Finance Score: -2
Governance Score: -7
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • No conflicts policy: -1
  • 2 Trustees: -2
  • Static board: -3
  • No supporters identified
Overall GiG Score: -9 ?

THE JOAN LAMB CHARITABLE TRUST

General charitable purposes, religious activities, to other charitable institutions/voluntary bodies.
Analysis by Giving is Great

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • Why are there only 2 trustees?
  • The Board composition appears to be rather static

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
05/04/23£13£14£0n/an/an/an/an/an/a
05/04/22£11£10£0n/an/an/an/an/an/a
05/04/21£9£12£-3n/an/an/an/an/an/a
05/04/20£12£10£2n/an/an/an/an/an/a
05/04/19£12£14£-2n/an/an/an/an/an/a
05/04/18£12£11£1n/an/an/an/an/an/a
05/04/17£12£11£1n/an/an/an/an/an/a
05/04/16£10£10£1n/an/an/an/an/an/a
05/04/15£10£11£-1n/an/an/an/an/an/a
05/04/14£10£10£0n/an/an/an/an/an/a
05/04/13£9£9£0n/an/an/an/an/an/a
05/04/12£8£8£0n/an/an/an/an/an/a
05/04/11£7£8£0n/an/an/an/an/an/a
05/04/10£8£12£-5n/an/an/an/an/an/a
05/04/09£9£11£-2n/an/an/an/an/an/a
05/04/08£10£11£-1n/an/an/an/an/an/a
05/04/07*£20£10£10n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 19 years

shiggins@vwv.co.uk

01212273720

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • Religious Activities
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
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)
Current Trustees appointed

  • JOHN ROLAND KAY Appointed: 2017
  • JAIME HOBDAY Appointed: 2019
Legal constitution
  • Charity registered in England & Wales on 07/04/2006, number: 1113694
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Internal charity financial controls policy and procedures
Filing Record
17 returns made; AR07: 1 days late,
Main office

VEALE WASBROUGH VIZARDS LLP
PO BOX 3501
BRISTOL
BS2 2FL

Objectives

TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF 21 YEARS FROM THE DATE OF MY DEATH INSTEAD OF APPLYING THE INCOME IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY INVESTMENT AUTHORISED BY MY WILL OR BY LAW AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME ARISING IN THE THEN CURRENT YEAR.

Defined Area of Benefit:

NATIONAL

Data Sources

Charity Commission for England and Wales

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