JOHNSON CHARITABLE TRUST
Financial health, per its FY2023 accounts
The accounts state that the charity reported a net loss of £89,492 for the year ended 5 April 2023, primarily driven by net unrealised losses from investments of £132,371. Despite this loss, total net assets remained substantial at £2,047,207, with free reserves of £516,885 significantly exceeding the trustees' policy target of £12,061 to £24,122. The trustees and auditors confirm that the charity has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“The Trustees have established a policy whereby the unrestricted funds which the trust holds and which are not committed ("free reserves") should be between three and six months of the resources expended, which equates to f12,061 to f24, 122.” — page 5
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- DANIELLE BURLINSON
- Elizabeth Ann Wade
- Helen Wood
- Liam Vogel
- Timothy James Morris
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £1.1m | £73k |
| 05/04/2024 | £104k | £65k |
| 05/04/2023 | £91k | £48k |
| 05/04/2022 | £78k | £47k |
| 05/04/2021 | £54k | £47k |
Common questions
Is JOHNSON CHARITABLE TRUST financially healthy?
The accounts state that the charity reported a net loss of £89,492 for the year ended 5 April 2023, primarily driven by net unrealised losses from investments of £132,371. Despite this loss, total net assets remained substantial at £2,047,207, with free reserves of £516,885 significantly exceeding the trustees' policy target of £12,061 to £24,122. The trustees and auditors confirm that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2023 accounts were audited by BWM Chartered Accountants.