THE JESSIE SPENCER TRUST
Financial health, per its FY2025 accounts
The accounts state that the Trust holds unrestricted reserves of £5,114,780, comprising a capital fund of £5,137,329 and an income fund deficit of £22,549. The Trustees' reserves policy is to achieve a zero balance on the income account, a target which the current income fund deficit indicates has been met or exceeded. The charity is funded entirely by investment income and has no fundraising costs.
What the accounts disclose
“The Trustees’ reserves policy is to achieve a zero balance on the income account.” — page 4
Trustees
- DAVID WILLIAM WILDchair
- ANDREW DAVID ROSS TIPLADY
- Helen Agnes Lee
- PETER JONATHAN ELLIS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £148k | £120k |
| 05/04/2024 | £141k | £122k |
| 05/04/2023 | £140k | £145k |
| 05/04/2022 | £164k | £105k |
| 05/04/2021 | £131k | £184k |
Common questions
Is THE JESSIE SPENCER TRUST financially healthy?
The accounts state that the Trust holds unrestricted reserves of £5,114,780, comprising a capital fund of £5,137,329 and an income fund deficit of £22,549. The Trustees' reserves policy is to achieve a zero balance on the income account, a target which the current income fund deficit indicates has been met or exceeded. The charity is funded entirely by investment income and has no fundraising costs. Its FY2025 accounts were audited by Lemans.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DILLHAVEN LIMITED | 1 | £71k |
| CORAM LIFE EDUCATION | 1 | £20k |
| J & J CHARITABLE TRUST LIMITED | 1 | £17k |
| KTRUST LIMITED | 1 | £12k |