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

THE J L YEARSLEY FAMILY FOUNDATION

Registered charity 1111517 · accounts filings on the Charity Commission register · also known as THE J L YEARSLEY CHARITABLE TRUST

The Objective of the Trust is to provide monies towards local charities,sports activities and general worthy causes. ( Local being defined as Rochdale and surrounding Borough )

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Amateur Sport · Get email alerts

Latest income
£49k
Latest spending
£35k
Registered
2005
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £2,565,196, which the trustees consider acceptable and consistent with their policy of maintaining real capital value. The charity reported a net decrease in funds of £13,808 due to an unrealised investment loss, though it remains solvent with adequate resources for the foreseeable future.

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

What the accounts disclose

Largest income source: Investments (55% of income)
“dividends received on listed investments of £26,865” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: maintain the real capital value of those investments over the medium term (held: £2.6m)
“The current intention is to maintain the real capital value of those investments over the medium term and increase it through further donations received, to enable the objectives of the charity to be funded out of the returns on those investments for many years.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Amount owed to subsidiary company where trustees are directors.
“At 31 March 2025 there was an amount of £189,728 (2024: £192,909) outstanding to Belfield Hall Developments Ltd., a subsidiary company in which the trustees of the charity are directors.” — page 15
Per its FY2025 accounts as filed with the Charity Commission.

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

Structured financials (annual return, FY ending 31/03/2023)

Total income
£776k
Total spending
£19k
Reserves (reported)
£2.3m
Employees
0

Per its annual return, largest income source: Donations and legacies (96% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income.

Trustees · trustee networks

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

Operates in: Bury · Rochdale

Income and spending

Financial year endIncomeSpending
31/03/2025£49k£35k
31/03/2024£82k£64k
31/03/2023£776k£19k
31/03/2022£23k£37k
31/03/2021£514k£14k

Common questions

Is THE J L YEARSLEY FAMILY FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £2,565,196, which the trustees consider acceptable and consistent with their policy of maintaining real capital value. The charity reported a net decrease in funds of £13,808 due to an unrealised investment loss, though it remains solvent with adequate resources for the foreseeable future. Its FY2025 accounts were independently examined.