Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

JAMES PEEK TRUST FUNDS

The object of the charity is to provide first and foremost for the support and assistance of the descendants of James Peek, secondly for the support and assistance of any of his relatives who shall be descended from his father, John Peek and, thirdly, for others who may be in need.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£20	£18	£2	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£19	£18	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£18	£13	£5	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£19	£16	£3	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£18	£18	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£18	£17	£1	£0	£0	£0	n/a	0	0
31/03/17		£18	£16	£1	£0	£0	£0	n/a	0	0
31/03/16		£17	£18	£-1	£0	£0	£0	n/a	0	0
31/03/15		£17	£22	£-6	£0	£0	£0	n/a	0	0
31/03/14		£16	£19	£-3	£0	£0	£0	n/a	0	0
31/03/13		£16	£17	£0	£0	£0	£0	n/a	0	0
31/03/12		£16	£13	£3	£0	£0	£0	n/a	0	0
31/03/11		£16	£16	£0	£0	£0	£0	n/a	0	0
31/03/10		£15	£18	£-3	£0	£0	£0	n/a	0	0
31/03/09		£16	£19	£-3	£0	£0	£0	n/a	0	0
31/03/08		£14	£13	£1	£0	£0	£0	n/a	0	0
31/03/07		£14	£23	£-10	£0	£0	£0	n/a	0	0
31/03/06		£14	£15	£-1	£0	£0	£0	n/a	0	0
31/03/05		£12	£13	£-1	£0	£0	£0	n/a	0	0
31/03/04		£19	£13	£6	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

jamespeek.trust@btinternet.com

01483301229

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Australia, Panama, South Africa, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Gender Split

CHRISTOPHER PATRICK FREAN

CHARLES JOHNSTONE Appointed: 2019

DR FRANCESCA IO EPSTEIN

EMMA KATHARINE POOLE Appointed: 2013

JEREMY CHARLES CLARKE-WILLIAMS (Chair)

JILL HELEN MATHEW

MERLE CATHERINE ROBINSON

SIR ROBERT PHILIP WILLIAMS

TOM FINCH Appointed: 2017

RICHARD ANTHONY HENEAGE FINCH, Other trusteeship: ST EDMUND HALL ASSOCIATION,

SIR RICHARD GRENVILLE PEEK, Other trusteeship: THE HAZELWOOD TRUST FOR THE SICK OR THE POOR,

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 208433

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 92 days late,

Main office

9 DAGDEN ROAD
SHALFORD
GUILDFORD
GU4 8DD

Objectives

BENEFIT OF SUCH PERSONS AS BEING ADULTS SHALL BE OF GOOD CHARACTER AND REPUTE, AND FROM THEIR CIRCUMSTANCES IN LIFE SHALL NEED SUPPORT AND ASSISTANCE WITH A PREFERENCE FOR SUHC AS BEING OTHERWISE QUALIFIED AS AFORESAID SHALL HAVE BECOME REDUCED BY MISFORTUNE FROM BETTER CIRCUMSTANCES. JAMES PEEK AND OF HIS FATHER JOHN PEEK OF HAZELWOOD, LODDISWELL, DEVONSHIRE.

Defined Area of Benefit:

NATIONAL

Data Sources