WILFRED JACKSON WILL TRUST

Charity number: 1148433
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charitable trust was created by the will of Wilfred Jackson deceased. The object of the trust is to "give help and assisstance to families and individuals in and around the area of Malton and Norton in North Yorkshire who are in need of such assisstance by reason of poverty age illness infirmaty accident or analogue circumstances." Grants are made by the trustees from capital and income.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £2,673
Total expenditure: £16,058

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • North Yorkshire

Governance

Registration history:
  • 03 August 2012: 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:
  • Investment
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
ROBERT INGLIS TULLOCH Chair 24 July 2012
None on record
Anthony Shaw Kingston Trustee 24 April 2018
SIMPSON'S TRUST
Received: On time
Gail Cook Trustee 24 April 2018
THE MALTON AND NORTON DISPENSARY FUND
Received: On time
MR J C DOBSON Trustee 24 July 2012
None on record
MR D FOX Trustee 24 July 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £6.24k £4.36k £3.47k £6.63k £2.67k
Total expenditure £47.09k £25.88k £40.37k £15.44k £16.06k
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 09 January 2025 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 30 November 2023 On Time
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 23 January 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 13 October 2021 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 04 September 2020 On Time
Accounts and TAR 05 April 2020 Not Required
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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.

WILL PROVED 18 MAR 2011

Charitable objects

TO GIVE HELP AND ASSISTANCE TO FAMILIES AND INDIVIDUALS IN AND AROUND THE AREA OF MALTON AND NORTON IN NORTH YORKSHIRE WHO ARE IN NEED OF SUCH ASSISTANCE BY REASON OF POVERTY AGE ILLNESS INFIRMITY ACCIDENT OR ANALOGUE CIRCUMSTANCES.

Contact information

Address:
Pearsons & Ward
2 Market Street
Malton
YO17 7AS
Phone:
01653692247
Email:
mail@pearslaw.co.uk
Website:

www.pearslaw.co.uk Open in new window