Charity Accounts Intelreading the accounts so you don’t have to

THE ELIZABETH JACKSON CHARITABLE TRUST

Registered charity 1083421 · accounts filings on the Charity Commission register

Charitable requests from the area where Miss Jackson lived, Barston Warwickshire and Great Rollright Oxfordshire, are given special consideration as are requests which relate to her known preferences particularly countryside pursuits.

Objects

FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY 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
£45k
Latest spending
£72k
Registered
2000
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased from £1,139,160 to £1,125,222 due to net expenditure exceeding investment income. The charity's reserves policy is to preserve capital for generating income, with no specific monetary target stated. The independent examiner confirmed that no material matters came to attention during the examination.

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

What the accounts disclose

Largest income source: Investment income (100% of income)
“Income is derived from investrnents only; there is no trading activity.” — page 9
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: preserve capital for the purpose of generating income from which grants are made (held: £1.1m)
“The Charity's policy is to preserve capital for the purpose of generating income from which grants are made” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loan to trustee's personal company
“Included in Other Debtors is an amount of £18,000 (2024: £24,000) which was loaned to one of the Trustees’ personal companies.” — page 12
“During the year consuttancy of £6,000 was charged to the Charity by one of the Trustees.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Consultancy fees charged by trustee
“Included in Other Debtors is an amount of £18,000 (2024: £24,000) which was loaned to one of the Trustees’ personal companies.” — page 12
“During the year consuttancy of £6,000 was charged to the Charity by one of the Trustees.” — page 12
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
05/04/2025£45k£72k
05/04/2024£49k£107k
05/04/2023£47k£25k
05/04/2022£60k£19k
05/04/2021£42k£47k

Common questions

Is THE ELIZABETH JACKSON CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased from £1,139,160 to £1,125,222 due to net expenditure exceeding investment income. The charity's reserves policy is to preserve capital for generating income, with no specific monetary target stated. The independent examiner confirmed that no material matters came to attention during the examination. Its FY2025 accounts were independently examined.