ELIZABETH JANE JONES
Providing almshouse accommodation for the poor and needy.
Objects
THE PROVISION OF HOUSING FOR PERSONS WHO ARE IN NEED, HARDSHIP OR DISTRESS AND SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net incoming resource surplus of £168,699 for the year ended 31 March 2025, with total funds increasing to £16,939,631. The trustees confirm that unrestricted reserves represent marginally more than a typical year's expenditure on charitable activities, indicating adequate liquidity for ongoing operations.
What the accounts disclose
“These unrestricted reserves represent marginally more than a typical year's expenditure on charitable activities.”
“Included in Other Debtors was a loan of £168,396 (2024 - £272,991) made to a charity with the same Corporate Trustee. Interest of £4,905 has been charged at a rate of 3% on the outstanding balance (2024 - £nil). The loan is considered as repayable on demand.” — page 21
“Transactions took place during the year with another charity with the same Corporate Trustee. Purchases were made of £32,268 (2024 - £nil). At the year end there no outstanding balances due to or from this charity.” — page 21
“Included in Other Debtors was a loan of £168,396 (2024 - £272,991) made to a charity with the same Corporate Trustee. Interest of £4,905 has been charged at a rate of 3% on the outstanding balance (2024 - £nil). The loan is considered as repayable on demand.” — page 21
“Transactions took place during the year with another charity with the same Corporate Trustee. Purchases were made of £32,268 (2024 - £nil). At the year end there no outstanding balances due to or from this charity.” — page 21
“A full actuarial valuation for the scheme was carried out at 30 September 2019. This valuation showed assets of £79.0m, liabilities of £93.90m and a deficit of £14.90m.” — page 21
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Elizabeth Jane Jones Trustee Limited
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £738k | £569k |
| 31/03/2024 | £674k | £614k |
| 31/03/2023 | £609k | £578k |
| 31/03/2022 | £594k | £537k |
| 31/03/2021 | £587k | £440k |
Common questions
Is ELIZABETH JANE JONES financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net incoming resource surplus of £168,699 for the year ended 31 March 2025, with total funds increasing to £16,939,631. The trustees confirm that unrestricted reserves represent marginally more than a typical year's expenditure on charitable activities, indicating adequate liquidity for ongoing operations. Its FY2025 accounts were audited by CG LEE Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE EDWARD CADBURY CHARITABLE TRUST | 1 | £10k |
Charities like this
- THE JAMES LLOYD ALMSHOUSES
- PROJECT 34
- THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT
- THE JAMES CHARITIES
- THE JONES 1986 CHARITABLE TRUST
- MANNING AND ANDERDON ALMSHOUSES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ELIZABETH JANE JONES | £738k | — | — | above | — | no doubt |
| THE JAMES LLOYD ALMSHOUSES | £233k | — | 0 | above | — | no doubt |
| PROJECT 34 | £723k | — | 0 | above | — | no doubt |
| THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT | £103k | — | 0 | above | — | no doubt |
| THE JAMES CHARITIES | £519k | — | 0 | unclear | — | no doubt |
| THE JONES 1986 CHARITABLE TRUST | £1.6m | — | 0 | above | — | no doubt |