J AND M CHARITABLE TRUST

Charity number: 1082877
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Operates in Swindon and Cornwall only.Does not receive donations .

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £0
Total expenditure: £1,896

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
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Cornwall
  • Wiltshire

Governance

Registration history:
  • 13 October 2000: 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
  • Investment
  • Risk management
Land and property:
This charity owns and/or leases 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
JOHN STAINTON DALE Chair
None on record
ALAN SYDNEY MURRAY PORTER Trustee
None on record
MR HUW WALTERS Trustee
None on record
MONICA FRANCES DALE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £0 £0 £0 £0 £0
Total expenditure £405 £0 £0 £0 £1.90k
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 31 July 2024 06 August 2024 On Time
Accounts and TAR 31 July 2024 Not Required
Annual return 31 July 2023 24 June 2024 24 days late
Accounts and TAR 31 July 2023 Not Required
Annual return 31 July 2022 14 March 2023 On Time
Accounts and TAR 31 July 2022 Not Required
Annual return 31 July 2021 18 March 2022 On Time
Accounts and TAR 31 July 2021 Not Required
Annual return 31 July 2020 22 March 2021 On Time
Accounts and TAR 31 July 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.

TRUST DEED DATED 8 JUNE 2000

Charitable objects

3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST FOR OR TOWARDS SUCH CHARITABLE PURPOSES, AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS, AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE FOUNDER MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT. WHERE THE FOUNDER HAS NOT, BY 5 APRIL IN THE INCOME TAX YEAR FOLLOWING THAT IN WHICH THE INCOME ARISES, GIVEN A DIRECTION WHICH FULLY DISPOSES OF THE INCOME, THEN SUCH INCOME SHALL BE DISPOSED OF IN ACCORDANCE WITH SUB-CLAUSE 3.2. 3.2 SUBJECT TO, AND IN DEFAULT OF ANY DIRECTION UNDER SUB-CLAUSE 3.1, AND INSOFAR AS ANY SUCH DIRECTION IS NOT EXHAUSTIVE, THE TRUSTEES SHALL APPLY THE INCOME FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND SHALL MAKE DONATIONS TO SUCH CHARITABLE INSTITUTIONS, AT SUCH TIMES AND IN SUCH MANNER, AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT.

Area of benefit

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

LOCAL

Contact information

Address:
87 THE DRIVE
RICKMANSWORTH
WD3 4DY
Phone:
01923448849
Email:
walters.huw@gmail.com
Website:

No information available