Finance Score: -2

Governance Score: 2

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: 0

THE JAMES NEILL TRUST FUND

To be applied for the welfare of James Neill employees and former employees and former employees and for such charitable purpose benefiting persons residing within 20 miles of Sheffield Cathedral as the trustees in their uncontrolled discretion shall from time to time decided.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
The Board is predominantly female
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
05/04/23		£62	£75	£-12	n/a	n/a	n/a	n/a	n/a
05/04/22		£58	£63	£-5	n/a	n/a	n/a	n/a	n/a
05/04/21		£47	£56	£-9	n/a	n/a	n/a	n/a	n/a
05/04/20		£60	£70	£-10	n/a	n/a	n/a	n/a	n/a
05/04/19		£59	£65	£-5	n/a	n/a	n/a	n/a	n/a
05/04/18		£56	£65	£-9	£0	£0	£0	n/a	0
05/04/17		£53	£68	£-15	£0	£0	£0	n/a	0
05/04/16		£50	£56	£-6	£0	£0	£0	n/a	0
05/04/15		£50	£56	£-6	£0	£0	£0	n/a	0
05/04/14		£48	£53	£-5	£0	£0	£0	n/a	0
05/04/13		£42	£37	£5	£0	£0	£0	n/a	0
05/04/12		£39	£58	£-19	£0	£0	£0	n/a	0
05/04/11		£41	£39	£3	£0	£0	£0	n/a	0
05/04/10		£44	£47	£-2	£0	£0	£0	n/a	0
05/04/09		£48	£44	£5	£0	£0	£0	n/a	0
05/04/08	*	£42	£50	£-7	£0	£0	£0	n/a	0
05/04/07	*	£43	£51	£-8	£0	£0	£0	n/a	0
05/04/06		£44	£39	£5	£0	£0	£0	n/a	0
05/04/05		£37	£40	£-3	£0	£0	£0	n/a	0
05/04/04	*	£36	£39	£-3	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 50 years

neillcharities.com

jntf@neillcharities.com

01759322102

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

Sheffield City,

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 (5)

Current Trustees appointed

Gender Split

LADY NEILL DL Appointed: 1990, Other trusteeships: MARJORIE COOTE ANIMAL CHARITY TRUST, J W CHAPMAN EARLESMERE CHARITABLE TRUST, MARJORIE COOTE OLD PEOPLES CHARITY FUND, THE HUGH NEILL CHARITY,

NICHOLAS JAMES ANTHONY HUTTON MBE Appointed: 2022, Other trusteeships: CHURCH BURGESSES TRUST, THE HOUNSFIELD PENSIONS CHARITY, THE HOSPITAL OF GILBERT, EARL OF SHREWSBURY AT SHEFFIELD, SHEFFIELD TOWN TRUST, MARJORIE COOTE OLD PEOPLES CHARITY FUND, WILLIAM ELLIS BEQUEST, THE SHEFFIELD DIAL- A -RIDE CLUB,

PENELOPE MARY JEWITT Appointed: 2022, Other trusteeships: SHEFFIELD TOWN TRUST, MARJORIE COOTE OLD PEOPLES CHARITY FUND,

SARAH DOROTHY NEILL Appointed: 2015, Other trusteeships: MARJORIE COOTE ANIMAL CHARITY TRUST, MARJORIE COOTE OLD PEOPLES CHARITY FUND,

DR CAROLINE JANE LAWRENSON Appointed: 2022, Occupation: Director, Other trusteeship: CHILDREN'S BEREAVEMENT CENTRE,

Legal constitution

Charity registered in England & Wales on 09/05/1974, number: 503203

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR08: 1 days late, AR07: 65 days late, AR04: 34 days late,

Main office

LADY NEILL DL
THE JAMES NEILL TRUST FUND
BARN COTTAGE
LINDRICK COMMON
WORKSOP
S81 8BA

Objectives

SUCH CHARITABLE PURPOSES BENEFITING PERSONS RESIDING WITHIN 20 MILES OF SHEFFIELD CATHEDRAL AS THE TRUSTEES SHALL IN THEIR UNCONTROLLED DISCRETION FROM TIME TO TIME DETERMINE. FOR FURTHER DETAILS SEE CLAUSES 6 AND 7.

Defined Area of Benefit:

SHEFFIELD AND DISTRICT

Data Sources