THE DAVID AND HELEN LOWE CHARITABLE TRUST

Charity Number: 1111777
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity provides charitable funding to organisations that will benefit the inhabitants of Malvern and the surrounding districts as the trustees may select.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £10,000
Total expenditure: £11,500

People

4 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:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 21 October 2005: Standard registration
Organisation type:
Other
Other names:
  • DAVID AND HELEN LOWE CHARITABLE TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Risk management
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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Lily Lowe Trustee 01 January 2018
None on record
HELEN ELIZABETH LOWE Trustee
None on record
DAVID LOWE Trustee
None on record
DAVID JOHN FAWBERT Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £20.00k £0 £12.00k £10.00k £10.00k
Total expenditure £7.50k £15.00k £12.41k £8.50k £11.50k
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 30 June 2024 08 April 2025 On Time
Accounts and TAR 30 June 2024 Not Required
Annual return 30 June 2023 11 April 2024 On Time
Accounts and TAR 30 June 2023 Not Required
Annual return 30 June 2022 16 January 2023 On Time
Accounts and TAR 30 June 2022 Not Required
Annual return 30 June 2021 14 January 2022 On Time
Accounts and TAR 30 June 2021 Not Required
Annual return 30 June 2020 02 February 2021 On Time
Accounts and TAR 30 June 2020 Not Required
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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.

DECLARATION OF TRUST DATED 1 MARCH 2005

Charitable objects

SUCH CHARITABLE PURPOSES WHICH WILL BENEFIT THE INHABITANTS OF MALVERN AND SURROUNDING DISTRICTS AS THE TRUSTEES MAY SELECT.

Area of benefit

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

MALVERN AND SURROUNDING DISTRICTS

Contact information

Address:
Cherry Orchard
Threadneedle Street
Bergh Apton
NORWICH
NR15 1BJ
Phone:
07855527501
Email:
No information available
Website:

No information available