THE STEPHENSON JAMES CHARITABLE TRUST

Registered charity 1143369 · accounts filings on the Charity Commission register

Financial health, per its FY2023 accounts

The accounts state that unrestricted cash funds increased to £48,996, while the portfolio of listed investments held a market value of £722,877. The charity reported a net movement in unrestricted cash funds of £14,068 and made charitable grants totaling £8,600. Investment managers fees were £9,048 and legal fees were £1,440.

What the accounts disclose

Trustees

• LUCY VICTORIA HILARIA MATTHEWS
• SOPHIA FRANCES JAMES

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

Operates in: Dorset · Hampshire

Income and spending

Common questions

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.

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
• THE THOMPSON FAMILY CHARITABLE TRUST income £6.3m
• THE J J CHARITABLE TRUST income £842k
• STEPHEN TAYLOR FOUNDATION income £61.1m