Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE SHAW LANDS TRUST

Shaw Lands Trust is a grant making organisation awarding grants to registered charities in Barnsley and educational grants to students resident in Barnsley

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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
30/06/23		£60	£46	£14	n/a	n/a	n/a	n/a	n/a
30/06/22		£56	£49	£7	n/a	n/a	n/a	n/a	n/a
30/06/21		£49	£53	£-4	n/a	n/a	n/a	n/a	n/a
30/06/20		£76	£51	£26	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£59	£55	£5	n/a	n/a	n/a	n/a	n/a
30/06/18		£55	£49	£5	£0	£0	£0	n/a	0
30/06/17		£54	£54	£0	£0	£0	£0	n/a	0
30/06/16		£50	£44	£6	£0	£0	£0	n/a	0
30/06/15		£48	£52	£-4	£0	£0	£0	n/a	0
30/06/14		£48	£53	£-5	£0	£0	£0	n/a	0
30/06/13		£46	£38	£9	£0	£0	£0	n/a	0
30/06/12		£42	£34	£8	£0	£0	£0	n/a	0
30/06/11		£39	£40	£-2	£0	£0	£0	n/a	0
30/06/10		£38	£41	£-4	£0	£0	£0	n/a	0
30/06/09		£44	£45	£-1	£0	£0	£0	n/a	0
30/06/08		£43	£45	£-1	£0	£0	£0	n/a	0
30/06/07		£42	£57	£-15	£0	£0	£0	n/a	0
30/06/06		£48	£34	£13	£0	£0	£0	n/a	0
30/06/05		£44	£35	£9	£0	£0	£0	n/a	0
30/06/04		£59	£45	£14	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

jill.leece@newmanandbond.co.uk

01226213434

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Barnsley,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Gender Split

Based on 11/12 persons

JESS LEECH Appointed: 2018

BARRY REGINALD ELDRED

ELAINE WORTH Appointed: 2017

MALCOLM ROBERT BIRD

MRS A FLETCHER

COUNCILLOR JOE HAYWARD Appointed: 2015, Other trusteeships: THE BARNSLEY AND DISTRICT PRISONER OF WAR AND EX-SERVICEMEN AND WOMEN'S FUND, THE PARACHUTE REGIMENTAL ASSOCIATION BARNSLEY & DISTRICT BRANCH, TADS (THERAPIES FOR ANXIETY, DEPRESSION AND STRESS),

COUNCILLOR KENNETH RICHARDSON Appointed: 2013, Other trusteeships: COOPER ART COLLECTION, BARNSLEY GROUP OF ADVANCED MOTORISTS, ROYSTON AND CARLTON COMMUNITY PARTNERSHIP,

DR ELIZABETH ANGELA NORRIS, Other trusteeship: BARNSLEY COMMUNITY AND VOLUNTARY SERVICES,

KATHRYN MITCHELL Appointed: 2014, Other trusteeship: THE BARNSLEY AND DISTRICT PRISONER OF WAR AND EX-SERVICEMEN AND WOMEN'S FUND,

MR JOHN STEPHEN BOSTWICK, Other trusteeship: HORIZON ARCHBISHOP HOLGATE FOUNDATION,

MALCOLM YAXLEY PRICE, Other trusteeship: FRIENDS OF LOCKE PARK,

KEVIN GEORGE WILLIAMS Appointed: 2011, Other trusteeship: HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY,

Legal constitution

Charity registered in England & Wales on 12/02/1964, number: 224590

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

20 returns made; AR19: 146 days late,

Main office

35 CHURCH ST
BARNSLEY
SOUTH YORKSHIRE
S70 2AP

Objectives

THE TRUSTEES MAY APPLY SUCH ANNUAL SUM AS THEY THINK FIT, BEING A SUM WHICH TOGETHER WITH THE PAYMENT FOR EDUCATIONAL PURPOSES MENTIONED IN THE ABOVE-MENTIONED ORDER OF THE 5 JANUARY 1904 DOES NOT EXCEED ONE-THIRD PART OF THE YEARLY INCOME OF THE CHARITY AFTER DEDUCTING THEREFROM ALL PAYMENTS REQUIRED TO BE MADE CLAUSE 26 OF THIS SCHEME IS ONE OR MORE OF THE FOLLOWING WAYS;- (A) IN AWARDING TO BENEFICIARIES SCHOLARSHIPS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY OR OTHER PLACE OF LEARNING, APPROVED BY THE TRUSTEES; (B) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO HELP BENEFICIARIES ON LEAVING SCHOOL, A UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FRO,OR TO ENTER, A PROFESSION, TRADE OF CALLING; (E) IN AWARD SCHOLARSHIPS OR MAINTENANCE ALLOWANCES TO EABLE BENEFICIARIES TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION; (D) IN PROVDING OR ASSISTING THE PROVISION OF FACILITIES OF ANY KIND NOT, NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR RECREATION AND SOCIAL AND PHYSCIAL TRAINING FOR BENEFICIARIES WHO ARE RECEIVING PRIMARY, SECONDARY OR FURTHE EDUCATION; (E) IN PROVIDING FINANCICAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS; AND (F) IN OTHERWISE PROMOTING THE EDUCATION OF BENEFICIARIES.

Defined Area of Benefit:

BARNSLEY COUNTY BOROUGH

Data Sources