Charity Accounts Intelreading the accounts so you don’t have to

THE JOHN SUMNER TRUST (OTHERWISE KNOWN AS SIR JOHN SUMNER'S TRUST)

Registered charity 218620 · accounts filings on the Charity Commission register

The object of the Charity is especially for works and objects of health,philanthropy,public utility,education,literature,art,archeology and research(other than experiments involving animal suffering),animal welfare,armed forces charities

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Arts/culture/heritage/science · Amateur Sport · Get email alerts

Latest income
£28k
Latest spending
£37k
Registered
1963
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total net assets increased to £1,485,874, driven by an £87,503 gain on investments in the expendable endowment fund. However, the unrestricted reserves fell to £28,298, which is below the stated policy target of approximately £75,000. The charity reported no staff and no fundraising activities, with all operations managed by trustees.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £28k; policy: approximately £75,000)
“As at 25 February 2025 the Trust holds £1,485,874 in reserves, of which £28,298 are unrestricted.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Lanton Estate Partnership, a related party as three trustees are partners, paid £270 in expenses on behalf of the charity which were recharged and settled.
“Three of the Trustees are Partners in Lanton Estate Partnership. During the year, Lanton Estate Partnership paid expenses totalling £270 on behalf of the Charity, which were recharged in full and settled during the year by the charity.” — page 14
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Register events

Trustees · trustee networks

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

Operates in: Birmingham City · Buckinghamshire · Leicestershire · Newcastle Upon Tyne City · Northamptonshire · Northumberland · Oxfordshire · Shropshire · Warwickshire

Income and spending

Financial year endIncomeSpending
25/02/2025£28k£37k
25/02/2024£15k£38k
25/02/2023£44k£80k
25/02/2022£46k£66k
25/02/2021£30k£58k

Common questions

Is THE JOHN SUMNER TRUST (OTHERWISE KNOWN AS SIR JOHN SUMNER'S TRUST) financially healthy?

Per its FY2025 accounts: The accounts state that total net assets increased to £1,485,874, driven by an £87,503 gain on investments in the expendable endowment fund. However, the unrestricted reserves fell to £28,298, which is below the stated policy target of approximately £75,000. The charity reported no staff and no fundraising activities, with all operations managed by trustees. Its FY2025 accounts were independently examined.