THE JAMES BEATTIE CHARITABLE TRUST

Registered charity 265654 · accounts filings on the Charity Commission register · also known as THE PERTON CHARITABLE TRUST

General charitable donations primarily in the Wolverhampton area.

Objects

The relief and assistance of people in need within the Wolverhampton area, and the furthering of their opportunities, by providing grants and donations to organisations that support them.

Area of benefit: IN PRACTICE LARGELY WOLVERHAMPTON AREA

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased from £4,216,925 to £3,812,047 due to a net expenditure of £404,878, driven by a significant unrealised loss on investments. The charity maintains a general reserve to generate investment income and capital growth, with no stated reserves policy target or specific reserves policy mentioned. The independent examiner confirmed that no material matters came to their attention regarding the accounts.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Investing charity funds policy and procedures
• Investment
• Safeguarding policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• JANE VICTORIA REDSHAW
• KENNETH CHARLES DOLMAN
• MICHAEL CHARLES BOYCE
• Mark Antony Underwood
• Michael Redshaw
• SUSANNAH NORBURY
• Simon Richard Archer

Trustee list from the Charity Commission register (current, not historical).

Operates in: Wolverhampton

Income and spending

Common questions