THE J ISAACS CHARITABLE TRUST
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Objects
GENERAL CHARITABLE PURPOSES. (SEE GI FOR FULL DETAILS)
Financial health, per its FY2025 accounts
The accounts state that the Charity achieved a significant surplus of £6,663,645 for the year ended 31 March 2025, driven largely by net investment gains of £6,303,619. Per the trustees' report, free reserves stood at £4,717,527, which the Trustees believe provides adequate coverage for operating costs and future commitments. The auditors confirmed that the use of the going concern basis of accounting was appropriate with no material uncertainties identified.
What the accounts disclose
“The Trustees believe this provides adequate free reserves to cover operating costs and future commitments.”
“The Charity held investments with a carrying value of £2,174,960 (2024: £1,264,644) in JRJ Partner 2 LP and £7,107,969 (2024: £4,193,835) in JRJ Investor 1 LP. Sir Jeremy isaacs, CBE, one of the Charity’s Trustees, has participating interests in the limited partnerships.” — page 19
“Within the financial statements is income receivable from Sir Jeremy Isaacs, CBE for the Charity’s artwork, included following professional advice. The current year value of this within rental income is £25,000 (2024: £25,000). Sir Jeremy Isaacs, CBE also pays all insurance and security costs in relation to renting this painting.” — page 19
“The Charity held investments with a carrying value of £2,174,960 (2024: £1,264,644) in JRJ Partner 2 LP and £7,107,969 (2024: £4,193,835) in JRJ Investor 1 LP. Sir Jeremy isaacs, CBE, one of the Charity’s Trustees, has participating interests in the limited partnerships.” — page 19
“Within the financial statements is income receivable from Sir Jeremy Isaacs, CBE for the Charity’s artwork, included following professional advice. The current year value of this within rental income is £25,000 (2024: £25,000). Sir Jeremy Isaacs, CBE also pays all insurance and security costs in relation to renting this painting.” — page 19
Policies the charity declares
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 1
- Grant-making is its main activity
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Sir JEREMY ISAACS CBEchair
- Ellie Maya Zakay
- HELEN EASTICK
- JOANNE ISAACS
- Jack Louis Isaacs
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £725k | £365k |
| 31/03/2024 | £492k | £415k |
| 31/03/2023 | £425k | £953k |
| 31/03/2022 | £438k | £569k |
| 31/03/2021 | £860k | £485k |
Common questions
Is THE J ISAACS CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Charity achieved a significant surplus of £6,663,645 for the year ended 31 March 2025, driven largely by net investment gains of £6,303,619. Per the trustees' report, free reserves stood at £4,717,527, which the Trustees believe provides adequate coverage for operating costs and future commitments. The auditors confirmed that the use of the going concern basis of accounting was appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Saffery LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| J & J CHARITABLE TRUST LIMITED | 1 | £7k |
| THE LANCASHIRE FOUNDATION | 1 | £2k |
Charities like this
- THE JG CHARITABLE TRUST
- J & J CHARITABLE TRUST LIMITED
- THE JEPHCOTT CHARITABLE TRUST
- THE J AND M CHARITABLE TRUST
- THE JAGCLIF CHARITABLE TRUST
- THE JFH CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE J ISAACS CHARITABLE TRUST | £725k | — | 0 | unclear | — | no doubt |
| THE JG CHARITABLE TRUST | £173k | — | 0 | unclear | — | no doubt |
| J & J CHARITABLE TRUST LIMITED | £156k | — | 0 | unclear | — | no doubt |
| THE JEPHCOTT CHARITABLE TRUST | £2.7m | — | 0 | unclear | — | no doubt |
| THE J AND M CHARITABLE TRUST | £61k | — | 0 | above | — | no doubt |
| THE JAGCLIF CHARITABLE TRUST | £33.0m | — | — | unclear | — | no doubt |