Finance Score: -2

Governance Score: -3

Support Score: 0

Multiple Deficits: -2
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -5

THE JOSEPH AND ANNIE CATTLE TRUST

The object of the charity is to provide for general charitable purposes in the local (Hull and East Riding of Yorkshire) area. The aged, disabled and underprivileged are assisted wherever possible as are children suffering from dyslexia. Financial assistance is provided primarily to supporting institutions specialising in these areas.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£361	£339	£22	n/a	n/a	n/a	n/a	n/a
30/06/22		£354	£351	£3	n/a	n/a	n/a	n/a	n/a
30/06/21?		£472	£314	£159	n/a	n/a	n/a	n/a	n/a
05/04/20		£324	£397	£-73	n/a	n/a	n/a	n/a	n/a
05/04/19		£344	£385	£-41	n/a	n/a	n/a	n/a	n/a
05/04/18		£353	£361	£-9	£0	£0	£0	n/a	0
05/04/17		£348	£391	£-42	£0	£0	£0	n/a	0
05/04/16		£381	£382	£-1	£0	£0	£0	n/a	0
05/04/15		£361	£392	£-31	£0	£0	£0	n/a	0
05/04/14		£367	£381	£-14	£0	£0	£0	n/a	0
05/04/13		£459	£369	£90	£0	£0	£0	n/a	0
05/04/12		£294	£314	£-20	£0	£0	£0	n/a	0
05/04/11		£269	£294	£-26	£0	£0	£0	n/a	0
05/04/10		£285	£280	£5	£0	£0	£0	n/a	0
05/04/09	*	£372	£324	£48	£0	£0	£0	n/a	0
05/04/08		£348	£369	£-21	£0	£0	£0	n/a	0
05/04/07	*	£327	£382	£-55	£0	£0	£0	n/a	0
05/04/06		£293	£309	£-16	£0	£0	£0	n/a	0
05/04/05		£273	£257	£16	£0	£0	£0	n/a	0
05/04/04		£255	£244	£11	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 53 years

www.jacattletrust.co.uk

rogercattletrust@protonmail.com

07802873991

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

East Riding Of Yorkshire, Kingston Upon Hull City,

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

MR S C JOWERS (Chair) Appointed: 2010

PAUL ANTHONY EDWARDS Appointed: 2011

PAUL CHRISTOPHER GRIMWOOD Appointed: 2023

STEPHEN CHARLES JOWERS Appointed: 2010

CHRISTOPHER LLOYD DIGBY MUNDAY Appointed: 2013, Other trusteeships: ECCLESIASTICAL PARISH OF BEVERLEY ST MARY CHURCH ESTATE, THE BEVERLEY AND DISTRICT RINGING SOCIETY BELL REPAIR FUND, THE FRIENDS OF ST. MARY'S CHURCH , BEVERLEY,

Legal constitution

Charity registered in England & Wales on 11/01/1971, number: 262011

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
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
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR09: 1 days late, AR07: 1 days late,

Main office

Joseph & Annie Cattle Trust
The Willows
Dalton Lane
Halsham
Hull
HU12 0DG

Objectives

TO APPLY THE CAPITAL OR INCOME FOR ANY CHARITABLE PURPOSES IN SUCH MANNER AS THE TRUSTEES SHALL THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources