Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

JOPSON'S EDUCATIONAL FOUNDATION

Grant making to young people from the Ecclesiastical Parish of St. James, Staveley, entering or continuing in further or higher education and to the Vicar and Churchwardens of the parish for the provision of religious instruction for the children of the parish by means of Sunday Schools or otherwise.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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

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
31/03/23		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£0	£0	£0	£0	£0	£0	n/a	0
31/03/17		£0	£0	£0	£0	£0	£0	n/a	0
31/03/16		£0	£0	£0	£0	£0	£0	n/a	0
31/03/15		£0	£0	£0	£0	£0	£0	n/a	0
31/03/14		£0	£0	£0	£0	£0	£0	n/a	0
31/03/13		£0	£0	£0	£0	£0	£0	n/a	0
31/03/12		£0	£0	£0	£0	£0	£0	n/a	0
31/03/11	*	£0	£0	£0	£0	£0	£0	n/a	0
31/03/10		£0	£0	£0	£0	£0	£0	n/a	0
31/03/09		£0	£0	£0	£0	£0	£0	n/a	0
31/03/08?	*	£0	£0	£0	£0	£0	£0	n/a	0
31/03/06		£0	£0	£0	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 59 years

dorothydmackereth@btinternet.com

01539821663

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Christian religious associations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Cumbria,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

DOROTHY MARY MACKERETH

IAN TALLON

MIRIAM POWELL Appointed: 2022

STANLEY BERNARD COLLINS Appointed: 2013

REV LAWRENCE DAVID BASHAM Appointed: 2023, Other trusteeships: WINDERMERE SCHOOL ENDOWMENT, THE APPLETHWAITE PARISH CENTRE TRUST,

Legal constitution

Charity registered in England & Wales on 25/11/1965, number: 526909

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

17 returns made; AR11: 17 days late, AR08: 175 days late,

Main office

4 SEEDFIELD
STAVELEY
KENDAL
LA8 9NJ

Objectives

A) PROVISION OF RELIGIOUS EDUCATION IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND BY MEANS OF SUNDAY SCHOOLS OR OTHERWISE. B) PROVISION OF SCHOLARSHIPS FOR BOYS AND GIRLS LIVING IN THE BENEFICIAL AREA AT AN INSTITUTE OF HIGHER EDUCATION, C) PROVISION OF SPECIAL FACILITIES IN SUBJECTS OF PRACTICAL OR TECHNICAL INSTITUTION ADDITIONAL TO THOSE AFFORDED BY THE LOCAL EDUCATION AUTHORITY FOR YOUNG PEOPLE WHO ARE OR WHO HAVE BEEN ATTENDING A PUBLIC ELEMENTARY SCHOOL.

Defined Area of Benefit:

THE PARISH OF STAVELEY ST. JAMES

Data Sources