THE EDWARD JAMES FOUNDATION LIMITED
Financial health, per its FY2025 accounts
The accounts state that the charity recorded a net expenditure of £4.169m, marking its sixth consecutive deficit since the pandemic, which the trustees describe as unsustainable in the medium to long term. To address this, a Financial Recovery Plan has been endorsed with the aim of achieving at least a break-even position by 2028/29, while the charity continues to utilize its significant asset strength and investment reserves to absorb the operating losses. General unrestricted reserves have deteriorated to £4.43m, falling below the stated policy target of £9.62m.
What the accounts disclose
“The Reserves Policy of the Foundation is to hold as a general unrestricted reserve an amount equivalent to not less than 6 months’ expenditure (equivalent to a minimum of £9.62m as at 30 September 2025)”
Structured financials (annual return, FY ending 30/09/2025)
Trustees
- PROFESSOR PAUL O'PREY PHDchair
- Caroline Winifred Griffith
- Dr Ghazwa Alwani-Starr
- Francis Plowden
- Kevin Graham Edgeley
- MARTIN WILLIAM ASHLEY
- Naomi Davenport
- Richard Ewbank
- Yen-Yen Teh
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £15.1m | £19.2m |
| 30/09/2024 | £13.9m | £18.3m |
| 30/09/2023 | £14.4m | £17.6m |
| 30/09/2022 | £13.3m | £16.2m |
| 30/09/2021 | £8.0m | £10.3m |
Common questions
Is THE EDWARD JAMES FOUNDATION LIMITED financially healthy?
The accounts state that the charity recorded a net expenditure of £4.169m, marking its sixth consecutive deficit since the pandemic, which the trustees describe as unsustainable in the medium to long term. To address this, a Financial Recovery Plan has been endorsed with the aim of achieving at least a break-even position by 2028/29, while the charity continues to utilize its significant asset strength and investment reserves to absorb the operating losses. General unrestricted reserves have deteriorated to £4.43m, falling below the stated policy target of £9.62m. Its FY2025 accounts were audited by Moore Kingston Smith LLP.