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JOHN SOUTHBY AND OTHERS

Registered charity 203335 · accounts filings on the Charity Commission register

Latest income
£127k
Latest spending
£117k
Registered
1962
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves totalled £220,664 at 31 March 2025, following a net increase in funds of £52,216 for the year. The trustees' policy is not to build up income reserves, aiming instead to expend all generated income on defined objectives over any three-year period. The charity holds a significant investment portfolio valued at £2,894,966 to generate recurring income for its charitable activities.

What the accounts disclose

Reserves policy: not to build up any income reserves but, over any three-year period, to expend all income generated on the defined objectives of the funds (held: £221k)
“The trustees’ policy is not to build up any income reserves but, over any three-year period, to expend all income generated on the defined objectives of the funds.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to Buckland Memorial Hall where a trustee was treasurer
“In the year ended 31 March 2024, the Charity made a grant to the Buckland Memorial Hall of which one of the trustees was treasurer at the time of the grant. This grant was £6,000.” — page 14
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Trustees

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

Operates in: Oxfordshire

Income and spending

Financial year endIncomeSpending
31/03/2026£127k£117k
31/03/2025£126k£92k
31/03/2024£110k£83k
31/03/2023£129k£303k
31/03/2022£87k£56k

Common questions

Is JOHN SOUTHBY AND OTHERS financially healthy?

The accounts state that unrestricted reserves totalled £220,664 at 31 March 2025, following a net increase in funds of £52,216 for the year. The trustees' policy is not to build up income reserves, aiming instead to expend all generated income on defined objectives over any three-year period. The charity holds a significant investment portfolio valued at £2,894,966 to generate recurring income for its charitable activities. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BUCKLAND MONACHORUM.