ST. JAMES TRUST
Helping people in need, hardship or distress in Trowbridge & the surrounding villages.
Objects
TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE TOWN OF TROWBRIDGE WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES, OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS.
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
“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
Policies the charity declares
- Conflicting interests
- Investment
- Safeguarding vulnerable beneficiaries
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 10/02/2024, 10 days after the 31/01/2024 due date).
Structured financials (annual return, FY ending 31/03/2025)
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?
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. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ALLEN LANE FOUNDATION | 1 | £3k |
Charities like this
- ST JAMES MAR THOMA CHURCH-UK
- JRM TRUST
- THE TWO ST JAMES TRUST
- JOHN JAMES CHARITABLE TRUST
- THE ST JAMES THE LESS LITCHFIELD COMMUNITY TRUST
- THE STEPHENSON JAMES CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ST. JAMES TRUST | £622k | — | 0 | unclear | — | no doubt |
| ST JAMES MAR THOMA CHURCH-UK | £338k | — | 0 | unclear | — | no doubt |
| JRM TRUST | £50k | — | 0 | unclear | — | no doubt |
| THE TWO ST JAMES TRUST | £84k | — | 0 | above | — | no doubt |
| JOHN JAMES CHARITABLE TRUST | £344k | — | 0 | unclear | — | no doubt |
| THE ST JAMES THE LESS LITCHFIELD COMMUNITY TRUST | £46k | — | 0 | above | — | no doubt |