THE J ISAACS CHARITABLE TRUST

Registered charity 1059865 · accounts filings on the Charity Commission register · also known as J I CHARITABLE TRUST

Latest income
£725k
Latest spending
£365k
Registered
1996
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity reported a net loss of £228,584 for the year ended 31 March 2023, driven by charitable expenditure exceeding income. However, the charity holds substantial unrestricted net assets of £14,902,356 and maintains free reserves of £8,404,092, which the Trustees consider adequate to cover operating costs and future commitments.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
While not at their target level the Trustees believe this provides adequate free reserves to cover operating costs and future commitments. — page 6
Per its FY2023 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£7.0m
Total spending
£365k
Cost of raising funds
£60k
Reserves (reported)
£4.7m
Employees
0

Reported reserves equal ~155.0 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Trustees

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£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?

The accounts state that the charity reported a net loss of £228,584 for the year ended 31 March 2023, driven by charitable expenditure exceeding income. However, the charity holds substantial unrestricted net assets of £14,902,356 and maintains free reserves of £8,404,092, which the Trustees consider adequate to cover operating costs and future commitments. Its FY2023 accounts were audited by Saffery LLP.

Funders of similar charities

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Semantically similar by activities and financial character, from our analysed corpus. Compare with JAC TRUST.