Finance Score: -13

Governance Score: 3

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -10

THE JAMES L BEVERLEY CHARITABLE TRUST

1. to advance education 2. to provide funds to assist children or students in need of financial assistance for their education3. to provide funds to assist in the relief of children who have suffered or are suffering from mental or physical abuse4 for such other charitable purposes as the Trustees shall from time to time determine

Analysis by Giving is Great

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 3 occasions over the last 5 years
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/22	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
05/04/21	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
05/04/20		£0	£7	£-7	n/a	n/a	n/a	n/a	n/a	0
05/04/19	*	£3	£0	£3	n/a	n/a	n/a	n/a	n/a	0
05/04/18	*	£11	£0	£11	£0	£0	£0	NAN	0	1
05/04/17	*	£0	£0	£0	£0	£0	£0	NAN	0	0
05/04/16	*	£0	£0	£0	£0	£0	£0	NAN	0	0
05/04/15	*	£0	£8	£-8	£0	£0	£0	n/a	0	0
05/04/14		£0	£0	£0	£0	£0	£0	NAN	0	0
05/04/13	*	£0	£12	£-12	£0	£0	£0	n/a	0	0
05/04/12		£1	£0	£0	£0	£0	£0	n/a	0	0
05/04/11	*	£0	£0	£0	£0	£0	£0	NAN	0	0
05/04/10		£1	£0	£1	£0	£0	£0	NAN	0	0
05/04/09	*	£3	£0	£3	£0	£0	£0	NAN	0	0
05/04/08		£4	£7	£-3	£0	£0	£0	n/a	0	0
05/04/07	*	£6	£5	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 26 years

michael@onemedical.co.uk

01132842766

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

DAVID STEVENSON

JENNIFER ANNE BEVERLEY

RACHEL BEVERLEY-STEVENSON

MICHAEL BEVERLEY (Chair), Other trusteeships: MUSIC PRESERVED, BERLIOZ SESQUICENTENARY COMMITTEE,

Legal constitution

Charity registered in England & Wales on 23/07/1998, number: 1070656

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

16 returns made; AR22: 5 days late, AR21: 13 days late, AR19: 350 days late, AR18: 709 days late, AR17: 29 days late, AR16: 138 days late, AR15: 417 days late, AR13: 206 days late, AR11: 350 days late, AR09: 181 days late, AR07: 329 days late,

Main office

BANK TOP FARM
BLACKHILL ROAD
ARTHINGTON
OTLEY
WEST YORKSHIRE
LS21 1PY

Objectives

(A) TO ADVANCE EDUCATION IN PARTICULAR BUT NOT EXCLUSIVELY BY ESTABLISHING A PRIZE FUND AT SHEFFIELD HALLAM UNIVERSITY IN THE NAME OF JAMES L BEVERLEY(B) TO PROVIDE FUNDS TO ASSIST CHILDREN OR STUDENTS IN NEED OF FINANCIAL ASSISTANCE FOR THEIR EDUCATION(C) TO PROVIDE FUND TO ASSIST IN THE RELIEF OF CHILDREN WHO HAVE SUFFERED OR ARE SUFFERING FROM MENTAL OR PHYSICAL ABUSE AND(D) FOR SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES FROM TIME TO TIME DETERMINE

Defined Area of Benefit:

NOT DEFINED

Data Sources