HANNAH VIVIENNE DELMA JAMES DECEASED CHARITABLE TRUST
Trustees Do Not accept any unsolicited applications
Objects
THE COMPANY SHALL HOLD THE REMAINDER OF MY ESTATE SUBJECT TO THE PAYMENT OFMY DEBTS FUNERAL AND TESTAMENTARY EXPENSES (REFERRED TO LATER IN MY WILL AS 'MYRESIDUARY ESTATE') UPON TRUST TO RETAIN OR SELL IT AND TO HOLD THE SAME UPON TRUST TOPAY THE INCOME THEREFROM IN PERPETUITY TO THE FOLLOWING CHARITABLE INSTITUTIONS:-(A) THE MULTIPLE SCLEROSIS SOCIETY OF 372 EDGWARE ROAD LONDON NW2 6ND(REGISTERED CHARITY NUMBER 207495) ABSOLUTELY(B) THE LEUKAEMIA RESEARCH FUND OF 11 THORPEWOOD AVENUE LONDON SE264BU (REGISTERED CHARITY NUMBER 216032) ABSOLUTELY7. IN THIS MY WILL 'CHARITABLE' SHALL MEAN CHARITABLE ACCORDING TO THE LAW OF ENGLANDAND WALES AND ANY PAYMENTS SHALL BE MADE IN MEMORY OF THE LATE HANNAH VIVIENNEDELMA JAMES
Financial health, per its FY2025 accounts
The accounts state that the charity held free reserves of £18,183 and unrestricted bank balances of £23,822 at the end of the period. Per the trustees' report, the charity also holds expendable endowment investments valued at £1,703,144, which can be released to support activities. The independent examiner confirmed that no material matters came to their attention regarding the accounts.
What the accounts disclose
“No trustee received any remuneration or was reimbursed for any expenses in the year under review.”
“The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks.”
“HSBC UK Bank PLC was paid £28,326 for trust administration and investment management fees during the year under review. These fees are authorised under clause 2 of the trust deed.”
“Ludlow Trust Company (Southampton) Limited was paid £220 for trust administration during the year under review. These fees are authorised under clause 2 of the trust deed.”
“HSBC UK Bank PLC was paid £28,326 for trust administration and investment management fees during the year under review. These fees are authorised under clause 2 of the trust deed.”
“Ludlow Trust Company (Southampton) Limited was paid £220 for trust administration during the year under review. These fees are authorised under clause 2 of the trust deed.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/10/2025 | £64k | £68k |
| 05/04/2024 | £42k | £45k |
| 05/04/2023 | £31k | £49k |
| 05/04/2022 | £0 | £1 |
| 05/04/2021 | £26k | £52k |
Common questions
Is HANNAH VIVIENNE DELMA JAMES DECEASED CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity held free reserves of £18,183 and unrestricted bank balances of £23,822 at the end of the period. Per the trustees' report, the charity also holds expendable endowment investments valued at £1,703,144, which can be released to support activities. The independent examiner confirmed that no material matters came to their attention regarding the accounts. Its FY2025 accounts were independently examined.