AMBROSE AND ANN APPELBE TRUST

Charity number: 208658
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The assistance of junior or adult education, encouragement of educational travel, research of social conditions for the benefit of poorer classes, and the advancement of such objects being charitable as the trustees shall deem it. All of the funds are currently allocated and unsolicited applications will not be considered.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £147,108
Total expenditure: £56,312

People

5 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

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 14 February 1963: 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:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
William Thomas Trustee 30 April 2020
GRACE CHARITY
Received: On time
Dr LUCINDA HOBBY MD Trustee 01 August 2008
GRACE CHARITY
Received: On time
FELIX FOUNDATION
Received: On time
Alexander Appelbe Trustee 01 August 2008
GRACE CHARITY
Received: On time
FELIX FOUNDATION
Received: On time
Felix APPELBE Trustee 06 April 1992
GRACE CHARITY
Received: On time
FELIX FOUNDATION
Received: On time
VALENTINE THOMAS Trustee 06 April 1992
FELIX FOUNDATION
Received: On time
GRACE CHARITY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £51.40k £58.74k £111.53k £168.26k £147.11k
Total expenditure £51.64k £46.59k £50.47k £44.59k £56.31k
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 Download
Annual return 05 April 2025 16 December 2025 On time
Accounts and TAR 05 April 2025 16 December 2025 On time Download Open in new window
Annual return 05 April 2024 31 January 2025 On time
Accounts and TAR 05 April 2024 31 January 2025 On time Download Open in new window
Annual return 05 April 2023 15 January 2024 On time
Accounts and TAR 05 April 2023 15 January 2024 On time Download Open in new window
Annual return 05 April 2022 03 February 2023 On time
Accounts and TAR 05 April 2022 03 February 2023 On time Download Open in new window
Annual return 05 April 2021 22 July 2021 On time
Accounts and TAR 05 April 2021 22 July 2021 On time Download Open in new window
Submit annual return Open in new window

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 25TH DECEMBER 1944

Charitable objects

CHARITABLE OBJECTS AS THE TRUSTEES SHALL DEEM FIT INCLUDING(BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING OBJECTS AND IN SO FAR ONLY AS THEY FALL WITHIN THE SCOPE THEREOF) THE ASSISTANCE OF JUNIOR OR ADULT EDUCATION; THE ENCOURAGEMENT OF EDUCATIONAL TRAVEL;RESEARCH INTO SOCIAL CONDITIONS,AND EDUCATION,THE ACQUISITION OF LAND AND HOUSES FOR THE BENEFIT OF THE POORER CLASSES AND THE IMPROVEMENT OF EDUCATIONAL FACILITIES.

Area of benefit

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

NATIONAL

Contact information

Address:
Broadfield
One Bartholomew Close
LONDON
EC1A 7BL
Phone:
02077833685
Email:
helendmonte@broadfield-law.com
Website:

No information available