WILLIAM AND JOHN JONES TRUST

Charity number: 229956
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The trust shall apply income for the purpose of relieving in cases of need persons resident in the county of Wrexham, who are sick, convalescent, disabled, handicapped or infirm. Services or facilities which are calculated to alleviate the suffering or assist the recovery of such persons in such cases but are not readily available to them from other sources.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £34,794
Total expenditure: £59,461

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:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Wrexham

Governance

Registration history:
  • 28 October 1963: Standard registration
Organisation type:
Other
Other names:
  • THE JONES TRUST (Working name)
  • WILLIAM AND JONES CONVALESCENT HOMES (Previous name)
  • WILLIAM JOHN JONES CONVALESCENT HOMES (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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
Alan Mason Trustee 19 July 2019
None on record
Gwyneth Pickering Trustee 19 April 2017
None on record
COUNCILLOR MICHAEL MORRIS Trustee 15 March 2017
HOLT ENDOWED SCHOOL FOUNDATION
Received: On time
Ian V Roberts Trustee 16 June 2014
None on record
MR ANTHONY WILLIAMS Trustee
None on record

Financial history

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

Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £41.21k £32.91k £38.15k £34.03k £34.79k
Total expenditure £55.91k £23.76k £26.33k £59.24k £59.46k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £3.47k £3.81k 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 December 2023 17 September 2024 On Time
Accounts and TAR 31 December 2023 17 September 2024 On Time Download Open in new window
Annual return 31 December 2022 25 July 2023 On Time
Accounts and TAR 31 December 2022 25 July 2023 On Time Download Open in new window
Annual return 31 December 2021 12 May 2022 On Time
Accounts and TAR 31 December 2021 12 May 2022 On Time Download Open in new window
Annual return 31 December 2020 15 September 2021 On Time
Accounts and TAR 31 December 2020 15 September 2021 On Time Download Open in new window
Annual return 31 December 2019 21 August 2020 On Time
Accounts and TAR 31 December 2019 21 August 2020 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.

SCHEME SEALED 5TH JULY 1990

Charitable objects

RELIEVING IN CASES OF NEED PERSONS RESIDENT IN THE BOROUGH OF WREXHAM WHO ARE SICK, CONVALESCENT, DISABLED, HANDICAPPED OR INFIRM BY PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITES WHICH ARE CALCULATED TO ALLEVIATE THE SUFFERING OR ASSIST THE RECOVERY OF SUCH PERSONS IN SUCH CASES BUT ARE NOT READILY AVAILABLE TO THEM FROM OTHER SOURCES

Area of benefit

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

BOROUGH OF WREXHAM

Contact information

Address:
33 DEVA WAY
WREXHAM
LL13 9EU
Phone:
01978261684
Email:
PATMWILLIAMS@TISCALI.CO.UK
Website:

No information available