: £1,080,799

Charitable expenditure

Charitable expenditure with investment gains

People

Employees with total benefits over £60,000

Fundraising

Trading

Trustee payments

What, who, how, where

Governance

Trustees

6 Trustee(s)

Financial history

Financial period end date

Assets and liabilities

Accounts and annual returns

Governing document

Charitable objects

Area of benefit

Contact information

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Total income:
£941,637

Total expenditure:
£1,080,799