JAMES BALLANTYNE MEMORIAL FUND

Charity number: 1167006
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance education in the study and practice of engineering among young people by making grants to provide information and advice, and promote the status of engineering to young people, who wish to study or work in engineering and by promoting studies in mathematics, the sciences and technology (STEM),

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £1,628
Total expenditure: £23,240

People

6 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:
  • Education/training
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 09 May 2016: Standard registration
Organisation type:
Trust
Other names:
  • JBMF (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CATHERINE HILL Chair 09 May 2016
None on record
Alex Dickson Trustee 05 March 2023
None on record
GEORGIA SHEPPARD BSC HONS Trustee 09 May 2016
None on record
BEVERLEY URBANS M ENG Trustee 09 May 2016
None on record
DAN MCCRORY Trustee 03 May 2016
None on record
MR WARREN BALLANTYNE Trustee 07 March 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £4.10k £1.35k £1.04k £500.34k £1.63k
Total expenditure £3.25k £1.85k £0 £5.32k £23.24k
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
Income - Donations and legacies N/A N/A N/A £500.34k N/A
Income - Other trading activities N/A N/A N/A £0 N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £0 N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £0 N/A
Expenditure - Charitable activities N/A N/A N/A £5.32k N/A
Expenditure - Raising funds N/A N/A N/A £0 N/A
Expenditure - Governance N/A N/A N/A £1.92k N/A
Expenditure - Grants institution N/A N/A N/A £3.40k N/A
Expenditure - Investment management N/A N/A N/A £0 N/A
Expenditure - Other N/A N/A N/A £0 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 04 February 2025 On time
Accounts and TAR 05 April 2024 Not required
Annual return 05 April 2023 05 February 2024 On time
Accounts and TAR 05 April 2023 05 February 2024 On time Download Open in new window
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 14 February 2021 9 days late
Accounts and TAR 05 April 2020 Not required
Submit annual return Open in new window

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 03 MAY 2016

Charitable objects

TO ADVANCE EDUCATION IN THE STUDY AND PRACTICE OF ENGINEERING AMONG YOUNG PEOPLE (WITH PREFERENCE BEING GIVEN TO THOSE LIVING IN BERKSHIRE AND WILTSHIRE) BY MAKING GRANTS TO: PROVIDE INFORMATION AND ADVICE, AND PROMOTE THE STATUS OF ENGINEERING, TO YOUNG PEOPLE, WHO WISH TO STUDY OR WORK IN ENGINEERING AND BY; PROMOTING STUDIES IN MATHEMATICS, THE SCIENCES AND TECHNOLOGY, (STEM).

Contact information

Address:
1 Little Hidden Farm Cottage
Wantage Road
Newtown
HUNGERFORD
RG17 0PN
Phone:
07968415324
Email:
jamesballantyneMF@gmail.com
Website:

http://www.jb-mf.com/ Open in new window