Finance Score: -25

Governance Score: -8

Support Score: 0

Poor Liquidity: -1
Pension deficit: -1
Accounts overdue -5
Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
Dormant: -10

Submission defaults: -10
No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -33

THE LUKE JEFFREY MEMORIAL TRUST

The Trust has 3 objectives.1. Produce a water saftey DVD for school age children, highlighting the dangers of shallow water blackout.2. Inviting talented swimmers from the clubs of the 4 shires area to a competitive training day with National standard coaches.3. Running a mentoring scheme for the swiming clubs of the 4 shires area.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns
This charity does not have a Conflict of Interests policy

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
There is a pension deficit of £0
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
This charity appears to be dormant

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	Volun- teers
05/04/16		£0	£1	£-1	£0	£0	£0	n/a	0
05/04/15	*	£0	£0	£0	£0	£0	£0	n/a	5
05/04/14		£2	£4	£-2	£0	£0	£0	n/a	0
05/04/13	*	£12	£12	£0	£0	£0	£0	n/a	0
05/04/12	*	£6	£3	£4	£0	£0	£0	n/a	0
05/04/11	*	£2	£7	£-5	£0	£0	£0	n/a	0
05/04/10		£7	£8	£-1	£0	£0	£0	n/a	0
05/04/09		£20	£22	£-2	£0	£0	£0	n/a	0
05/04/08		£10	£1	£9	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: NAN%
Liabilities/Income: NAN%
Unrestricted Funds/Total Funds: NAN%
Reserves/Spending: 0 months
Net Current Assets/Spending: 0 months
Quick Ratio: NAN

Asset Split ?

Established: 17 years

www.shallowwaterblackout.org.uk

sampbsmith@aol.com

01242584159

Charity Commission for England and Wales

This Charity appears to be dormant

Listed activities

Amateur Sport
General Charitable Purposes

GiG Classification

Education support services

How it operates

Makes Grants to Individuals

Where it operates

Gloucestershire, Oxfordshire, Warwickshire, Worcestershire,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

JASON JEFFREY

MARK JEFFREY

MELANIE JEFFREY (Chair)

SAMANTHA CLARE SMITH, Other trusteeship: PLAYING FIELD AND RECREATION GROUND,

Legal constitution

Charity registered in England & Wales on 31/07/2007, number: 1120375

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

9 returns made; AR15: 191 days late, AR13: 140 days late, AR12: 28 days late, AR11: 12 days late,

Main office

19 BROOKWAY DRIVE
CHARLTON KINGS
CHELTENHAM
GL53 8AJ

Objectives

A) THE PRESERVATION OF HUMAN LIFE BY PROMOTING WATER SAFETY THROUGHOUT THE UK BY THE PROVISION OF INFORMATION ON SWIMMING RISKS.B) TO ADVANCE THE PHYSICAL, MORAL AND MENTAL EDUCATION OF YOUNG PERSONS UNDER THE AGE OF 18 THROUGHOUT THE UK BY THE PROVISION OF AN ANNUAL AWARD TO ASSIST WITH TRAINING AND DEVELOPMENT IN COMPETITIVE SWIMMING

Defined Area of Benefit:

GLOUCESTERSHIRE, WARWICKSHIRE AND WORCESTERSHIRE

Data Sources