Finance Score: -1

Governance Score: 3

Support Score: 0

Spending falling: -1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

JARMAN CHARITABLE TRUST

Trust fund providing small grants in area of benefit

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
Spending has fallen significantly over the last 5 years relative to the previous period

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
05/04/23	*	£53	£1	£53	n/a	n/a	n/a	n/a	n/a
05/04/22		£48	£1	£47	n/a	n/a	n/a	n/a	n/a
05/04/21		£42	£45	£-3	n/a	n/a	n/a	n/a	n/a
05/04/20		£54	£41	£13	n/a	n/a	n/a	n/a	n/a
05/04/19		£52	£45	£7	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£48	£40	£9	£0	£0	£0	n/a	0
05/04/17	*	£46	£44	£2	£0	£0	£0	n/a	0
05/04/16		£48	£42	£6	£0	£0	£0	n/a	0
05/04/15	*	£44	£40	£3	£0	£0	£0	n/a	0
05/04/14		£43	£39	£5	£0	£0	£0	n/a	0
05/04/13	*	£41	£38	£3	£0	£0	£0	n/a	0
05/04/12	*	£38	£40	£-2	£0	£0	£0	n/a	0
05/04/11	*	£38	£38	£0	£0	£0	£0	n/a	0
05/04/10	*	£37	£37	£0	£0	£0	£0	n/a	0
05/04/09	*	£51	£37	£15	£0	£0	£0	n/a	0
05/04/08	*	£48	£37	£12	£0	£0	£0	n/a	0
05/04/07	*	£45	£38	£7	£0	£0	£0	n/a	0
05/04/06	*	£42	£35	£6	£0	£0	£0	n/a	0
05/04/05		£39	£36	£3	£0	£0	£0	n/a	0
05/04/04	*	£38	£32	£6	£0	£0	£0	n/a	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 59 years

jarmanct@hotmail.com

01212472622

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Walsall, Wolverhampton,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANDREW DAVIS Appointed: 2021

ANTHONY DAVIS Appointed: 2021

DR CHRISTOPHER DAVIS Appointed: 2022

ISOBEL DAVIS Appointed: 2022

SUSAN CHILTON, Other trusteeship: THE WORCESTERSHIRE FEDERATION OF WOMEN'S INSTITUTES CIO,

Legal constitution

Charity registered in England & Wales on 20/01/1965, number: 239198

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR23: 9 days late, AR18: 1 days late, AR17: 2 days late, AR15: 2 days late, AR13: 1 days late, AR12: 40 days late, AR11: 2 days late, AR10: 2 days late, AR09: 41 days late, AR08: 2 days late, AR07: 42 days late, AR06: 13 days late, AR04: 1 days late,

Main office

52 LEE CRESCENT
BIRMINGHAM
B15 2BJ

Objectives

GENERAL CHARITABLE PURPOSES.

Defined Area of Benefit:

NATIONAL

Data Sources