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THE JONES 1986 CHARITABLE TRUST

Registered charity 327176 · accounts filings on the Charity Commission register

Latest income
£1.6m
Latest spending
£1.2m
Registered
1986
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that unrestricted free reserves were £1,307,567, which is above the Trustees' stated policy target of at least £1,000,000. The charity reported a net movement in funds of a loss of £3,940,805, primarily driven by investment losses, yet maintains sufficient liquidity and reserves to continue operations.

What the accounts disclose

Reserves policy: at least F1,000, 000 (held: £1.3m)
“The Trustees aim to maintain free reserves in unrestricted funds at a prudent level of at least F1,000, 000 to enable them to finance future applications and the costs of governance for the next twelve months.” — page 5
Per its FY2023 accounts as filed with the Charity Commission.
Related-party transaction: Mr J D Pears was a consultant in Keystone Law during the year. Keystone Law charged the Charitable Trust a total of f27, 524 (2022: 622, 998) during the year in respect of legal fees and administration and support costs.
“Mr J D Pears was a consultant in Keystone Law during the year. Keystone Law charged the Charitable Trust a total of f27, 524 (2022: 622, 998) during the year in respect of legal fees and administration and support costs. A creditor of anil (2022: F13,065) was outstanding at the year end.” — page 21
“Mr R W Stanley was a partner in UHY Hacker Young LLP from 1 April 2021. UHY Hacker Young LLP charged the Charitable Trust a total of f41, 118 (2022: 839,760) during the year in respect of Trustee administration, accountancy and taxation services. A creditor of 618,600 (2022: F12,412) was outstanding at the year end.” — page 21
Per its FY2023 accounts as filed with the Charity Commission.
Related-party transaction: Mr R W Stanley was a partner in UHY Hacker Young LLP from 1 April 2021. UHY Hacker Young LLP charged the Charitable Trust a total of f41, 118 (2022: 839,760) during the year in respect of Trustee administration, accountancy and taxation services.
“Mr J D Pears was a consultant in Keystone Law during the year. Keystone Law charged the Charitable Trust a total of f27, 524 (2022: 622, 998) during the year in respect of legal fees and administration and support costs. A creditor of anil (2022: F13,065) was outstanding at the year end.” — page 21
“Mr R W Stanley was a partner in UHY Hacker Young LLP from 1 April 2021. UHY Hacker Young LLP charged the Charitable Trust a total of f41, 118 (2022: 839,760) during the year in respect of Trustee administration, accountancy and taxation services. A creditor of 618,600 (2022: F12,412) was outstanding at the year end.” — page 21
Per its FY2023 accounts as filed with the Charity Commission.
Related-party transaction: Mr D N Lindley charged the Charitable Trust a total of 812,083 (2022: F18,708) during the year in respect of accountancy and administration and support costs.
“Mr J D Pears was a consultant in Keystone Law during the year. Keystone Law charged the Charitable Trust a total of f27, 524 (2022: 622, 998) during the year in respect of legal fees and administration and support costs. A creditor of anil (2022: F13,065) was outstanding at the year end.” — page 21
“Mr R W Stanley was a partner in UHY Hacker Young LLP from 1 April 2021. UHY Hacker Young LLP charged the Charitable Trust a total of f41, 118 (2022: 839,760) during the year in respect of Trustee administration, accountancy and taxation services. A creditor of 618,600 (2022: F12,412) was outstanding at the year end.” — page 21
Per its FY2023 accounts as filed with the Charity Commission.

Accounts audited by Dafferns LLP.

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).

Trustees

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?

The accounts state that unrestricted free reserves were £1,307,567, which is above the Trustees' stated policy target of at least £1,000,000. The charity reported a net movement in funds of a loss of £3,940,805, primarily driven by investment losses, yet maintains sufficient liquidity and reserves to continue operations. Its FY2023 accounts were audited by Dafferns LLP.

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£904k
MOLE CHARITABLE TRUST1£95k
CORAM LIFE EDUCATION1£20k

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