THE RUTH AND LIONEL JACOBSON CHARITABLE TRUST (SECOND FUND) NO 2
To assist in the relief of poverty and sickness, provide for education and advancement of knowledge for all ages together with the provision of monies for the advancement of medical research making grants to appropriate institutions.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted free reserves of £1,647,988, which the trustees aim to maintain at the present balance level. The charity is reliant on investment income, which totaled £69,733, to fund its charitable grants and operations. The trustees have confirmed adequate resources for the foreseeable future, with no material uncertainties identified regarding going concern.
What the accounts disclose
“The trustees aim to maintain free reserves in unrestricted funds at a level that equates to the present balance” — page 4
Trustees
- ANNE JACOBSON
- MALCOLM DAVID JACOBSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £70k | £45k |
| 05/04/2024 | £67k | £68k |
| 05/04/2023 | £64k | £78k |
| 05/04/2022 | £59k | £80k |
| 05/04/2021 | £67k | £75k |
Common questions
Is THE RUTH AND LIONEL JACOBSON CHARITABLE TRUST (SECOND FUND) NO 2 financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted free reserves of £1,647,988, which the trustees aim to maintain at the present balance level. The charity is reliant on investment income, which totaled £69,733, to fund its charitable grants and operations. The trustees have confirmed adequate resources for the foreseeable future, with no material uncertainties identified regarding going concern. Its FY2025 accounts were audited by Robson Laidler Accountants Limited.