ELIZABETH JANE JONES
Providing almshouse accommodation for the poor and needy.
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
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 JAMES CHARITIES
- THE JONES 1986 CHARITABLE TRUST
- MANNING AND ANDERDON ALMSHOUSES
- JANE CAMERON'S OLD PEOPLE'S CHARITY
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 | £713k | — | 0 | above | — | no doubt |
| THE JAMES CHARITIES | £519k | — | 0 | unclear | — | no doubt |
| THE JONES 1986 CHARITABLE TRUST | £1.6m | — | 0 | above | — | no doubt |
| MANNING AND ANDERDON ALMSHOUSES | £109k | — | 0 | unclear | — | no doubt |