THE STEPHENSON JAMES CHARITABLE TRUST

Registered charity 1143369 · accounts filings on the Charity Commission register

Considers grants & donations particulalry in relation to Arts/Culture/Heritage/Science

Causes: General Charitable Purposes · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Latest income

£135k

Latest spending

£141k

Registered

2011

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the trust's unrestricted cash funds decreased from £23,988 to £17,514 due to a net movement of (6,474). The trust holds significant unrestricted investment assets valued at £734,333, which experienced a recognized loss of £73,331 during the period. Charitable grants totaled £17,770, funded by investment income and asset sales.

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

What the accounts disclose

Largest income source: UK Company, Unit Trust & OBIC dividends (50% of income)

“UK Company, Unit Trust & OBIC dividends 9,024”

Per its FY2025 accounts as filed with the Charity Commission.

Discloses 2 of 6 completeness components.

Trustees · trustee networks

LUCY VICTORIA HILARIA MATTHEWS
SOPHIA FRANCES JAMES

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

Operates in: Dorset · Hampshire

Income and spending

Financial year end	Income	Spending
05/04/2025	£135k	£141k
05/04/2024	£17k	£22k
05/04/2023	£88k	£73k
05/04/2022	£17k	£19k
05/04/2021	£15k	£55k

Common questions

Is THE STEPHENSON JAMES CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the trust's unrestricted cash funds decreased from £23,988 to £17,514 due to a net movement of (6,474). The trust holds significant unrestricted investment assets valued at £734,333, which experienced a recognized loss of £73,331 during the period. Charitable grants totaled £17,770, funded by investment income and asset sales.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE JORDAN CHARITABLE FOUNDATION	1	£60k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE STEVENSON FAMILY'S CHARITABLE TRUST.

THE STEVENSON FAMILY'S CHARITABLE TRUST income £397k
THE STOCKWELL/CLIFFE CHARITABLE TRUST income £565k
C E K STERN CHARITABLE TRUST income £220k
STUDLEY COLLEGE TRUST income £158k
THE THOMPSON FAMILY CHARITABLE TRUST income £6.3m
THE J J CHARITABLE TRUST income £842k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE STEPHENSON JAMES CHARITABLE TRUST	£135k	—	unclear	—	no doubt
THE STEVENSON FAMILY'S CHARITABLE TRUST FY2025	£397k	—	unclear	—	no doubt
THE STOCKWELL/CLIFFE CHARITABLE TRUST FY2024	£565k	—	unclear	—	no doubt
C E K STERN CHARITABLE TRUST FY2025	£220k	—	unclear	—	no doubt
STUDLEY COLLEGE TRUST FY2025	£158k	—	above	—	no doubt
THE THOMPSON FAMILY CHARITABLE TRUST FY2025	£6.3m	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.