Finance Score: -2

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

Mainly male board: -1

Large volunteers +3

Overall GiG Score: 0

J AND M C TRUST

Provision of accomodation for the needy with an emphasis on retired clergy and their dependants, and such other charitable purposes as the trustees shall determine at their absolute discretion.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly 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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
05/04/23	*	£18	£14	£3	n/a	n/a	n/a	n/a	n/a	5
05/04/22		£14	£14	£0	n/a	n/a	n/a	n/a	n/a	0
05/04/21		£13	£12	£1	n/a	n/a	n/a	n/a	n/a	0
05/04/20	*	£15	£11	£4	n/a	n/a	n/a	n/a	n/a	0
05/04/19		£15	£14	£1	n/a	n/a	n/a	n/a	n/a	0
05/04/18	*	£15	£17	£-3	£0	£0	£0	n/a	0	0
05/04/17	*	£15	£14	£1	£0	£0	£0	n/a	0	0
05/04/16	*	£13	£12	£2	£0	£0	£0	n/a	0	0
05/04/15	*	£13	£15	£-1	£0	£0	£0	n/a	0	0
05/04/14	*	£12	£12	£0	£0	£0	£0	n/a	0	0
05/04/13	*	£12	£22	£-10	£0	£0	£0	n/a	0	0
05/04/12	*	£9	£0	£9	£0	£0	£0	n/a	0	0
05/04/11		£8	£3	£5	£0	£0	£0	n/a	0	0
05/04/10		£6	£15	£-8	£0	£0	£0	n/a	0	0
05/04/09	*	£21	£16	£5	£0	£0	£0	n/a	0	0
05/04/08		£12	£10	£2	£0	£0	£0	n/a	0	0
05/04/07		£12	£14	£-2	£0	£0	£0	n/a	0	0
05/04/06		£10	£10	£1	£0	£0	£0	n/a	0	0
05/04/05		£11	£12	£-1	£0	£0	£0	n/a	0	0
05/04/04	*	£12	£15	£-3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 50 years

01736796971

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
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 works here?

Unknown number of employees
5 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

ANDREW ROBERT CASHMORE, Other trusteeship: THE AVON TRUST,

PETER JOHN SVERRE JOHANSEN MBE, Other trusteeships: THE AVON TRUST, BIRMINGHAM INTERNATIONAL STUDENT HOMES, FOUR OAKS METHODIST CHURCH,

PETER MAURICE CASHMORE, Other trusteeships: THE AVON TRUST, THE METHODIST CHURCH - BIRMINGHAM (SUTTON PARK) CIRCUIT,

RICHARD JOHN NIXON (Chair) Appointed: 2012, Other trusteeship: THE AVON TRUST,

SUSANNA TIMNEY Appointed: 2022, Other trusteeship: THE AVON TRUST,

Legal constitution

Charity registered in England & Wales on 26/04/1974, number: 267204

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 39 days late, AR20: 40 days late, AR18: 145 days late, AR17: 58 days late, AR16: 59 days late, AR15: 90 days late, AR14: 52 days late, AR13: 109 days late, AR12: 108 days late, AR09: 287 days late, AR04: 19 days late,

Main office

TRYGVA
CARTHEW WAY
ST. IVES
TR26 1RJ

Objectives

THE PROVISION OF DWELLINGHOUSES OR OTHER RESIDENCES FOR THE ACCOMMODATION OF POOR AND NEEDY PERSONS, BUT PRIMARILY FOR RETIRED MINISTERS OF RELIGION. FOR SUCH CHARITABLE INSTITUTIONS AND CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources