J V TRUST
Financial health, per its FY2025 accounts
The accounts state that the Trust holds substantial unrestricted reserves of £9,922,634, which the Trustees consider adequate to fund activities for the foreseeable future. The Trust maintains strong cash balances and a diversified investment portfolio valued at £8,864,578, generating a sustainable annual income of £332,954. The Trustees have explicitly stated that they do not consider it necessary to adopt a formal reserves policy given these substantial bank funds.
What the accounts disclose
“Payments were made to the Trustees for services provided as speakers as part of the J V Trust Week in 2023/24 but no J V Trust Week was held in 2024/25.” — page 16
Trustees
- David William Powell
- Gillian Christine Grimson
- Linda Christine Pallett
- Robert Nigel Pallett
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £344k | £209k |
| 05/04/2024 | £308k | £317k |
| 05/04/2023 | £356k | £293k |
| 05/04/2022 | £299k | £241k |
| 05/04/2021 | £258k | £170k |
Common questions
Is J V TRUST financially healthy?
The accounts state that the Trust holds substantial unrestricted reserves of £9,922,634, which the Trustees consider adequate to fund activities for the foreseeable future. The Trust maintains strong cash balances and a diversified investment portfolio valued at £8,864,578, generating a sustainable annual income of £332,954. The Trustees have explicitly stated that they do not consider it necessary to adopt a formal reserves policy given these substantial bank funds. Its FY2025 accounts were audited by Cooper Parry Group Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TERRACE LIMITED | 1 | £45k |
| C E K STERN CHARITABLE TRUST | 1 | £35k |
| SABENO LIMITED | 1 | £25k |