THE JONATHAN UPSHALL FOUNDATION

Charity number: 1196580
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We provide grants for private counselling and psychotherapy for adults living in Gateshead or Newcastle who wouldn't otherwise be able to access it.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £21,132
Total expenditure: £22,734

People

5 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Disability
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Gateshead
  • Newcastle Upon Tyne City

Governance

Registration history:
  • 15 November 2021: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest 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
Paul Agar Trustee 19 May 2022
None on record
Beth Sibbald Trustee 08 April 2021
None on record
Christopher John Reed Trustee 08 April 2021
None on record
Jane Victoria Sendall Trustee 08 April 2021
None on record
Steven Tulip Trustee 08 April 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2022 31/08/2023
Total gross income £22.37k £21.13k
Total expenditure £7.18k £22.73k
Income from government contracts N/A N/A
Income from government grants 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 August 2023 13 June 2024 On Time
Accounts and TAR 31 August 2023 13 June 2024 On Time Download Open in new window
Annual return 31 August 2022 07 February 2023 On Time
Accounts and TAR 31 August 2022 29 June 2023 On Time Download Open in new window
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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.

CIO - FOUNDATION Registered 15 Nov 2021

Charitable objects

3.1 THE OBJECT OF THE CIO IS THE RELIEF OF ADULTS WITHIN NEWCASTLE, GATESHEAD AND THE SURROUNDING AREAS SUFFERING FROM MENTAL HEALTH ILLNESS IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF GRANTS TO ASSIST IN THE PROVISION OF TREATMENT FOR THOSE IN NEED. 3.2 NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Contact information

Address:
41 Knowlwood Road
TODMORDEN
Lancashire
OL14 6PB
Phone:
07786953469
Email:
kate@jonathanupshallfoundation.org
Website:

www.jonathanupshallfoundation.org Open in new window