THE J A SHONE MEMORIAL TRUST

Registered charity 270104 · accounts filings on the Charity Commission register · also known as JAS MEMORIAL TRUST

The Trust makes grants to registered charities known to the the Trustees only.

Causes: General Charitable Purposes · Get email alerts

Latest income
£57k
Latest spending
£57k
Registered
1975
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that unrestricted reserves stood at £1,010,449, with a reserves policy focused on balancing current and future beneficiary needs without a specific monetary target. The charity reported a net expenditure of £182 against investment income of £56,963, funded by grants of £55,000. The trustees confirmed adequate reserves for going concern purposes.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: managing the reserves to balance the needs of current and future beneficiaries (held: £1.0m)
“The Trustees are managing the reserves to balance the needs of current and future beneficiaries. It is not anticipated that the needs of beneficiaries will diminish over time.” — page 2
Per its FY2026 accounts as filed with the Charity Commission.
Trading subsidiary: W.O & J Wilson Limited
“The remaining 20.3% (2025: 21.5%) of fixed asset investments comprises 2,050 shares in W.O & J Wilson Limited a private limited company.” — page 13
Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2026£57k£57k
05/04/2025£61k£61k
05/04/2024£45k£41k
05/04/2023£41k£54k
05/04/2022£49k£45k

Common questions

Is THE J A SHONE MEMORIAL TRUST financially healthy?

Per its FY2026 accounts: The accounts state that unrestricted reserves stood at £1,010,449, with a reserves policy focused on balancing current and future beneficiary needs without a specific monetary target. The charity reported a net expenditure of £182 against investment income of £56,963, funded by grants of £55,000. The trustees confirmed adequate reserves for going concern purposes. Its FY2026 accounts were independently examined.