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SIWARD JAMES AND ARKWRIGHT TRUST CHARITY

Registered charity 1067598 · accounts filings on the Charity Commission register · also known as SIWARD JAMES AND ARKWRIGHT, SIWARD JAMES AND ARKWRIGHT TRUST

The charity is established to provide almshouse accommodation to:1) persons who are resident or have at some time resided in the area of benefit,2) ex-service personnel, or3) aged or infirm persons who are resident or have at some time resided in the area of benefit.

Objects

SUBJECT OT THE PAYMENTS AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY FOR RELIEF IN NEED IN ACCORDANCE WITH PROVISION HEREINAFTER CONTAINED.TO RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSON RESIDENT IN THE PARISH OF BODENHAM WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. PLEASE SEE SCHEME FOR FURTHER DETAILSLLLS

Area of benefit: BODENHAM

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

Causes: Accommodation/housing · Get email alerts

Latest income
£121k
Latest spending
£96k
Registered
1998
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that the charity reported a net operating surplus of £130,997 for the year ended 31 March 2026, driven by charitable income and investment gains. Per the trustees' report, unrestricted funds totalled £1,189,774, with free reserves of £39,343, while the charity maintains significant investment assets valued at over £1 million to support future operations.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £39k; policy: about six months’ annual expenditure)
“At the year end the charity had unrestricted funds of £1,189,774 (2025: £1,060, 182) which includes free reserves of £39,343 (2025: £48,343)(excluding fixed assets, investments and long term liabilities).” — page 3
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Payment to trustee for waste disposal
“A total of £1,286 (2054: £2,412) was paid to Mr T V James-Moore, one of the Trustees, being a commercial transaction for disposal of garden and site waste. No amounts were outstanding at the year end.” — page 18
Per its FY2026 accounts as filed with the Charity Commission.

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

In its annual return the charity told the Commission it is also regulated by: Homes England. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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: Herefordshire · Worcestershire

Income and spending

Financial year endIncomeSpending
31/03/2026£121k£96k
31/03/2025£114k£171k
31/03/2024£114k£79k
31/03/2023£107k£70k
31/03/2022£70k£80k

Common questions

Is SIWARD JAMES AND ARKWRIGHT TRUST CHARITY financially healthy?

Per its FY2026 accounts: The accounts state that the charity reported a net operating surplus of £130,997 for the year ended 31 March 2026, driven by charitable income and investment gains. Per the trustees' report, unrestricted funds totalled £1,189,774, with free reserves of £39,343, while the charity maintains significant investment assets valued at over £1 million to support future operations. Its FY2026 accounts were independently examined.