Finance Score: -3

Governance Score: -1

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -4

THE JOHN AND ELIZA JANE JACKSON BEQUEST

Interest and dividends from capital investments to be used to relieve poverty within the 12 churches that make up the former Warrington Methodist Circuit, these being Antrobus, Lymm, Padgate, St Philips, Penketh, Hood Manor, St Martins,Rixton,Bold St,Latchford, Stockton Heath and New Song Network all now in the Sankey Valley Circuit.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

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
Income has been volatile and on several occasions in recent years 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
01/01/70		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/23		£3	£5	£-2	n/a	n/a	n/a	n/a	n/a
31/08/22		£2	£4	£-1	n/a	n/a	n/a	n/a	n/a
31/08/21		£1	£2	£0	n/a	n/a	n/a	n/a	n/a
31/08/20		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/08/19?	*	£3	£2	£0	n/a	n/a	n/a	n/a	n/a
31/08/17		£2	£1	£1	£0	£0	£0	n/a	0
31/08/16		£2	£1	£1	£0	£0	£0	n/a	0
31/08/15		£3	£0	£3	£0	£0	£0	n/a	0
31/08/14		£2	£1	£1	£0	£0	£0	n/a	0
31/08/13		£2	£1	£1	£0	£0	£0	n/a	0
31/08/12		£2	£2	£1	£0	£0	£0	n/a	0
31/08/11		£2	£1	£1	£0	£0	£0	n/a	0
31/08/10		£25	£25	£0	£0	£0	£0	n/a	0
31/08/09		£2	£1	£1	£0	£0	£0	n/a	0
31/08/08		£5	£7	£-3	£0	£0	£0	n/a	0
31/08/07?	*	£5	£2	£3	£0	£0	£0	n/a	0
01/01/70		£0	£0	£0	£0	£0	£0	NAN	0
31/08/05	*	£4	£4	£0	£0	£0	£0	n/a	0
31/08/04		£4	£3	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 47 years

svmtrusts@outlook.com

07982 452769

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
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

Warrington,

Who it helps

Children/Young People
Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

SANKEY VALLEY METHODIST CIRCUIT Appointed: 2011

JOANNE DICKINSON

DEACON HELEN MARY COLEMAN (Chair) Appointed: 2017, Other trusteeships: SANKEY VALLEY METHODIST CIRCUIT, LIVERPOOL DISTRICT METHODIST CHURCH,

KENNETH LONG, Other trusteeships: FRED PENDLEBURY TRUST LEGACY, SANKEY VALLEY METHODIST CIRCUIT,

Legal constitution

Charity registered in England & Wales on 13/06/1977, number: 505907

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR19: 270 days late, AR07: 154 days late, AR05: 879 days late,

Main office

The Olive Tree Community Centre
Penketh Methodist Church
Chapel Road
Penketh
WARRINGTON
WA5 2NB

Objectives

THE PROVISION OF GIFTS EACH NEW YEAR TO SUCH MEMBER OR MEMBERS OF THE MOORE METHODIST CHURCH AND CONGREGATION AS SHALL BE DEEMED DESERVING OR IN NEED OF SUCH HELP OR FAILING THIS PURPOSE FOR SUCH OTHER SIMILAR PURPOSE AS THE MINISTER IN CHARGE OF THE MOORE METHODIST CHURCH, THE TRUST TREASURER AND THE SENIOR SOCIETY STEWARD OF THE SAID CHURCH SHALL IN THEIR DISCRETION DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources