Finance Score: 0

Governance Score: 2

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

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

No supporters identified

Overall GiG Score: 2

THE CHARITY OF DR JONES

Making grants available to young people in education or apprenticeships who are aged 16-25 yrs and who reside within the boundaries of the previous Pembroke borough.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender
This charity is based in an area of extremely high deprivation

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
Income was significantly lower than spending in the latest year

Established: 59 years

GuineaHill,HouseNorgansHill,Pembroke.SA715EP

mcros94874@aol.com

01646622257

Charity Commission for England and Wales

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
31/12/22		£46	£186	£-139	n/a	n/a	n/a	n/a	n/a
31/12/21		£32	£26	£6	n/a	n/a	n/a	n/a	n/a
31/12/20		£47	£9	£38	n/a	n/a	n/a	n/a	n/a
31/12/19		£41	£41	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£45	£40	£5	£0	£0	£0	n/a	0
31/12/17		£45	£11	£34	£0	£0	£0	n/a	0
31/12/16		£51	£25	£26	£0	£0	£0	n/a	0
31/12/15		£44	£34	£10	£0	£0	£0	n/a	0
31/12/14	*	£42	£20	£21	£0	£0	£0	n/a	0
31/12/13		£41	£38	£3	£0	£0	£0	n/a	0
31/12/12		£40	£40	£0	£0	£0	£0	n/a	0
31/12/11		£36	£27	£9	£0	£0	£0	n/a	0
31/12/10		£36	£12	£24	£0	£0	£0	n/a	0
31/12/09		£35	£24	£11	£0	£0	£0	n/a	0
31/12/08		£42	£30	£12	£0	£0	£0	n/a	0
31/12/07		£39	£18	£21	£0	£0	£0	n/a	0
31/12/06		£51	£20	£31	£0	£0	£0	n/a	0
31/12/05	*	£32	£20	£12	£0	£0	£0	n/a	0
31/12/04		£35	£9	£26	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Pembrokeshire,

This charity is based in an area of extremely high deprivation

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 (6)

Gender Split

Based on 5/6 persons

DAVID OLLYOTT

JOHN BRIAN LAVENDER

JANET GIGLER Appointed: 2015

MALCOLM ROBERT CROSSMAN

PAMALA GEORGE Appointed: 2014

ROSE BLACKBURN Appointed: 2014

Legal constitution

Charity registered in England & Wales on 22/04/1965, number: 241351

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR14: 23 days late, AR05: 15 days late,

Recent reorganisation events:

Asset transfer in from THE TREWENT SCHOLARSHIP FUND on 14/08/2023

Main office

Guinea Hill House
Norgans Hill
Pembroke
SA71 5EP

Objectives

1-THE ASSISTANCE OF PERSONS WHO ARE UNDER THE AGE OF 25 YEARS RESIDENT IN THE AREA OF BENEFIT AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE PREPARING FOR, ENTERING UPON, OR ENGAGED IN ANY PROFESSION, TRADE, OCCUPATION OR SERVICE BY PROVIDING THEM WITH OUTFITS, TOOLS OR BOOKS, OR BY PAYMENT OF FEES, TRAVELLING OR MAINTENANCE EXPENSES OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE OR TO ENABLE THEM TO EARN THEIR OWN LIVING AS THE TRUSTEES THINK FIT.2-THE PROMOTION OF EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS WHO ARE UNDER THE AGE OF 25 YEARS RESIDENT AS AFORESAID OR WHOOSE PARENTS ARE RESIDENT AS AFORESAID AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE.3-THE RELEIF OF PERSONS EITHER GENERALLY OR INDIVIDUALLY RESIDENT AS AFORESAID WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR SUCH ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS.

Defined Area of Benefit:

PEMBROKE AND PEMBROKE DOCK

Data Sources