THE J G HOGG CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net loss of £316,919 for the year ended 5 April 2025, primarily due to investment losses, despite total income of £625,119. Per the trustees' report, free reserves stood at a surplus of £98,254, and the trustees expressed satisfaction with the financial position, confirming sufficient assets are available to fulfil obligations.
What the accounts disclose
“It is therefore the view of the Trustees that the Charity does not need to hold any additional money in reserve.” — page 5
“The balance £39,605 (2024: £39,605) represents the net amount which is due from Sarah Jane Houldsworth as 5 April 2025. Other than the fees noted above, the trustee, Sarah Jane Houldsworth, was reimbursed £210 (2024: £nil) for travel expenses.” — page 17
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- JOANNA TURVEY
- SARAH JANE HOULDSWORTH
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £681k | £697k |
| 05/04/2024 | £71k | £100k |
| 05/04/2023 | £90k | £450k |
| 05/04/2022 | £13k | £102k |
| 05/04/2021 | £13k | £110k |
Common questions
Is THE J G HOGG CHARITABLE TRUST financially healthy?
The accounts state that the charity reported a net loss of £316,919 for the year ended 5 April 2025, primarily due to investment losses, despite total income of £625,119. Per the trustees' report, free reserves stood at a surplus of £98,254, and the trustees expressed satisfaction with the financial position, confirming sufficient assets are available to fulfil obligations. Its FY2025 accounts were audited by Blue Spire Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST | 1 | £62k |
| RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES | 1 | £100 |