THE J P JACOBS CHARITABLE TRUST
The forward strategy is to use the Charity's Investments to generate income which will be distributed annually amongst various charities in the fields of the Arts , Religion , Community , Health Research , Conservation and Youth
Objects
TO OR FOR THE CHARITABLE PURPOSES OF ANY ONE OR MORE TO THE EXCLUSION OF ANY OTHER OF THE CHARITIES IN SUCH SHARES AND IN SUCH MANNER IN ALL RESPECTS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased to £2,093,932 due to a net decrease in funds of £79,801, driven by investment losses and grant distributions. The trustees consider the financial position satisfactory and assets adequate to meet obligations. No specific reserves policy target is stated, though trustees believe free reserves are adequate for future donations.
What the accounts disclose
“Listed investments 45,865” — page 9
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
- Investment
- Paying staff
- Risk management
- Safeguarding vulnerable beneficiaries
- Volunteer management
Trustees
- Julia Bamber
- Matthew Swift
- Theo Elia Footman-Bamber
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £51k | £90k |
| 05/04/2024 | £57k | £182k |
| 05/04/2023 | £51k | £227k |
| 05/04/2022 | £37k | £138k |
| 05/04/2021 | £35k | £85k |
Common questions
Is THE J P JACOBS CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased to £2,093,932 due to a net decrease in funds of £79,801, driven by investment losses and grant distributions. The trustees consider the financial position satisfactory and assets adequate to meet obligations. No specific reserves policy target is stated, though trustees believe free reserves are adequate for future donations. Its FY2025 accounts were independently examined.