ST. JAMES TRUST
Latest income
£622k
Latest spending
£617k
Registered
1962
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that the Trust holds a permanent endowment fund valued at £1,655,335.15 as of 31 March 2025, derived from investments and a recent land sale. The trustees report that the Trust is in a strong financial position and has sufficient funds to manage investment risks and meet future grant obligations.
What the accounts disclose
Reserves policy: a fund in our Santander Account in case of any emergency... enough within our investments to ride out current investment drops (held: £1.7m)
“The Trust holds a fund in our Santander Account in case of any emergency which may arise during the year. We hold enough within our investments to ride out current investment drops due to government policies or banking sector scares on the stock exchange.” — page 2
Per its FY2025 accounts as filed with the Charity Commission.
Structured financials (annual return, FY ending 31/03/2025)
Total income
£622k
Total spending
£617k
Reserves (reported)
£0
Employees
0
Trustees
- Richard Jonathan Westwoodchair
- Clair Matthews
- DAVID CHARLES CAVILL
- Dilys Beckett
- Rev Jacob Eggertsen
- Stewart martin Palmen
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £622k | £617k |
| 31/03/2024 | £42k | £35k |
| 31/03/2023 | £34k | £35k |
| 31/03/2022 | £33k | £39k |
| 31/03/2021 | £37k | £26k |
Common questions
Is ST. JAMES TRUST financially healthy?
The accounts state that the Trust holds a permanent endowment fund valued at £1,655,335.15 as of 31 March 2025, derived from investments and a recent land sale. The trustees report that the Trust is in a strong financial position and has sufficient funds to manage investment risks and meet future grant obligations. Its FY2025 accounts were independently examined.