Finance Score: -7

Governance Score: -8

Support Score: 6

Accounts filed more than 5 days late: -3 times
Spending falling: -1
Volatile income: -3
No PartB

Only 4 Trustees: -1
Narrow trustee age band: -2
Very static board: -5

Grant maker support: +6

Overall GiG Score: -9

JAMES BULGER MEMORIAL TRUST LIMITED

The principal objects and activities of the charity are the provision of resources and facilities that benefit and support young people who are disadvantaged by reason of having become the victims of crime or bereavement and to reward those who are judged to have shown exemplary conduct making a positive contribution to sick or disabled relatives or to the welfare of others or society in general.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board composition appears to be very static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 13 years

www.forjames.org

hello@forjames.org

01515469508

Charity Commission for England and Wales

Tweets

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
30/11/22		£54	£57	£-3	n/a	n/a	n/a	n/a	n/a	0
30/11/21		£67	£56	£11	n/a	n/a	n/a	n/a	n/a	3
30/11/20	*	£52	£43	£10	n/a	n/a	n/a	n/a	n/a	3
30/11/19	*	£68	£76	£-7	n/a	n/a	n/a	n/a	n/a	24
30/11/18	*	£164	£105	£59	£0	£0	£0	n/a	0	24
30/11/17		£127	£90	£38	£0	£0	£0	n/a	0	0
30/11/16	*	£126	£89	£37	£0	£0	£0	n/a	0	0
30/11/15		£106	£79	£26	£0	£0	£0	n/a	0	0
30/11/14		£46	£51	£-5	£0	£0	£0	n/a	0	0
30/11/13		£36	£34	£2	£0	£0	£0	n/a	0	0
30/11/12		£27	£14	£13	£0	£0	£0	n/a	0	0
30/11/11	*	£53	£12	£42	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
General Charitable Purposes
Recreation

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Cheshire West & Chester, Halton, Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

Children/Young People
Other Defined Groups

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Business, Energy and Industrial Strategy - Performance Magnetic Shielding For Commercial Quantum Technologies
£71,659	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10002887
Department for Business, Energy and Industrial Strategy - Autonomous quantum technologies (AutoQT)
£207,649	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10004359
Department for Business, Energy and Industrial Strategy - Development of cryo-CMOS to enable the next generation of scalable quantum computers
£220,493	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10006017
Department for Business, Energy and Industrial Strategy - Quantum Enhanced Computing Platform for Pharmaceutical R&D - QuPharma
£176,870	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10005792
Department for Business, Energy and Industrial Strategy - Performance Magnetic Shielding For Commercial Quantum Technologies
£54,756	01/11/2021	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10002887
Steve Morgan Foundation - Grant to James Bulger Memorial Trust
£10,000	20/07/2021	To cover the costs of the site fees and maintenance costs.
National Lottery Community Fund - KidsFest Superstars Project
£10,000	05/07/2018 12	The organisation will run the annual Kidsfest, a free to attend day out with arts, education, sport and other activities. This years event will provide opportunities for local performing arts schools ....more The organisation will run the annual Kidsfest, a free to attend day out with arts, education, sport and other activities. This years event will provide opportunities for local performing arts schools to develop a one-off performance, developing the project using a 'star school' for the six weeks beforehand. They will also fund a number of paid-for places at the star school for young people excluded from arts activities.
National Lottery Community Fund - KidsFest Rainbow Project
£10,000	25/01/2017 12	The funding will be used to provide activities for children and young people with mental, physical and sensory disabilities at a one day children's festival. The project aims to strengthen the ....more The funding will be used to provide activities for children and young people with mental, physical and sensory disabilities at a one day children's festival. The project aims to strengthen the community by helping these children and young people to participate fully in a community event.
National Lottery Community Fund - Kids Fest 2015
£10,000	22/07/2015 12	The funding will be used for a free community festival in the local park for children from disadvantaged communities, providing activities like sports, crafts and performances. This will bring the ....more The funding will be used for a free community festival in the local park for children from disadvantaged communities, providing activities like sports, crafts and performances. This will bring the community together and reduce issues linked to youth crime and poor health.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 56-71

CHRIS JOHNSON Appointed: 2013, Occupation: Company Director

DENISE FERGUS Appointed: 2013, Occupation: Housewife

PETER GORDON CURRIE Appointed: 2013, Occupation: Senior Investigating Officer - Police Force

TONY O'BRIEN Appointed: 2015

Legal constitution

Charitable company registered in England & Wales on 04/04/2011, number: 1141125
Registered at Companies House on 11/11/2010, number: 07437397

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

12 returns made; AR20: 15 days late, AR19: 77 days late, AR18: 52 days late, AR16: 30 days late, AR11: 124 days late,

Main office

SUITE 134,
North Mersey Business Centre,
Woodward Road,
Kirkby,
Liverpool,
L33 7UY

Objectives

THE CHARITY'S OBJECTS ARE SPECIFCALLY RESTRICTED TO THE FOLLOWING:TO BENEFIT AND SUPPORT YOUNG PEOPLE WHO ARE DISADVANTAGED BY REASON OF HAVING BECOME THE VICTIMS OF CRIME, HATRED OR BULLYING.TO REWARD THOSE WHO ARE JUDGED TO HAVE SHOWN EXEMPLARY CONDUCT, MAKING A POSITIVE CONTRIBUTION TO THE WELFARE OF OTHERS,OR SOCIETY IN GENERAL.TO DO SO BY PROVIDING COST-FREE TRAVEL AND HOLLIDAY ACCOMMODATION FOR SUCH CHILDREN AND THEIR FAMILIES;ALONG WITH A RANGE OF OTHER TANGIBILE REWARDS,AS DEEMED APPROPRIATE BY THE TRUSTEES OR THEIR APPOINTED REPRESENTATIVES,AND TO SUPPORT OTHER ORGANISATIONS BENEFITING CHILDREN IN SIMILAR CIRCUMSTANCES,AS DEEMED APPROPRIATE BY THE TRUSTEES.

Data Sources