THE J A R CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves decreased by £157,801 to £5,585,333, driven by a net loss on investment assets of £169,355 which outweighed incoming resources of £11,554. The charity holds no restricted or endowment funds, and its income is derived solely from its investment portfolio with no fundraising activities. The trustees report that the charity will continue in operation, with principal risks related to investment performance mitigated by expert management.
What the accounts disclose
“The charity supports a number of charities on a regular basis, most of which are known personally to one or more of the Trustees.”
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £128k | £116k |
| 05/04/2024 | £113k | £110k |
| 05/04/2023 | £120k | £105k |
| 05/04/2022 | £118k | £104k |
| 05/04/2021 | £97k | £111k |
Common questions
Is THE J A R CHARITABLE TRUST financially healthy?
The accounts state that unrestricted reserves decreased by £157,801 to £5,585,333, driven by a net loss on investment assets of £169,355 which outweighed incoming resources of £11,554. The charity holds no restricted or endowment funds, and its income is derived solely from its investment portfolio with no fundraising activities. The trustees report that the charity will continue in operation, with principal risks related to investment performance mitigated by expert management. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CHELSEA ACADEMY FOUNDATION | 1 | £70k |