THE JAMES WISE CHARITABLE TRUST

Registered charity 273853 · accounts filings on the Charity Commission register

Uses investment income to make grants to individuals and organisations falling within the charities objects - such charitable purposes as the trustees think fit.

Objects

FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES WITH THE CONSENT OF THE SETTLOR DURING HIS LIFE SHALL THINK FIT AND AFTER THE SETTLOR'S DEATH AS THE TRUSTEES IN THEIR UNCONTROLLED DISCRETION SHALL THINK FIT BUT WITH PARTICULAR REFERENCE TO THE CHARITIES SET OUT IN THE SCHEDULE TO THE TRUST DEED.

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 · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity generated a net incoming resource of £62,683 for the year ended 5 April 2025, funded by investment and rental income. The trustees confirm that systems are established to manage strategic and operational risks, and the independent examiner reported no material matters requiring attention.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 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.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Alison Jane Mouser
• Belinda Jane Sanders · trustee of 2 other charities

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

Operates in: Hampshire · Surrey

Income and spending

Common questions