Finance Score: 2

Governance Score: 6

Support Score: 0

Strong growth: +2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 8

JAMES MARSHALL FOUNDATION CIO

To advance in life young people living in Harpenden, Wheathampstead, Redbourn, Kimpton, Flamstead and Markyate who are under the age of 25 and in financial hardship by the provision of grants to assist with their education and career development.

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Established: 5 years

www.jamesmarshallfoundation.co.uk

office@jamesmarshallfoundation.co.uk

01582760735

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Individuals

Where it operates

Hertfordshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ADAM SHAPTON Appointed: 2023

ANDREW JOHN LARGE Appointed: 2019

ANNA DAVIES Appointed: 2020

JANET DYSON Appointed: 2023

JOANNA RICKARD Appointed: 2023

JONATHAN MARCUS ROBERT FINCH Appointed: 2019

NIGEL WALLIS Appointed: 2024

VICTORIA FINNEMORE Appointed: 2023

ROBERT JAMES PRYNN Appointed: 2020, Other trusteeship: Emmaus Hertfordshire,

KEITH ANDREWS (Chair) Appointed: 2019, Occupation: Chartered Surveyor, Other trusteeships: ST GEORGE'S SCHOOL (HARPENDEN) LIMITED, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST HELEN'S, WHEATHAMPSTEAD AND ST PETER'S, GUSTARD WOOD,

Legal constitution

Charity registered in England & Wales on 05/12/2018, number: 1181004

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from JAMES MARSHALL FOUNDATION on 15/01/2020

Main office

UNIT 6
17 LEYTON ROAD
HARPENDEN
AL5 2HY

Objectives

To advance in life young people living in Harpenden, Wheathampstead, Redbourn, Markyate, Flamstead, Kimpton and East Hyde, who are under the age of 25 and in financial hardship by the provision of grants to assist with their education and career development with priority given to those aged 16 and over. In exceptional circumstances if necessary, priority will be given to those applicants living in Harpenden and Wheathampstead. '

Defined Area of Benefit:

HARPENDEN, WHEATHAMPSTEAD, REDBOURN, MARKYATE, FLAMSTEAD, KIMPTON AND EAST HYDE

Data Sources