JAMES HOPKINS TRUST

Charity number: 1000870
Removed charity

Charity overview

Activities - how the charity spends its money

The provision of Nursing care for the severely disabled, life limited and life threatened young children of Gloucestershire. Respite care is provided either in the family home or at our respite centre, Kite's Corner

Income and expenditure

Data for financial year ending 31 May 2019

Total income:
£507,339

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £507.13k
Charitable activities £0
Other trading activities £0
Investments £205
Other £0

Total expenditure:
£448,032

Text alternative for this canvas graphic is in the data table below.
Raising funds £63.50k
Charitable activities £384.54k
Other £0

£0 investments gains (losses)

Total income includes £39,015 from 2 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £63.50k
Charitable expenditure £384.54k
Retained for future use £59.31k

Fundraising

This charity raises funds from the public but does not work with professional fundraisers or commercial participators.

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • People With Disabilities
How the charity helps:
  • Provides Services
Where the charity operates:
  • Gloucestershire

Governance

Registration history:
  • 12 November 1990: Standard registration
  • 18 February 2016: Funds received from 292170 JOHN PARKHOUSE TRUST
  • 01 October 2018: Funds received from 256640 NEW RENASCENCE
  • 15 February 2020: Funds transferred to 1183110 JAMES HOPKINS TRUST
  • 15 February 2020: Removed (Funds transferred (incor))
Organisation type:
Other
Other names:

No other names

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 owns and/or leases land or property

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/08/2015 31/08/2016 31/08/2017 31/08/2018 31/05/2019
Total gross income £786.02k £668.08k £603.17k £633.21k £507.34k
Total expenditure £437.37k £553.12k £564.96k £583.82k £448.03k
Income from government contracts £52.02k £39.02k £65.03k £52.02k £39.02k
Income from government grants £84.27k £56.18k £56.18k £56.18k N/A
Income - Donations and legacies £785.96k £667.91k £602.97k £632.98k £507.13k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £57 £167 £193 £236 £205
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £420.39k £521.57k £492.41k £510.08k £384.54k
Expenditure - Raising funds N/A £31.55k £72.54k £73.74k £63.50k
Expenditure - Governance £6.00k £0 £0 £0 £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/08/2015 31/08/2016 31/08/2017 31/08/2018 31/05/2019
Own use assets £1.15m £1.17m £1.16m £1.16m £1.17m
Long-term investments £0 £0 £0 £0 £0
Other assets £340.14k £428.37k £472.95k £527.45k £576.60k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £19.11k £15.63k £13.48k £11.60k £15.43k

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 2019 16 October 2019 On time
Accounts and TAR 31 May 2019 16 October 2019 On time
Annual return 31 August 2018 09 January 2019 On time
Accounts and TAR 31 August 2018 09 January 2019 On time
Annual return 31 August 2017 24 January 2018 On time
Accounts and TAR 31 August 2017 07 February 2018 On time
Annual return 31 August 2016 09 March 2017 On time
Accounts and TAR 31 August 2016 09 March 2017 On time

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.

CONSTITUTION ADOPTED 10TH SEPTEMBER 1990 AS AMENDED 4 AUGUST 2004

Charitable objects

THE RELIEF OF CHILDREN AGED 5 AND UNDER WHO ARE SICK, CONVALESCENT, DISABLED OR INFIRM AND THE RELIEF OF CHILDREN AGED OVER 5 AND UNDER 12 WHO ARE SICK, CONVALESCENT, DISABLED OR INFIRM BY THE PROVISION OF SCHOOL HOLIDAY DAY CARE SESSIONS. AND GENERALLY TO PROVIDE AND ASSIST IN THE PROVISION OF EQUIPMENT AND FACILITIES WHICH MAY HELP SUCH CHILDREN.

Area of benefit

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

NOT DEFINED