Overall GiG Score: -6 ?
Finance Score: -2
Governance Score: -4
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • Only 3 Trustees: -2
  • Very static board: -5
  • Gender balanced board: +3
  • No supporters identified

THE SIR JAMES AND LADY SCOTT TRUST 

Grant giving
Analysis by Giving is Great

Regulatory & Governance issues to consider:

  • There are only 3 trustees
  • The Board composition appears to be very static

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • On several occasions in recent years income has been less than spending
Established: 60 years

www.sjlst.org.uk

helen@fcsct.org.uk

01539742608

Charity Commission for England and Wales
UN SDGs
?

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£70£69£1n/an/an/an/an/a0
31/03/22£65£93£-28n/an/an/an/an/a0
31/03/21£58£85£-27n/an/an/an/an/a0
31/03/20£56£72£-16n/an/an/an/an/a0
31/03/19£48£56£-8n/an/an/an/an/a0
31/03/18£47£86£-39£0£0£0n/a00
31/03/17£44£58£-13£0£0£0n/a00
31/03/16£43£79£-36£0£0£0n/a00
31/03/15£43£60£-17£0£0£0n/a00
31/03/14£46£45£1£0£0£0n/a00
31/03/13£47£48£-1£0£0£0n/a00
31/03/12£47£53£-6£0£0£0n/a00
31/03/11£39£58£-19£0£0£0n/a00
31/03/10£48£69£-22£0£0£0n/a00
31/03/09£62£61£1£0£0£0n/a00
31/03/08£62£67£-5£0£0£0n/a00
31/03/07£64£85£-21£0£0£0n/a00
31/03/06*£60£123£-63£0£0£0n/a00
31/03/05*£58£81£-23£0£0£0n/a00
31/03/04£61£49£12£0£0£0n/a00

Highest pay bracket: less than £60,000
What it does
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • Bolton,

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Legal constitution
  • Charity registered in England & Wales on 01/04/1964, number: 231324
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • 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
20 returns made; AR06: 9 days late, AR05: 49 days late,
Main office

Sir James & Lady Scott Trust
Stricklandgate House
92 Stricklandgate
KENDAL
LA9 4PU

Objectives

CHARITABLE AND DESERVING OBJECTS AND PURPOSES INCLUDING PARTICULARLY THE PROVISION OF ASSISTANCE TO ALL OR ANY OF THE FORMER OR PRESENT SERVANTS OR DEPENDANTS OF THE SETTLOR OR OTHER PERSONS CONNECTED WITH HIM OR HIS FAMILY WHO MAY BE IN NECESSITIOUS CIRCUMSTANCES.

Defined Area of Benefit:

NOT DEFINED IN PRACTICE THE BOLTON AREA.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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