THE JULIE DIANE STEVENS MEMORIAL TRUST

Charity number: 1160165
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Current activites - targeting and approaching local organisations with a view to donating needed funds within Oxfordshire. Current activities - looking into investments / savings / fundraising to build on the capital in order to donate to local organisations.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £0
Total expenditure: £500

People

2 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
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 27 January 2015: Standard registration
Organisation type:
Trust
Other names:
  • JSDMT (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
EMMA FINNERON Chair 16 January 2015
None on record
SCOTT ROGERS Trustee 16 January 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £0 £0 £0 £0 £0
Total expenditure £887 £0 £0 £1.00k £500
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 March 2024 14 August 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 27 June 2024 148 days late
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 05 January 2023 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 19 January 2022 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 12 February 2021 12 days late
Accounts and TAR 31 March 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 16/01/2015

Charitable objects

TO PROVIDE FINANCE, GRANTS AND FUNDING TO ORGANISATIONS, SCHOOLS, UNIVERSITIES, COLLEGES FOR CHILDREN TO ENHANCE THEIR OPPORTUNITIES AND FURTHER EDUCATION. TO PROVIDE INDIVIDUAL GRANTS VIA ORGANISATIONS, SCHOOLS, UNIVERSITIES, COLLEGES FOR CHILDREN TO ENHANCE THEIR OPPORTUNITIES AND FURTHER EDUCATION. CHILDREN OF ALL AGES AND THEIR FAMILIES. KIDS AND YOUNG ADULTS AND THEIR FAMILIES IN OXFORDSHIRE.

Contact information

Address:
131 Harvest Way
WITNEY
Oxfordshire
OX28 1AH
Phone:
07825908562
Email:
jsdmemorialtrust@gmail.com
Website:

No information available