THE JUBILEE AND SHELLEY SHAKMAN TRUST

Charity number: 1125201
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The main activity of the trust is the provision of housing and accommodation for persons who are in need, hardship and distress and those who are resident in the area of benefit. In relation to the Jubilee Homes property the trustees must give preference firstly to married couples in need as result of age and infirmity and secondly, individuals who are in need as a result of age and infirmity.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £131,879
Total expenditure: £174,363

People

9 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:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Buckinghamshire

Governance

Registration history:
  • 28 July 2008: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Internal charity financial controls policy and procedures
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PETER LORD Chair
None on record
Sumitra Patel Trustee 11 January 2024
CHALFONT ST GILES MEMORIAL HALL
Received: On time
Jane Chamberlain Trustee 09 June 2022
None on record
Bernard Bedford Trustee 01 August 2021
None on record
ALAN PENSON Trustee 21 January 2016
None on record
IAN ASHTON JOHNSON Trustee
None on record
MADELINE BARBER Trustee
None on record
IAN JOHN COX Trustee
None on record
EDWARD JONATHAN AXE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £69.17k £67.82k £63.35k £271.49k £131.88k
Total expenditure £87.67k £87.67k £144.37k £111.50k £174.36k
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 31 December 2023 04 September 2024 On Time
Accounts and TAR 31 December 2023 04 September 2024 On Time Download Open in new window
Annual return 31 December 2022 16 October 2023 On Time
Accounts and TAR 31 December 2022 16 October 2023 On Time Download Open in new window
Annual return 31 December 2021 27 October 2022 On Time
Accounts and TAR 31 December 2021 27 October 2022 On Time Download Open in new window
Annual return 31 December 2020 14 June 2021 On Time
Accounts and TAR 31 December 2020 14 June 2021 On Time Download Open in new window
Annual return 31 December 2019 28 October 2020 On Time
Accounts and TAR 31 December 2019 28 October 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 ADOPTED 23 JUNE 2008

Charitable objects

THE PROVISION OF HOUSING ACCOMMODATION FOR PERSONS WHO A) ARE IN NEED, HARDSHIP OR DISTRESS; AND B) ARE RESIDENT IN THE AREA OF BENEFIT; AND C) IN THE CASE OF THE PROPERTY KNOWN AS JUBILEE HOMES ( THE PROPERTY NUMBERED 1 IN PART 1 OF THE SCHEDULE TO THIS SCHEME ), THE TRUSTEES MUST GIVE PREFERENCE; 1) FIRSTLY TO MARRIED COUPLES WHO ARE IN NEED AS A RESULT OF AGE OR INFIRMITY; AND 2) SECONDLY TO PERSONS WHO ARE IN NEED AS A RESULT OF AGE OR INFIRMITY. 2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS OF THE ALMSHOUSES AS THE TRUSTEES DECIDE. 3) THE RELIEF OF FINANCIAL HARDSHIP, EITHER GENERALLY OR INDIVIDUALLY, OF PEOPLE LIVING IN THE AREA OF BENEFIT BY MAKING GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS SERVICES OR FACILITIES. 4) THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECT OF THE CHARITY.

Area of benefit

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

UNDEFINED. IN PRACTICE, LOCAL

Contact information

Address:
BENGORE
STYLECROFT ROAD
CHALFONT ST. GILES
HP8 4HY
Phone:
07973402924
Email:
No information available
Website:

No information available