HANNAH VIVIENNE DELMA JAMES DECEASED CHARITABLE TRUST
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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.”
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.