THE C M LOWE CHARITABLE TRUST

Charity Number: 1152860

Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The objects of the charity are to pay or to apply the income from the trust for the benefit which are exclusively charitiable under the laws of England and Wales as the Trustees shall at their absolute discretion determine.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £32,470

Total expenditure: £53,488

People

1 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:

The Advancement Of Health Or Saving Of Lives
Disability

Who the charity helps:

Other Charities Or Voluntary Bodies

How the charity helps:

Makes Grants To Organisations

Where the charity operates:

Throughout England And Wales

Governance

Registration history:

15 July 2013: Standard registration

Organisation type:

Other

Other names:

No other names

Gift aid:

Not recognised by HMRC for gift aid

Other regulators:

Financial Conduct Authority

Policies:

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
Safeguarding policy and procedures
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

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 MERRICK AND HEATH FUND	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
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
THE JOAN LYNETTE DALTON CHARITABLE TRUST	Received: On time
HAWKSBEE CHARITABLE TRUST	Received: On time
HAWKSBEE CHARITABLE TRUST	Received: On time
HAWKSBEE CHARITABLE TRUST	Received: On time
THE DR ELLEN SPEERS EMSLIE CHARITABLE 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	£28.41k	£19.82k	£17.55k	£24.04k	£32.47k
Total expenditure	£48.83k	£32.62k	£44.92k	£18.91k	£53.49k
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 2024	15 January 2025	On Time
Accounts and TAR	05 April 2024	15 January 2025	On Time	Download Open in new window
Annual return	05 April 2023	24 January 2024	On Time
Accounts and TAR	05 April 2023	Not Required
Annual return	05 April 2022	03 February 2023	On Time
Accounts and TAR	05 April 2022	Not Required
Annual return	05 April 2021	01 February 2022	On Time
Accounts and TAR	05 April 2021	Not Required
Annual return	05 April 2020	02 February 2021	On Time
Accounts and TAR	05 April 2020	02 February 2021	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.

WILL PROVED ON 28/05/2013

Charitable objects

THE COMPANY SHALL HOLD MY RESIDUARY ESTATE AS TO BOTH CAPITAL AND INCOME UPON TRUST TO BE KNOWN AS "THE C M LOWE CHARITABLE TRUST" (THE "TRUST FUND") ON THE FOLLOWING TRUSTS AND SUBJECT TO THE FOLLOWING POWERS AND PROVISIONS:- (A) TO APPLY THE INCOME THEREOF FOR THE BENEFIT OF SUCH CHARITIES WHICH BENEFIT THOSE SUFFERING FROM ARTHRITIS ALZHEIMERS DISEASE AND BLINDNESS AS THE COMPANY SHALL IN ITS ABSOLUTE DISCRETION SELECT AND IN SUCH MANNER AND IN SUCH SHARES AS THE COMPANY SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT AND PROVIDED THAT UNTIL THE EXPIRATION OF THE PERIOD OF TWENTY ONE YEARS FROM MY DEATH MY TRUSTEES SHALL HAVE THE POWER TO ACCUMULATE THE WHOLE OR ANY PART OF SUCH INCOME BY INVESTING THE SAME IN ANY INVESTMENTS HEREBY AUTHORISED AND ALL ACCUMULATIONS MADE SHALL FORM AN ACCRETION TO THE CAPITAL OF THE TRUST FUND; (B) NOTWITHSTANDING THE FOREGOING TRUST OF INCOME THE COMPANY SHALL HAVE POWER AT ANY TIME OR TIMES TO PAY TRANSFER OR APPLY THE WHOLE OR ANY PART OF THE CAPITAL OF THE TRUST FUND TO OR FOR THE BENEFIT OF SUCH CHARITY OR CHARITIES AS HEREINBEFORE MENTIONED IN SUCH SHARES AND IN SUCH MANNER AS THE COMPANY SHALL IN ITS ABSOLUTE DISCRETION THINK FIT.

Area of benefit

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

THROUGHOUT ENGLAND AND WALES

Contact information

Address:: HSBC Trust Company (UK) Limited
Forum 1
2nd Floor
The Forum
Parkway
Whiteley
Phone:: 02380 72 2237
Email:: No information available
Website:: No information available