J N DERBYSHIRE TRUST
The objectives of the Trust are the making of charitable donations for the promotion of health, development of physical improvement, advancement of education and the relief of poverty, distress and sickness.
Objects
GENERAL PROMOTION OF HEALTH, THE DEVELOPMENT OF PHYSICAL IMPROVEMENT, THE ADVANCEMENT OF EDUCATION, RELIEF OF POVERTY, DISTRESS OR SICKNESS. (FOR FURTHER DETAILS SEE GOVERNING INSTRUMENT).
Financial health, per its FY2025 accounts
The accounts state that total charity funds decreased by £211,575 to £5,603,610 due to a net outgoing resource of £66,874 and unrealised investment losses. The Trust does not actively fundraise, relying instead on investment income and capital growth to meet its grant-making objectives. Reserves are maintained at a level the Trustees consider sufficient to generate income for increasing grant demands.
What the accounts disclose
“The Trustees consider that the present reserves should be maintained to ensure that sufficient income is generated to meet the increasing demands of grant applications.”
Policies the charity declares
- Complaints handling
- 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
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Corporate structure
- Registered company of the charity Companies House 00389833
Company officers (Companies House)
- MERCHANT, Roger Leonard on trustee list
- WARMAN, Claire on trustee list
- CARVER, William on trustee list
- WHITTLE, Rose on trustee list
- LITTLE, Andrew Neville on trustee list
- GEORGE, Charles John on trustee list
- HANSON, Emma
Trustees
- ANDREW NEVILLE LITTLE
- CHARLES JOHN GEORGE
- Claire Warman
- Roger Leonard Merchant
- Rose Whittle
- William Carver
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £146k | £213k |
| 05/04/2024 | £148k | £208k |
| 05/04/2023 | £141k | £208k |
| 05/04/2022 | £134k | £189k |
| 05/04/2021 | £147k | £236k |
Common questions
Is J N DERBYSHIRE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total charity funds decreased by £211,575 to £5,603,610 due to a net outgoing resource of £66,874 and unrealised investment losses. The Trust does not actively fundraise, relying instead on investment income and capital growth to meet its grant-making objectives. Reserves are maintained at a level the Trustees consider sufficient to generate income for increasing grant demands. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 1 | £195k |
Charities like this
- THE DERBYSHIRE COMMUNITY HEALTH SERVICES CHARITABLE TRUST
- MRS WINGFIELD'S CHARITABLE TRUST
- THE DERBYSHIRE ENVIRONMENTAL TRUST LIMITED
- JACK LIVINGSTONE CHARITABLE TRUST
- DERBYSHIRE HISTORIC BUILDINGS TRUST
- THE NESBITT-CLELAND TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| J N DERBYSHIRE TRUST | £146k | — | 0 | unclear | — | no doubt |
| THE DERBYSHIRE COMMUNITY HEALTH SERVICES CHARITABLE TRUST | £149k | — | 0 | unclear | — | no doubt |
| MRS WINGFIELD'S CHARITABLE TRUST | £100k | — | 0 | unclear | — | no doubt |
| THE DERBYSHIRE ENVIRONMENTAL TRUST LIMITED | £1.2m | — | 0 | above | — | no doubt |
| JACK LIVINGSTONE CHARITABLE TRUST | £58k | — | 0 | unclear | — | no doubt |
| DERBYSHIRE HISTORIC BUILDINGS TRUST | £196k | — | 0 | unclear | — | no doubt |