THE J P JACOBS CHARITABLE TRUST

Registered charity 263161 · accounts filings on the Charity Commission register · also known as PHILL JACOBS CHARITY 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.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Overseas Aid/famine Relief · Arts/culture/heritage/science · Get email alerts

Latest income
£51k
Latest spending
£90k
Registered
1971
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Listed investments (68% of income)
“Listed investments 45,865” — page 9
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

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

Operates in: Throughout London

Income and spending

Financial year endIncomeSpending
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.