THE JAMES BEATTIE CHARITABLE TRUST
Charity number: 265654
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
General charitable donations primarily in the Wolverhampton area.
Income and expenditure
Data for financial year ending 05 April 2024
Total income: £86,516
Total expenditure: £100,555
People
6 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- General Charitable Purposes
Who the charity helps:
- The General Public/mankind
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Wolverhampton
Governance
Registration history:
- 22 May 1973: Standard registration
Organisation type:
Trust
Other names:
- THE PERTON CHARITABLE TRUST (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
- Investing charity funds policy and procedures
- Investment
- Safeguarding 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
6 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
|---|---|---|---|---|---|---|---|---|
| Simon Richard Archer | Trustee | 05 February 2024 |
|
|
||||
| MICHAEL CHARLES BOYCE | Trustee | 18 May 2018 |
|
|
||||
| JANE VICTORIA REDSHAW | Trustee |
|
|
|||||
| Michael Redshaw | Trustee |
|
|
|||||
| KENNETH CHARLES DOLMAN | Trustee |
|
|
|||||
| SUSANNAH NORBURY | Trustee |
|
|
|||||
Financial history
Financial period end date
| Income / Expenditure | 05/04/2020 | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £85.67k | £63.78k | £86.70k | £89.35k | £86.52k | |
|
|
Total expenditure | £182.84k | £195.17k | £167.86k | £141.45k | £100.56k | |
|
|
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 |
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 | 29 January 2025 | On Time | |
| Accounts and TAR | 05 April 2024 | 29 January 2025 | On Time | Download Open in new window |
| Annual return | 05 April 2023 | 08 January 2024 | On Time | |
| Accounts and TAR | 05 April 2023 | 08 January 2024 | On Time | Download Open in new window |
| Annual return | 05 April 2022 | 26 January 2023 | On Time | |
| Accounts and TAR | 05 April 2022 | 26 January 2023 | On Time | Download Open in new window |
| Annual return | 05 April 2021 | 27 January 2022 | On Time | |
| Accounts and TAR | 05 April 2021 | 27 January 2022 | On Time | Download Open in new window |
| Annual return | 05 April 2020 | 25 January 2021 | On Time | |
| Accounts and TAR | 05 April 2020 | 25 January 2021 | On Time | Download Open in new window |