JAMES BALLANTYNE MEMORIAL FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 9 May 2016
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £0
Latest expenditure: £40,107
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 1 Little Hidden Farm Cottage, Wantage Road, Newtown, HUNGERFORD, RG17 0PN

Website recorded by the regulator: http://www.jb-mf.com/ (displayed as text)

02 Activities

What the charity does

To advance education in the study and practice of engineering among young people by making grants to provide information and advice, and promote the status of engineering to young people, who wish to study or work in engineering and by promoting studies in mathematics, the sciences and technology (STEM),

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: 5 February 2026
Total Gross Income: £0
Total Gross Expenditure: £40,107

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
Total Gross Income: £1,628
Total Gross Expenditure: £23,240

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: £500,335
Total Gross Expenditure: £5,320

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 February 2023
Total Gross Income: £1,044
Total Gross Expenditure: £0

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: 1 February 2022
Total Gross Income: £1,354
Total Gross Expenditure: £1,850

04 Official extract

Charity Annual Return Parta

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: £500,335
Total Gross Expenditure: £5,320
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: 7

05 Official extract

Charity Annual Return Partb

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
Income Donations And Legacies: 500335
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 500335
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £5,320
Expenditure Other: 0
Expenditure Total: 5320
Expenditure Investment Management: 0
Expenditure Grants Institution: 3400
Expenditure Governance: 1920
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £508,796
Assets Total Liabilities: £1,920
Assets Current Investment: 0
Assets Total Assets And Liabilities: £506,876
Creditors One Year Total Current: 1920
Creditors Falling Due After One Year: 0
Assets Cash: £508,796
Funds Endowment: 0
Funds Unrestricted: 506876
Funds Restricted: 0
Funds Total: 506876
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

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

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

08 Official extract

Charity Event History

Charity Name: JAMES BALLANTYNE MEMORIAL FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2016-05-09T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 03 MAY 2016
Charitable Objects: TO ADVANCE EDUCATION IN THE STUDY AND PRACTICE OF ENGINEERING AMONG YOUNG PEOPLE (WITH PREFERENCE BEING GIVEN TO THOSE LIVING IN BERKSHIRE AND WILTSHIRE) BY MAKING GRANTS TO:PROVIDE INFORMATION AND ADVICE, AND PROMOTE THE STATUS OF ENGINEERING, TO YOUNG PEOPLE, WHO WISH TO STUDY OR WORK IN ENGINEERING AND BY;PROMOTING STUDIES IN MATHEMATICS, THE SCIENCES AND TECHNOLOGY, (STEM).

10 Official extract

Charity Other Names

Charity Name Id: 571574
Charity Name Type: Working name
Charity Name: JBMF

11 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Volunteer management

Policy Name: Paying staff

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Investment