THE J W SLY AND SONS (NORTHLEACH) CHARITABLE TRUST

Charity number: 1119695
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The main aim of the Charity is to provide affordable housing within the parish of Northleach, Gloucestershire for the benefit of employees employed within Community Facilities and Services e.g. but not exclusively schools, shops & churches. It also aims to support local family life within the communityalso to support students within the parish requiring financial assistance with course literature.

Income and expenditure

Data for financial year ending 31 May 2024

Total income: £136,373
Total expenditure: £68,293

People

10 Trustee(s)

Employees with total benefits over £60,000

No information available

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

What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Religious Activities
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Gloucestershire

Governance

Registration history:
  • 18 June 2007: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
06249803 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrea Jane Richell Trustee 01 April 2025
None on record
Emily Jayne Hartnell Trustee 12 April 2017
None on record
Laura Jane Blundell Trustee 01 September 2016
None on record
RICHARD CHARLES OWEN Trustee 01 September 2016
TOWN CHARITIES
Received: On time
THE DUTTON'S AND ALLEN'S ALMSHOUSES CIO
Received: On time
ST PETER AND ST PAUL NORTHLEACH CHARITABLE TRUST
Received: On time
DAVID M LOUISSON Trustee 30 May 2012
TOWN CHARITIES
Received: On time
NORTHLEACH AND DISTRICT COMMUNITY ASSOCIATION
Received: On time
THE DUTTON'S AND ALLEN'S ALMSHOUSES CIO
Received: On time
CHRISTOPHER HANCOCK Trustee
ST PETER AND ST PAUL NORTHLEACH CHARITABLE TRUST
Received: On time
THE DUTTON'S AND ALLEN'S ALMSHOUSES CIO
Received: On time
NORTHLEACH YOUTH CLUB
Received: On time
FRIENDS OF THE COTSWOLDS
Received: On time
TOWN CHARITIES
Received: On time
FELICITY DORA ERICSSON EBSWORTH Trustee
None on record
ENID GRACE SLY Trustee
None on record
IAN PATRICK SANDERS Trustee
None on record
DAVID GORDON EBSWORTH Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/05/2022 31/05/2023 31/05/2024
Total gross income £117.44k £838.31k £99.87k £76.92k £136.37k
Total expenditure £34.51k £57.50k £71.33k £78.19k £68.29k
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 £779.00k N/A N/A N/A
Income - Other trading activities N/A £0 N/A N/A N/A
Income - Charitable activities N/A £53.16k N/A N/A N/A
Income - Endowments N/A £0 N/A N/A N/A
Income - Investment N/A £6.13k N/A N/A N/A
Income - Other N/A £19 N/A N/A N/A
Income - Legacies N/A £534.50k N/A N/A N/A
Expenditure - Charitable activities N/A £54.25k N/A N/A N/A
Expenditure - Raising funds N/A £3.25k N/A N/A N/A
Expenditure - Governance N/A £1.28k N/A N/A N/A
Expenditure - Grants institution N/A £0 N/A N/A N/A
Expenditure - Investment management N/A £3.25k N/A N/A N/A
Expenditure - Other N/A £0 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 May 2024 28 February 2025 On Time
Accounts and TAR 31 May 2024 28 February 2025 On Time Download Open in new window
Annual return 31 May 2023 29 February 2024 On Time
Accounts and TAR 31 May 2023 29 February 2024 On Time Download Open in new window
Annual return 31 May 2022 17 January 2023 On Time
Accounts and TAR 31 May 2022 17 January 2023 On Time Download Open in new window
Annual return 31 May 2021 09 March 2022 On Time
Accounts and TAR 31 May 2021 09 March 2022 On Time Download Open in new window
Annual return 31 May 2020 27 March 2021 On Time
Accounts and TAR 31 May 2020 27 March 2021 On Time Download Open in new window
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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 16 MAY 2007

Charitable objects

3.1 TO RELIEVE POVERTY IN NORTHLEACH BY: . PROVIDING AFFORDABLE HOUSING FOR THOSE IN NEED; AND/OR . MAKING GRANTS TO OTHER CHARITIES AND NOT-FOR-PROFIT ORGANISATIONS OPERATING IN NORTHLEACH. PROVIDED THAT IF THE TRUSTEES CONSIDER THAT THERE ARE INSUFFICIENT PEOPLE IN NEED IN NORTHLEACH THEN TO RELIEVE POVERTY BY THE SAME MEANS IN THE SURROUNDING VILLAGES OF SHERBORNE, WINDRUSH, CHEDWORTH AND BIBURY AND OTHER NEIGHBOURING VILLAGES AT THE DISCRETION OF THE TRUSTEES. 3.2 TO ADVANCE EDUCATION FOR THE BENEFIT OF THE PUBLIC BY: . REFURBISHING BUILDINGS AT WHEELWRIGHTS, WEST END, NORTHLEACH, GLOUCESTERSHIRE AND MAINTAINING IT AS A MUSEUM OF THE HISTORY OF GLOUCESTERSHIRE LIFE AND CRAFTS; AND/OR . MAKING GRANTS TO OTHER CHARITIES AND NOT-FOR-PROFIT ORGANISATIONS OPERATING IN NORTHLEACH. 3.3 TO ADVANCE THE CHRISTIAN RELIGION BY MAKING GRANTS TO ST PETER AND ST PAUL'S CHURCH, NORTHLEACH AND OTHER CHURCHES IN THE NORTHLEACH BENEFICE AT THE DISCRETION OF THE TRUSTEES...

Area of benefit

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

GLOUCESTERSHIRE

Contact information

Address:
CHURCH BARN
MILL END
NORTHLEACH
CHELTENHAM
GL54 3HJ
Phone:
01451860608
Email:
david.louisson@btinternet.com
Website:

No information available