Jo Li Trust

Analysis

Jo Li Trust is a registered charity in England and Wales, based in Birmingham. It was registered in November 2001, 25 years ago. Its declared purposes cover general charitable purposes, education/training, the advancement of health or saving of lives and accommodation/housing, which this site groups under health and saving lives. It says it makes grants to organisations and sponsors or undertakes research.

In the financial year ending April 2025, Jo Li Trust reported income of £10k and spending of £289k, spending 2829% of what it took in. Across the 5 years on record, from April 2021 to April 2025, income fell from £12k to £10k (-18%), an average of -4.7% a year. The sharpest change came in the year to April 2023, when income rose by 91%. Over the whole period it spent 1067% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, Jo Li Trust sits at the 28th percentile: it is larger than about 28% of them. Against every charity in England and Wales with reported income it ranks in the 32nd percentile. Charities of a similar size with the same main cause include Simon Cooper Foundation (£10k), Small-Steps Charity (£10k) and Fleetwood Masonic Benevolent Association (£10k).

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.