Finance Score: -2

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: -3

CHARITY OF JONATHAN AND REBECCA EDWARDS

provision of almshouse accomodation

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

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 2 occasions over the last 5 years and the current period appears to have been extended

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
31/03/23		£64	£43	£21	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£59	£30	£29	n/a	n/a	n/a	n/a	n/a
31/03/21		£61	£42	£19	n/a	n/a	n/a	n/a	n/a
31/03/20		£50	£41	£10	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£48	£37	£11	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£52	£30	£22	£0	£0	£0	n/a	0
31/03/17		£52	£28	£23	£0	£0	£0	n/a	0
31/03/16		£54	£22	£32	£0	£0	£0	n/a	0
31/03/15		£53	£20	£32	£0	£0	£0	n/a	0
31/03/14		£51	£33	£17	£0	£0	£0	n/a	0
31/03/13		£50	£42	£9	£0	£0	£0	n/a	0
31/03/12		£38	£102	£-64	£0	£0	£0	n/a	0
31/03/11		£36	£33	£3	£0	£0	£0	n/a	0
31/03/10		£21	£48	£-27	£0	£0	£0	n/a	0
31/03/09		£23	£31	£-8	£0	£0	£0	n/a	0
31/03/08		£22	£29	£-7	£0	£0	£0	n/a	0
31/03/07		£17	£12	£5	£0	£0	£0	n/a	0
31/03/06	*	£17	£14	£3	£0	£0	£0	n/a	0
31/03/05	*	£18	£16	£2	£0	£0	£0	n/a	0
31/03/04		£15	£24	£-9	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 55 years

www.jrecharitytrust.co.uk

enquiries@jrecharitytrust.co.uk

01305520944

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Dorset,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

CLLR COLIN HUCKLE Appointed: 2015

COUNCILLOR GRAHAM LAMBERT Appointed: 2020

MANDY PRIEST Appointed: 2020

RICHARD HORLOCK (Chair) Appointed: 2015

KEVIN BROOKES Appointed: 2015, Other trusteeships: CHARITY OF WILLIAM GOULD, WEYMOUTH & PORTLAND LIONS CLUB (CIO),

Legal constitution

Charity registered in England & Wales on 27/03/1969, number: 221555

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR22: 16 days late, AR19: 81 days late, AR18: 126 days late, AR06: 11 days late, AR05: 47 days late,

Main office

12 SPINNAKER VIEW
2 WESTON ROAD
WEYMOUTH
DT4 8JG

Objectives

PROVISION AND MAINTENANCE OF ALMSHOUSES AND PROVISION OF STIPENDS FOR POOR WIDOWS OF GOOD CHARACTER WHO HAVE RESIDED IN THE ECCLESIASTICAL PARISH OF HOLY TRINITY, WEYMOUTH, FOR NOT LESS THAN TWO YEARS NEXT PRECEDING THE TIME OF THEIR APPOINTMENT, WHO FROM AGE, ILL-HEALTH, ACCIDENT, OR INFIRMITY, ARE WHOLLY OR IN PART UNABLE TO MAINTAIN THEMSELVES BY THEIR OWN EXERTIONS.

Defined Area of Benefit:

ECCLESIASTICAL PARISH OF HOLY TRINITY, WEYMOUTH

Data Sources