Finance Score: 0

Governance Score: -3

Support Score: 0

Only 4 Trustees: -1
Narrow trustee age band: -2

No supporters identified

Overall GiG Score: -3

FOWLER SMITH AND JONES TRUST

The Trust makes grants to groups and projects with specific Essx focus and benefits. The largest group of grants goes to support of community and / or youth schemes within Essex. There has also been increased support for the elderly and marginalised within our society.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 4 trustees
The Board has little diversity in terms of age

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/09/23	£740	£646	£94	£0	£10,736	£604	11.2	2
30/09/22	£715	£716	£-1	£0	£10,727	£510	8.5	2
30/09/21	£732	£574	£158	£0	£9,973	£511	10.7	2
30/09/20	£738	£800	£-62	£0	£10,615	£353	5.3	2
30/09/19	£746	£749	£-3	£0	£11,277	£415	6.6	2
30/09/18	£628	£662	£-34	£0	£9,630	£418	7.6	1
30/09/17	£502	£508	£-6	£0	£9,663	£451	10.7	1
30/09/16	£489	£485	£4	£0	£0	£0	n/a	0
30/09/15	£429	£446	£-16	£0	£0	£0	n/a	0
30/09/14	£506	£575	£-69	£129	£8,670	£335	7	0
30/09/13	£639	£551	£88	£241	£8,342	£404	8.8	0
30/09/12	£653	£764	£-111	£211	£8,275	£336	5.3	0
30/09/11	£665	£906	£-242	£259	£9,113	£448	5.9	0
30/09/10	£888	£765	£123	£188	£9,355	£690	10.8	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 40%
Unrestricted Funds/Total Funds: 6%
Reserves/Spending: 11.2 months
Net Current Assets/Spending: 6 months
Quick Ratio: 0.6

Asset Split ?

Established: 15 years

www.fsjtrust.org.uk

amason@fsjtrust.org.uk

01245809899

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides other finance

Where it operates

Barking And Dagenham, Essex, Havering, Newham, Southend-on-sea, Thurrock,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

2 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-74

LUCY ELIZABETH BETTLEY Appointed: 2021, Occupation: Chief Officer

NICHOLAS SPENCER CHARRINGTON Appointed: 2009, Occupation: Businessman

PHILIP JOHN TOLHURST (Chair) Appointed: 2009, Occupation: Solicitor, Other trusteeships: BRENTWOOD DIOCESEAN CATHEDRAL AND CHORAL TRUST FUND, NORMAN GARON TRUST, ESSEX SHIRE HALL TRUST,

RICHARD CHARLES LOGAN FURLONGER Appointed: 2009, Occupation: Director, Other trusteeship: SUCCESS AFTER STROKE,

Legal constitution

Charitable company registered in England & Wales on 22/10/2009, number: 1132249
Registered at Companies House on 04/06/2009, number: 06924825

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

31/08/2011 - Asset transfer in from FOWLER SMITH AND JONES CHARITABLE TRUST
11/05/2023 - Asset transfer in from THE CARNEGIE CHARITABLE TRUST

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

14 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE CARNEGIE CHARITABLE TRUST on 11/05/2023

Main office

THIRD FLOOR
MARLBOROUGH HOUSE
VICTORIA ROAD SOUTH
CHELMSFORD
ESSEX
CM1 1LN

Objectives

(A) TO CARRY OUT SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTEDISCRETION THINK FIT(B) WITHOUT PREJUDICE TO THE GENERALITY OF THE PRECEDING SUB-CLAUSE THE INCOME FROM THETRUST FUND SHALL BE APPLIED PRIMARILY IN GRANTS IN AID OF SUCH CHARITABLE FOUNDATIONS AS THETRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION SELECT

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources