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CHARITY OF JONATHAN AND REBECCA EDWARDS

Registered charity 221555 · accounts filings on the Charity Commission register

provision of almshouse accomodation

Causes: Accommodation/housing · website · Get email alerts

Latest income
£88k
Latest spending
£67k
Registered
1969
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a total surplus of £15,299 for the year ended 31 March 2025, driven by investment income despite an operating loss on housing activities. Total reserves increased to £885,621, with unrestricted funds comprising the majority of this balance. The Trustees report no uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Reserves policy: £70,000 (held: £886k)
“The figure agreed for the General Fund is £70,000.”
Per its FY2025 accounts as filed with the Charity Commission.
Payments to trustees: R Horlock received £4,358 for gardening and repairs services.
“During the year, R Horlock (Trustee) was paid £4,358 for providing gardening and repairs services to the charity (2024: £1,483) and no travelling or other expenses were reimbursed to Trustees during the year (2024: none).” — page 18
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Payment to trustee R Horlock for gardening and repairs services.
“During the year, R Horlock (Trustee) was paid £4,358 for providing gardening and repairs services to the charity (2024: £1,483) and no travelling or other expenses were reimbursed to Trustees during the year (2024: none).” — page 18
Per its FY2025 accounts as filed with the Charity Commission.
Governance: Reporting Accountants identified a payment to a trustee for gardening and maintenance services as disclosed in note 6 to the accounts. This payment is in breach of the charity’s governing document.
“During the year, we identified that the charity has made payments to a trustee for gardening and maintenance services as disclosed in note 6 to the accounts. This payment is in breach of the charity’s governing document.” — page 9
Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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

Operates in: Dorset

Income and spending

Financial year endIncomeSpending
31/03/2025£88k£67k
31/03/2024£76k£30k
31/03/2023£64k£43k
31/03/2022£59k£30k
31/03/2021£61k£42k

Common questions

Is CHARITY OF JONATHAN AND REBECCA EDWARDS financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved a total surplus of £15,299 for the year ended 31 March 2025, driven by investment income despite an operating loss on housing activities. Total reserves increased to £885,621, with unrestricted funds comprising the majority of this balance. The Trustees report no uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.