J O CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 13 March 1986
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £195,435
Latest expenditure: £198,272
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 72 WINDERMERE STREET, GATESHEAD, NE8

02 Activities

What the charity does

General charitable activities

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 3 February 2026
Date Accounts Received: 3 February 2026
Total Gross Income: £195,435
Total Gross Expenditure: £198,272

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 4 February 2025
Date Accounts Received: 4 February 2025
Total Gross Income: £206,795
Total Gross Expenditure: £211,352

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 5 February 2024
Date Accounts Received: 5 February 2024
Total Gross Income: £243,502
Total Gross Expenditure: £250,427

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 3 May 2023
Date Accounts Received: 3 May 2023
Total Gross Income: £930,022
Total Gross Expenditure: £239,788

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 24 June 2022
Date Accounts Received: 24 June 2022
Total Gross Income: £293,949
Total Gross Expenditure: £217,331

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 3 February 2026
Total Gross Income: £195,435
Total Gross Expenditure: £198,272
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 4 February 2025
Total Gross Income: £206,795
Total Gross Expenditure: £211,352
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 5 February 2024
Total Gross Income: £243,502
Total Gross Expenditure: £250,427
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 3 May 2023
Total Gross Income: £930,022
Total Gross Expenditure: £239,788
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 24 June 2022
Total Gross Income: £293,949
Total Gross Expenditure: £217,331
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 3 May 2023
Income Donations And Legacies: 729700
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 200322
Income Other: 0
Income Total Income And Endowments: 930022
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £40,600
Expenditure Charitable Expenditure: £199,188
Expenditure Other: 0
Expenditure Total: 239788
Expenditure Investment Management: 40600
Expenditure Grants Institution: 194160
Expenditure Governance: 3300
Expenditure Support Costs: 5028
Expenditure Depreciation: 0
Gain Loss Investment: 274561
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,157,337
Assets Total Fixed: 3134070
Assets Own Use: 3134070
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £47,380
Assets Total Liabilities: £24,113
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,157,337
Creditors One Year Total Current: 24113
Creditors Falling Due After One Year: 0
Assets Cash: £30,458
Funds Endowment: 0
Funds Unrestricted: 3157337
Funds Restricted: 0
Funds Total: 3157337
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Gateshead
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Tyne And Wear
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Israel
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Asia
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

08 Official extract

Charity Event History

Charity Name: J O CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1986-03-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED NOVEMBER 1985
Charitable Objects: GENERAL CHARITABLE PURPOSES WITH APPLICATION OF CAPITAL SUBJECT TO RESTRICTIONS DURING FIRST 50 YEARS FROM THE DATE OF THE DEED (SEE CLAUSES 3(1) AND (2) FOR DETAILS).
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal charity financial controls policy and procedures