THE SUSAN AND STEPHEN JAMES CHARITABLE SETTLEMENT

Registered charity 801622 · accounts filings on the Charity Commission register · also known as STEPHEN JAMES CHARITABLE TRUST

The making of grants to charitable organisations

Objects

UPON TRUST TO PAY OR APPLY THE INCOME AND ALSO SO MUCH OF THE CAPITAL OF THE TRUST FUND AS THE TRUSTEE MAY FROM TIME TO TIME IN HIS ABSOLUTE DISCRETION DETERMINE TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES (BEING CHARITIES OR PURPOSES EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND) AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEE MAY FROM TIME TO TIME IN HIS ABSOLUTE DISCRETION DETERMINE

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 · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Barnet, London, England (from the postcode on the register)

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves increased to £222,030 at year-end, up from £157,425 in the previous period, supported by a net income surplus of £64,605. The charity's reserves are held as a general purpose fund for long-term commitments, with no stated policy target for comparison. The trustees confirmed the going concern basis is appropriate and no material uncertainties were identified.

Automated summary of the FY2024 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.

• Risk management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 31/12/2023 (received 28/04/2025, 179 days after the 31/10/2024 due date); year ending 31/12/2022 (received 15/01/2024, 76 days after the 31/10/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• STEPHEN JAMES · trustee of 1 other charity
• SUSAN ROBERTA JAMES

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

Operates in: Throughout England

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PRESTON FAMILY CHARITABLE SETTLEMENT.

• THE PRESTON FAMILY CHARITABLE SETTLEMENT income £352k
• THE SCS TRUST income £594k
• H M SASSOON CHARITABLE TRUST income £124k
• THE JEREMY AND JOHN SACHER CHARITABLE TRUST income £71k
• SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST income £187k
• THE STEVENSON FAMILY'S CHARITABLE TRUST income £397k

Side by side with its peers

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