THE J A SHONE MEMORIAL TRUST
The Trust makes grants to registered charities known to the the Trustees only.
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.
What the accounts disclose
“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
“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
Trustees
- ANTHONY WILSON SHONEchair
- EMMA JULIET CROWE
- James David Winn Stileman
- LCVS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.