THE JONES 1986 CHARITABLE TRUST

Registered charity 327176 · accounts filings on the Charity Commission register

The charity donates funds to organisations, primarily in Nottinghamshire, which help the socially or medically disadvantaged.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£1.6m
Latest spending
£1.2m
Registered
1986
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free unrestricted reserves of £1,782,887 are held, which is in accordance with the Trustees' policy target of at least £1,000,000. The charity reported a net movement in funds of £(1,625,880) for the year, primarily driven by investment losses, but maintains sufficient liquidity and reserves to continue operations.

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

What the accounts disclose

Reserves policy: at least £1,000,000 (held: £1.8m)
“The Trustees aim to maintain free reserves in unrestricted funds at a prudent level of at least £1,000,000” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Dafferns Audit Limited. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Total income
£1.6m
Total spending
£1.2m
Cost of raising funds
£343k
Reserves (reported)
£1.8m
Employees
0

Reported reserves equal ~17.2 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 22.1% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Nottinghamshire

Income and spending

Financial year endIncomeSpending
05/04/2025£1.6m£1.2m
05/04/2024£1.5m£1.5m
05/04/2023£1.4m£1.5m
05/04/2022£1.4m£1.4m
05/04/2021£1.4m£1.4m

Common questions

Is THE JONES 1986 CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free unrestricted reserves of £1,782,887 are held, which is in accordance with the Trustees' policy target of at least £1,000,000. The charity reported a net movement in funds of £(1,625,880) for the year, primarily driven by investment losses, but maintains sufficient liquidity and reserves to continue operations. Its FY2025 accounts were audited by Dafferns Audit Limited.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
SAMJO LIMITED1£1.1m
MOLE CHARITABLE TRUST1£95k
CORAM LIFE EDUCATION1£20k
BRUSHMILL LIMITED1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ELIZABETH JANE JONES.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE JONES 1986 CHARITABLE TRUST£1.6m—0above—no doubt
ELIZABETH JANE JONES FY2025£738k——above—no doubt
THE ROBERT JONES AND AGNES HUNT ORTHOPAEDIC HOSPITAL CHARITABLE FUND FY2025£635k—0above—no doubt
FOWLER SMITH AND JONES TRUST FY2025£764k—0below—no doubt
The Jones Community and Education Trust FY2025£365k—0above—no doubt
The Johnson Family Charitable Trust FY2025£199k—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.