Finance Score: 3

Governance Score: 6

Support Score: 3

Good reserves management: +3

Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 12

JOHN MARTIN'S CHARITY

The Charity is a grant making trust benefiting the residents and organisations in the town of Evesham and the neighbourhood thereof, through the areas of Religious Support, Relief in Need, Education and Health.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has an endowment fund which generates most of its income
Reserves management has been consistently within official guidelines
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity

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	£981	£961	£20	£0	£27,017	£430	5.4	3
31/03/22	£711	£756	£-44	£0	£28,802	£387	6.1	3
31/03/21	£685	£656	£29	£0	£26,465	£394	7.2	3
31/03/20	£832	£847	£-15	£0	£22,374	£397	5.6	3
31/03/19	£800	£887	£-87	£0	£24,580	£372	5	3
31/03/18	£854	£806	£48	£0	£23,745	£372	5.5	3
31/03/17	£809	£821	£-12	£0	£23,964	£353	5.2	3
31/03/16	£775	£791	£-16	£0	£21,632	£356	5.4	3
31/03/15	£744	£826	£-83	£13	£22,326	£344	5	3
31/03/14	£825	£795	£30	£14	£21,241	£340	5.1	3
31/03/13	£749	£831	£-82	£12	£20,475	£347	5	3
31/03/12	£725	£789	£-64	£12	£18,628	£342	5.2	3
31/03/11	£766	£746	£21	£11	£18,756	£330	5.3	3
31/03/10	£716	£710	£6	£10	£18,321	£329	5.5	3
31/03/09	£751	£761	£-10	£10	£14,552	£327	5.2	3
31/03/08	£746	£691	£54	£18	£18,990	£326	5.7	3
31/03/07	£688	£684	£4	£12	£21,178	£332	5.8	3
31/03/06	£657	£654	£3	£0	£0	£0	n/a	0
31/03/05	£642	£656	£-13	£0	£0	£0	n/a	0
31/03/04	£703	£720	£-17	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 5.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.7

Asset Split ?

Established: 43 years

www.johnmartins.org.uk

enquiries@johnmartins.org.uk

01386765440

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
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

Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

3 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

ALAN ALBERT PATRICK BOOTH Appointed: 2023

CYRIL CLAYTON SCORSE Appointed: 2021

JOHN HYDE SMITH OBE Appointed: 2020

JOHN WILSON Appointed: 2023

JANET ELLIS OSBORNE Appointed: 2018

JULIE WESTLAKE (Chair) Appointed: 2019

MARION WINIFRED MARY GRIFFITHS Appointed: 2023

SHERRADEN ADELLE MURPHY Appointed: 2021

VALERIE BUTLER Appointed: 2022

PHILIP WILLIAM AIRDRIE Appointed: 2018, Other trusteeships: GIBBS, JOSEPH WRIGHT'S CHARITY, EVESHAM VALE WELCOMES REFUGEES,

REV MARK BINNEY Appointed: 2008, Other trusteeships: EVESHAM RELIEF IN NEED CHARITY, GREAT AND LITTLE HAMPTON EDUCATIONAL CHARITY,

STUART ALLERTON Appointed: 2022, Other trusteeship: EVESHAM METHODIST CHURCH,

Legal constitution

Charity registered in England & Wales on 17/03/1981, number: 527473

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

16 QUEENS ROAD
EVESHAM
WORCESTERSHIRE
WR11 4JN

Objectives

1. TO RELIEVE EITHER GENERALLY OF INDIVIDUALLY PERSONS AND ORGANISATIONS RESIDENT IN THE BENEFICIAL AREA WHO ARE IN CONDITIONS OF NEED, HARDSHIP AND DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP AND DISTRESS OF SUCH PERSONS AND ORGANISATIONS 2. TO PROMOTE EDUCATION IN ONE OR BOTH OF THE FOLLOWING WAYS: (A) TO PROVIDE FOR ANY SCHOOL IN THE BENEFICIAL AREA SUCH SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE L. E. A AS MAY FROM TIME TO TIME BE AGREED BETWEEN THE TRUSTEES AND THE GOVERNORS OF THE SCHOOL CONCERNED. (B) TO PROMOTE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING OF PERSONS WHO ARE OR WHO HAVE A PARENT RESIDENT IN THE BENEFICIAL AREA AND WHO ARE IN NEED OF FINANCIAL ASSISTANCE IN ONE OR BOTH OF THE WAYS LISTED INCL 27(B) OF THE SCHEME DATED 28. 2. 89. 3. TO FURTHER THE RELIGIOUS AND EDUCATIONAL WORK OF THE CHURCH OF ENGLAND IN THE SAID ECCLESIASTICAL PARISHES OF GREAT AND LITTLE HAMPTON, ST. ANDREW BENGEWORTH, ST. PETER AND THE TOWN OF EVESHAM. (FOR FURTHER DETAILS SEE SCHEME)

Defined Area of Benefit:

FOR DETAILS SEE OBJECTS

Data Sources