Finance Score: -10

Governance Score: -1

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -11

THE JAMES FAMILY CHARITABLE TRUST

Family charitable trust - makes donations to charitable bodies on behalf of family members. Does not seek unsolicited requests for donations.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy

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
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
05/04/22		£0	£9	£-9	n/a	n/a	n/a	n/a	n/a
05/04/21		£90	£8	£82	n/a	n/a	n/a	n/a	n/a
05/04/20		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a
05/04/19		£152	£3	£150	n/a	n/a	n/a	n/a	n/a
05/04/18		£26	£2	£23	£0	£0	£0	n/a	0
05/04/17	*	£93	£2	£91	£0	£0	£0	n/a	0
05/04/16		£0	£1	£-1	£0	£0	£0	n/a	0
05/04/15		£0	£1	£-1	£0	£0	£0	n/a	0
05/04/14		£0	£1	£-1	£0	£0	£0	n/a	0
05/04/13		£0	£1	£-1	£0	£0	£0	n/a	0
05/04/12		£0	£2	£-2	£0	£0	£0	n/a	0
05/04/11		£77	£3	£74	£0	£0	£0	n/a	0
05/04/10		£0	£37	£-36	£0	£0	£0	n/a	0
05/04/09		£2	£1	£0	£0	£0	£0	n/a	0
05/04/08	*	£2	£2	£-1	£0	£0	£0	n/a	0
05/04/07	*	£12	£12	£-1	£0	£0	£0	n/a	0
05/04/06		£2	£1	£1	£0	£0	£0	n/a	0
05/04/05		£1	£1	£0	£0	£0	£0	n/a	0
05/04/04		£1	£1	£1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

02076808100

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

FIONA KATRI JAMES

IAN CERI JAMES

GRAHAM LEONARD CHAMBERS, Other trusteeships: The A and J Charitable Trust, THE BRENDISH FAMILY FOUNDATION, HEMANI CHARITABLE TRUST,

ROBERT ANTHONY DOLMAN, Other trusteeships: THE BIER CHARITABLE SETTLEMENT, MRS J.E. HAWES CHARITABLE TRUST, PETWORTH HOUSE TENNIS COURT LIMITED,

Legal constitution

Charity registered in England & Wales on 29/06/2001, number: 1087240

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR17: 24 days late, AR08: 28 days late, AR07: 394 days late,

Main office

22 CHANCERY LANE
LONDON
WC2A 1LS

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF :- 1. SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES INCLUDING MAKING DONATIONS TO ANY EXCLUSIVELY CHARITABLE INSTITUTION OR INSTITUTIONS AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT 2. WITHOUT DETRACTING FROM THE GENERAL NATURE OF THE CHARITABLE OBJECTS IN 3.1.1 ABOVE, THE PROMOTION OF EDUCATION IN WALES AND IN PARTICULAR THE PROVISION OF FINANCIAL ASSISTANCE TOWARDS THE MAINTENANCE AND DEVELOPMENT OF CARDIFF UNIVERSITY AND ALL OTHER WELSH UNIVERSITIES.

Defined Area of Benefit:

SEE OBJECTS

Data Sources