Finance Score: -2

Governance Score: 5

Support Score: 0

Multiple Deficits: -2
No PartB

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE SIR BARRY JACKSON COUNTY FUND

Promotion of dramatic art in the West Midlands

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12
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	Volun- teers
05/04/23		£93	£106	£-12	n/a	n/a	n/a	n/a	n/a	0
05/04/22		£95	£99	£-4	n/a	n/a	n/a	n/a	n/a	1
05/04/21		£84	£98	£-14	n/a	n/a	n/a	n/a	n/a	1
05/04/20		£105	£67	£38	n/a	n/a	n/a	n/a	n/a	1
05/04/19		£107	£109	£-1	n/a	n/a	n/a	n/a	n/a	1
05/04/18		£108	£100	£7	£0	£0	£0	n/a	0	0
05/04/17		£98	£101	£-3	£0	£0	£0	n/a	0	0
05/04/16		£92	£91	£2	£0	£0	£0	n/a	0	0
05/04/15		£87	£76	£11	£0	£0	£0	n/a	0	0
05/04/14		£83	£95	£-12	£0	£0	£0	n/a	0	0
05/04/13		£84	£72	£11	£0	£0	£0	n/a	0	0
05/04/12		£76	£68	£8	£0	£0	£0	n/a	0	0
05/04/11	*	£66	£76	£-10	£0	£0	£0	n/a	0	0
05/04/10		£63	£66	£-3	£0	£0	£0	n/a	0	0
05/04/09		£82	£72	£10	£0	£0	£0	n/a	0	0
05/04/08		£80	£64	£16	£0	£0	£0	n/a	0	0
05/04/07	*	£81	£63	£18	£0	£0	£0	n/a	0	0
05/04/06		£73	£67	£6	£0	£0	£0	n/a	0	0
05/04/05	*	£65	£74	£-9	£0	£0	£0	n/a	0	0
05/04/04	*	£61	£24	£37	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 38 years

sbjt@outlook.com

01983 617842

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Walsall, Wolverhampton,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Based on 13/15 persons

CARNETTE VENETTA RICHARDSON-JACQUET Appointed: 2024

NAYLAH AHMED Appointed: 2024, Other trusteeship: SIR BARRY JACKSON TRUST,

AMELIA ROSE LADBROOK Appointed: 2019, Other trusteeship: SIR BARRY JACKSON TRUST,

COUNCILLOR DESMOND STEPHEN HUGHES Appointed: 2023, Other trusteeship: SIR BARRY JACKSON TRUST,

DEBORAH MARY SHAW (Chair) Appointed: 2009, Other trusteeship: SIR BARRY JACKSON TRUST,

DAVINDER DOSANJH Appointed: 2024, Other trusteeships: THE BENEVOLENT FUND OF HER MAJESTY'S INSPECTORS OF SCHOOLS IN ENGLAND AND WALES, SIR BARRY JACKSON TRUST,

DR STEVEN DERRICK BALL Appointed: 2024, Other trusteeship: SIR BARRY JACKSON TRUST,

EDMUND PETER COLLIER Appointed: 2024, Other trusteeship: SIR BARRY JACKSON TRUST,

GRAHAM JAMES SAUNDERS Appointed: 2016, Other trusteeship: SIR BARRY JACKSON TRUST,

HUGH SERGIO BLACKWOOD Appointed: 2024, Other trusteeship: SIR BARRY JACKSON TRUST,

LINDA MORGAN Appointed: 2015, Other trusteeship: SIR BARRY JACKSON TRUST,

NEIL PAUL READING Appointed: 2024, Other trusteeship: SIR BARRY JACKSON TRUST,

PROFESSOR CLAIRE ELIZABETH COCHRANE Appointed: 2013, Other trusteeship: SIR BARRY JACKSON TRUST,

PROFESSOR MARK ALAN EVANS Appointed: 2024, Other trusteeship: SIR BARRY JACKSON TRUST,

STUART JAMES ROGERS Appointed: 2023, Other trusteeship: SIR BARRY JACKSON TRUST,

Legal constitution

Charity registered in England & Wales on 21/03/1986, number: 517306

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
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 vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR11: 2 days late, AR07: 1 days late, AR05: 12 days late, AR04: 0 days late,

Main office

C/O B'HAM REPERTORY THEATRE LTD
CENTENARY SQUARE
BROAD STREET
BIRMINGHAM
B1 2EP

Objectives

UPON TRUST TO PAY OR APPLY THE SAME AS AND WHEN THEY SHALL THINK FIT FOR THE ADVANCEMENT AND IMPROVEMENT IN THE GEOGRAPHICAL AREA OF THE WEST MIDLANDS COUNTY COUNCIL OF GENERAL EDUCATION IN RELATION TO ALL ASPECTS OF THE ART OF DRAMA AND THEATRICAL PRODUCTION (INCLUDING ALL MANUAL, TECHNICAL AND ARTISTIC SKILLS ASSOCIATED WITH THEATRE PRODUCTION) AND THE DEVELOPMENT OF PUBLIC APPRECIATION OF SUCH ART IN ANY ONE OR MORE OF THE FOLLOWING WAYS OR IN SUCH OTHER WAYS AS THE TRUSTEES SHALL THINK FIT. (FOR FURTHER DETAILS OF OBJECTS SEE CLAUSE 2 OF THE TRUST DEED).

Defined Area of Benefit:

GEOGRAPHIC AREA OF THE WEST MIDLANDS COUNTY COUNCIL

Data Sources