Finance Score: -7

Governance Score: -7

Support Score: 0

Accounts overdue -5
Multiple Deficits: -2
No PartB

No conflicts policy: -1
2 Trustees: -2
All female board: -3

No supporters identified

Overall GiG Score: -14

THE JAMES WISE CHARITABLE TRUST

Uses investment income to make grants to individuals and organisations falling within the charities objects - such charitable purposes as the trustees think fit.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 2 trustees
The Board is completely female

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
On several occasions in recent years income has been less than spending

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		£56	£80	£-24	n/a	n/a	n/a	n/a	n/a
05/04/21		£66	£69	£-2	n/a	n/a	n/a	n/a	n/a
05/04/20		£66	£81	£-15	n/a	n/a	n/a	n/a	n/a
05/04/19		£74	£74	£0	n/a	n/a	n/a	n/a	n/a
05/04/18		£66	£92	£-26	£0	£0	£0	n/a	0
05/04/17		£63	£68	£-5	£0	£0	£0	n/a	0
05/04/16		£59	£66	£-6	£0	£0	£0	n/a	0
05/04/15		£56	£89	£-33	£0	£0	£0	n/a	0
05/04/14		£60	£54	£6	£0	£0	£0	n/a	0
05/04/13		£60	£75	£-15	£0	£0	£0	n/a	0
05/04/12		£58	£67	£-9	£0	£0	£0	n/a	0
05/04/11		£54	£69	£-15	£0	£0	£0	n/a	0
05/04/10		£48	£69	£-21	£0	£0	£0	n/a	0
05/04/09		£60	£78	£-18	£0	£0	£0	n/a	0
05/04/08		£47	£278	£-232	£0	£0	£0	n/a	0
05/04/07	*	£51	£31	£20	£0	£0	£0	n/a	0
05/04/06		£45	£26	£19	£0	£0	£0	n/a	0
05/04/05		£46	£12	£34	£0	£0	£0	n/a	0
05/04/04		£42	£29	£13	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 47 years

lisa@marshalls.uk.net

01483416101

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Hampshire, Surrey,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

ALISON JANE MOUSER Appointed: 2022

BELINDA JANE SANDERS Appointed: 2019, Other trusteeships: MISS ADA OLIVER, MARGARET JEANNIE HINDLEY CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 27/07/1977, number: 273853

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment

Filing Record

19 returns made; AR07: 1 days late,

Main office

MARSHALLS SOLICITORS LLP
102 HIGH STREET
GODALMING
GU7 1DS

Objectives

FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES WITH THE CONSENT OF THE SETTLOR DURING HIS LIFE SHALL THINK FIT AND AFTER THE SETTLOR'S DEATH AS THE TRUSTEES IN THEIR UNCONTROLLED DISCRETION SHALL THINK FIT BUT WITH PARTICULAR REFERENCE TO THE CHARITIES SET OUT IN THE SCHEDULE TO THE TRUST DEED.

Defined Area of Benefit:

NOT DEFINED

Data Sources