THE JAMES CHARITIES

Registered charity 217047 · accounts filings on the Charity Commission register

PROVISION OF SHELTERED ACCOMMODATION FOR THE NEEDY ELDERLY

Objects

THE PROVISION AND MAINTENANCE OF ALMSHOUSES AND ASSOCIATED SERVICES AND FACILITIESFOR THE PUBLIC BENEFIT FOR THOSE IN NEED WHO ARE AGED 55 YEARS OR OVER IN PARTICULAR BUTNOT LIMITED TO THOSE WHO HAVE RESIDED FOR NOT LESS THAN ONE YEAR IN THE CITY OFBIRMINGHAM.”

Area of benefit: THE CITY OF BIRMINGHAM

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Prevention Or Relief Of Poverty · Accommodation/housing · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a total surplus of £22,230 for the year ended 31 December 2025, following a significant increase in income to £519,319 driven by a new development project. Per the trustees' report, the charity holds unrestricted funds of £473,424 and has a stated reserves policy target of maintaining free reserves of £75,000 to cover at least six months of expenditure without income.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Homes England. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment 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
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Trustee conflicts of interest policy and procedures

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~8.0 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Other (50% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.1% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• The James Charities Trustee Limited

Trustee list from the Charity Commission register (current, not historical).

Operates in: Birmingham City

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE JAMES LLOYD ALMSHOUSES.

• THE JAMES LLOYD ALMSHOUSES income £233k
• THE ABBEYFIELD GREAT MISSENDEN AND DISTRICT SOCIETY income £355k
• Beaconwild Ltd income £2.2m
• NEW PRODUCERS FOR SUSTAINABLE ENERGY income £275k
• ST JAMES' CENTRE (DERBY) income £1.2m
• THE SUSAN AND STEPHEN JAMES CHARITABLE SETTLEMENT income £182k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.