Finance Score: 2

Governance Score: -1

Support Score: 0

Strong growth: +2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: 1

THE ALBERT JONES CHARITABLE TRUST

Trustees receive rental income from the Charity's property

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently
There have been no material income shortfalls in recent 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

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		£22	£6	£15	n/a	n/a	n/a	n/a	n/a
05/04/22		£13	£9	£4	n/a	n/a	n/a	n/a	n/a
05/04/21		£12	£3	£9	n/a	n/a	n/a	n/a	n/a
05/04/20		£18	£6	£11	n/a	n/a	n/a	n/a	n/a
05/04/19		£17	£5	£12	n/a	n/a	n/a	n/a	n/a
05/04/18		£17	£4	£13	£0	£0	£0	n/a	0
05/04/17		£13	£3	£9	£0	£0	£0	n/a	0
05/04/16		£13	£3	£10	£0	£0	£0	n/a	0
05/04/15		£13	£3	£10	£0	£0	£0	n/a	0
05/04/14		£14	£7	£6	£0	£0	£0	n/a	0
05/04/13		£11	£3	£8	£0	£0	£0	n/a	0
05/04/12		£11	£3	£8	£0	£0	£0	n/a	0
05/04/11		£11	£3	£8	£0	£0	£0	n/a	0
05/04/10	*	£11	£3	£8	£0	£0	£0	n/a	0
05/04/09		£10	£1	£9	£0	£0	£0	n/a	0
05/04/08	*	£10	£3	£7	£0	£0	£0	n/a	0
05/04/07	*	£9	£14	£-4	£0	£0	£0	n/a	0
05/04/06	*	£10	£4	£6	£0	£0	£0	n/a	0
05/04/05	*	£9	£18	£-9	£0	£0	£0	n/a	0
05/04/04		£9	£16	£-8	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 34 years

admin@rickardluckin.co.uk

01702347771

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Essex,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

JAMIE ALEX NICE Appointed: 2017

WILLIAM JOHN GOULD

JOHN ADRIAN GRIMES, Other trusteeship: THE SOUTHEND-ON-SEA TALKING NEWSPAPER,

Legal constitution

Charity registered in England & Wales on 09/03/1990, number: 803044

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures

Filing Record

20 returns made; AR10: 4 days late, AR08: 34 days late, AR07: 53 days late, AR06: 25 days late, AR05: 20 days late,

Main office

Rickard Luckin Limited
1st Floor
19 Clifftown Road
Southend on Sea
Essex
SS1 1AB

Objectives

UPON TRUST TO PAY OR APPLY THE INCOME OF THE TRUST FUND AND ALSO SO MUCH OF THE CAPITAL (IF ANY) AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME TO OR FOR THE BENEFIT OF ALL OR ANY ONE OR MORE TO THE EXCLUSION OF THE OTHERS OR OTHER OF THE BODIES ASSOCIATIONS COMPANIES AND ORGANISATIONS WHOSE NAMES ARE SET OUT IN THE SECOND SCHEDULE TO THE TRUST DEED IN SUCH SHARES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

CANVEY ISLAND

Data Sources