JAMES BOND/HENRY WELCH TRUST
Charity Number: 222791
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The provision of financial assistance for people with diseases of the chest and lung and to children with disabilities and other special needs living within the administrative district covered by Lancaster City Council.
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £12,258
Total expenditure: £7,460
People
5 Trustee(s)
1 Volunteer(s)
Employees with total benefits over £60,000
No information availableFundraising
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
- The Prevention Or Relief Of Poverty
Who the charity helps:
- Children/young People
- Elderly/old People
- People With Disabilities
How the charity helps:
- Makes Grants To Individuals
Where the charity operates:
- Lancashire
Governance
Registration history:
- 05 February 1968: Standard registration
Organisation type:
Other
Other names:
- THE JAMES BOND CHARITY FOR CONSUMPTIVES (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- 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
5 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| ALAN ROBERT SANDHAM JP | Chair |
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| ANDREW WARRINER | Trustee | 29 July 2022 |
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| JULIA MARGARET GRISENTHWAITE | Trustee | 23 April 2021 |
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| MELANIE GUILDING | Trustee | 31 January 2020 |
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| ANNA SANDRA THORNBERRY | Trustee | 20 May 2019 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £10.99k | £11.15k | £11.28k | £11.74k | £12.26k | |
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Total expenditure | £19.14k | £8.79k | £8.54k | £4.48k | £7.46k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 31 March 2024 | 05 November 2024 | On Time | |
| Accounts and TAR | 31 March 2024 | Not Required | ||
| Annual return | 31 March 2023 | 14 November 2023 | On Time | |
| Accounts and TAR | 31 March 2023 | Not Required | ||
| Annual return | 31 March 2022 | 12 August 2022 | On Time | |
| Accounts and TAR | 31 March 2022 | Not Required | ||
| Annual return | 31 March 2021 | 10 August 2021 | On Time | |
| Accounts and TAR | 31 March 2021 | Not Required | ||
| Annual return | 31 March 2020 | 22 September 2020 | On Time | |
| Accounts and TAR | 31 March 2020 | Not Required |