JAMES MARSHALL FOUNDATION CIO

Charity number: 1181004
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance in life young people living in Harpenden, Wheathampstead, Redbourn, Kimpton, Flamstead and Markyate who are under the age of 25 and in financial hardship by the provision of grants to assist with their education and career development.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £436,886
Total expenditure: £424,592

People

9 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:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Hertfordshire

Governance

Registration history:
  • 05 December 2018: CIO registration
  • 15 January 2020: Funds received from 312127 JAMES MARSHALL FOUNDATION
Organisation type:
CIO
Other names:
  • JAMES MARSHALL FOUNDATION (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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
Keith Andrews Chair 08 May 2019
ST GEORGE'S SCHOOL (HARPENDEN) LIMITED
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST HELEN'S, WHEATHAMPSTEAD AND ST PETER'S, GUSTARD WOOD
Received: On time
Nigel Richard Herbert Wallis Trustee 09 January 2024
None on record
Adam James Shapton Trustee 04 September 2023
None on record
Joanna Mary Rickard Trustee 04 September 2023
None on record
Victoria Elizabeth Finnemore Trustee 04 September 2023
None on record
Janet Dyson Trustee 04 September 2023
None on record
Robert James Prynn Trustee 08 September 2020
Emmaus Hertfordshire
Received: On time
Andrew John Large Trustee 29 January 2019
None on record
Jonathan Marcus Robert Finch Trustee 29 January 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £362.34k £376.94k £390.62k £411.42k £436.89k
Total expenditure £225.56k £253.56k £259.96k £432.27k £424.59k
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 March 2024 05 August 2024 On Time
Accounts and TAR 31 March 2024 05 August 2024 On Time Download Open in new window
Annual return 31 March 2023 09 October 2023 On Time
Accounts and TAR 31 March 2023 09 October 2023 On Time Download Open in new window
Annual return 31 March 2022 04 October 2022 On Time
Accounts and TAR 31 March 2022 04 October 2022 On Time Download Open in new window
Annual return 31 March 2021 07 October 2021 On Time
Accounts and TAR 31 March 2021 07 October 2021 On Time Download Open in new window
Annual return 31 March 2020 06 October 2020 On Time
Accounts and TAR 31 March 2020 06 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.

CIO - FOUNDATION REGISTERED 05 DEC 2018 AMENDED ON 24 JUL 2020 as amended on 19 Aug 2021 as amended on 25 Nov 2021 as amended on 27 Sep 2022

Charitable objects

To advance in life young people living in Harpenden, Wheathampstead, Redbourn, Markyate, Flamstead, Kimpton and East Hyde, who are under the age of 25 and in financial hardship by the provision of grants to assist with their education and career development with priority given to those aged 16 and over. In exceptional circumstances if necessary, priority will be given to those applicants living in Harpenden and Wheathampstead. '

Area of benefit

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

HARPENDEN, WHEATHAMPSTEAD, REDBOURN, MARKYATE, FLAMSTEAD, KIMPTON AND EAST HYDE

Contact information

Address:
UNIT 6
17 LEYTON ROAD
HARPENDEN
AL5 2HY
Phone:
01582760735
Email:
office@jamesmarshallfoundation.co.uk
Website:

www.jamesmarshallfoundation.co.uk Open in new window