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THE JAMES ELLIS CHARITABLE TRUST

Registered charity 1055617 · accounts filings on the Charity Commission register · also known as JAMES ELLIS CHARITABLE TRUST

Makes grants to other charitable organisations

Objects

EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit: WORLDWIDE

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 · Get email alerts

Latest income
£31k
Latest spending
£24k
Registered
1996
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that net income over expenditure for the year was £30,840.85, with total gross investment income of £30,161.22. The charity holds significant unrestricted reserves, with a charity account balance of £47,399.33 available for donation at year-end. The trustees maintain a policy of distributing between £20,000 and £25,000 annually, having donated £19,200 during the period.

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

What the accounts disclose

Largest income source: none
“Total Gross Income, per Income Summary, p.16 30,161.22 28,226.18” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: between £20,000 and £25,000 available for distribution in each financial year (held: £47k)
“The Trustees have expressed the wish to have between £20,000 and £25,000 available for distribution, as aforementioned, in each financial year.” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Cash gifted by Settlor Mr S.J. Ellis
“During the year the sum of £140,000.00 cash was gifted by Mr S.J. Ellis to the teustees and this sum was used to purchase income producing investments.”
Per its FY2025 accounts as filed with the Charity Commission.

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.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£31k£24k
31/03/2024£29k£37k
31/03/2023£25k£34k
31/03/2022£24k£34k
31/03/2021£22k£30k

Common questions

Is THE JAMES ELLIS CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that net income over expenditure for the year was £30,840.85, with total gross investment income of £30,161.22. The charity holds significant unrestricted reserves, with a charity account balance of £47,399.33 available for donation at year-end. The trustees maintain a policy of distributing between £20,000 and £25,000 annually, having donated £19,200 during the period. Its FY2025 accounts were independently examined.