Finance Score: -8

Governance Score: 2

Support Score: 0

Accounts overdue -5
Volatile income: -3
No PartB

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

No supporters identified

Overall GiG Score: -6

ALAN JEROME CHARITABLE TRUST

The charity makes grants to charities generally and also for religious activites and the arts.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
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
Latest accounts are overdue for filing
Income has been volatile recently

Established: 56 years

mark.naylor@bakertilly.co.uk

01132 855000

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
05/04/22		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£2	£3	£-1	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£3	£2	£0	n/a	n/a	n/a	n/a	n/a
05/04/19		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
05/04/18		£3	£1	£1	£0	£0	£0	n/a	0
05/04/17		£2	£1	£1	£0	£0	£0	n/a	0
05/04/16		£1	£2	£0	£0	£0	£0	n/a	0
05/04/15		£1	£1	£0	£0	£0	£0	n/a	0
05/04/14		£1	£2	£0	£0	£0	£0	n/a	0
05/04/13		£1	£2	£0	£0	£0	£0	n/a	0
05/04/12		£1	£2	£-1	£0	£0	£0	n/a	0
05/04/11	*	£1	£1	£0	£0	£0	£0	n/a	0
05/04/10		£1	£2	£-1	£0	£0	£0	n/a	0
05/04/09	*	£1	£1	£0	£0	£0	£0	n/a	0
05/04/08		£1	£1	£0	£0	£0	£0	n/a	0
05/04/07	*	£2	£2	£-1	£0	£0	£0	n/a	0
05/04/06		£1	£1	£1	£0	£0	£0	n/a	0
05/04/05		£1	£1	£0	£0	£0	£0	n/a	0
05/04/04	*	£1	£1	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
General Charitable Purposes
Religious Activities

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

ALAN HOWARD JEROME, Other trusteeships: CLARKE-FOLEY ADDINGHAM TRUST, TRUST PROPERTY HELD IN CONNECTION WITH ADDINGHAM YOUTH COUNCIL, ADDINGHAM VILLAGE HALL, ADDINGHAM OLD SCHOOL TRUST,

PENELOPE ANN JEROME

PETER WILLIAM GELDEARD, Other trusteeships: THE FRED TOWLER CHARITY TRUST, IRENE BURKE SCHOLARSHIP FUND, THE LAPA CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 13/09/1968, number: 256770

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Volunteer management

Filing Record

19 returns made; AR21: 1 days late, AR20: 131 days late, AR11: 199 days late, AR09: 196 days late, AR07: 60 days late, AR04: 91 days late,

Main office

Unit 5
Central Square
29 Wellington Street
LEEDS
LS1 4DL

Objectives

INCOME OR CAPITAL TO BE APPLIED TO SUCH CHARITIES OR SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY DETERMINE.

Defined Area of Benefit:

NONE DEFINED

Data Sources