Finance Score: -4

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Multiple Deficits: -2

No supporters identified

Overall GiG Score: -4

THE ROGER AND SARAH BANCROFT CLARK CHARITABLE TRUST

Donations to Charitable Organisations including Quaker, Heritage, Relief and to Educational Establishments for Post Graduate education. (Applications are no longer accepted direct from individuals for general financial hardship or educational purposes.)

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity only provides its support via other charities

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,540,523 available, equivalent to 87 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

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
31/12/22		£2,339	£624	£1,715	£0	£5,541	£4,541	87.3	0
31/12/21		£80	£4,342	£-4,262	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£67	£183	£-116	n/a	n/a	n/a	n/a	n/a
31/12/19		£163	£400	£-237	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£345	£466	£-121	£0	£0	£0	n/a	0
31/12/17	*	£10,924	£350	£10,574	£0	£17,829	£7,063	242	0
31/12/16	*	£2,932	£501	£2,431	£0	£10,329	£10,329	247.5	0
31/12/15	*	£563	£325	£238	£0	£10,329	£10,329	380.8	0
31/12/14	*	£354	£371	£-16	£0	£0	£0	n/a	0
31/12/13		£328	£599	£-272	£0	£0	£0	n/a	0
31/12/12		£302	£314	£-12	£0	£0	£0	n/a	0
31/12/11	*	£293	£410	£-117	£0	£0	£0	n/a	0
31/12/10	*	£320	£222	£98	£0	£0	£0	n/a	0
31/12/09	*	£225	£251	£-26	£0	£0	£0	n/a	0
31/12/08	*	£255	£238	£17	£0	£0	£0	n/a	0
31/12/07	*	£237	£189	£48	£0	£0	£0	n/a	0
31/12/06	*	£227	£193	£34	£0	£0	£0	n/a	0
31/12/05		£229	£225	£4	£0	£0	£0	n/a	0
31/12/04		£186	£139	£47	£0	£0	£0	n/a	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: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 87.3 months
Net Current Assets/Spending: 21 months
Quick Ratio: 16.9

Asset Split ?

Established: 62 years

mel.park@clarks.com

01458 842121

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Ireland, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

ELEANOR HEWISH GOULD Appointed: 2023

ROBERT BALDWIN ROBERTSON Appointed: 2011

ALICE CLARK, Other trusteeship: THE STEPHEN CLARK CHARITABLE SETTLEMENT 1965,

CAROLINE GOULD (Chair), Other trusteeship: NATHAN CLARK 1984 CHARITABLE SETTLEMENT,

MARTIN LOVELL, Other trusteeships: C AND J CLARK LIMITED EMPLOYEES 1922 TRUST, P AND M LOVELL CHARITABLE TRUST, STREET CLUB AND INSTITUTE (CRISPIN HALL), THE STREET LIBRARY, CLARK FOUNDATION, THE ALFRED GILLETT TRUST, THE ALFRED GILLETT TRUST, THE CRISPIN HALL TRUST, CLARK FOUNDATION, STREET LIBRARY TRUST,

PRISCILLA GOLDBY Appointed: 2016, Other trusteeship: THE HEADINGTON SINGERS,

SUSANNA JOHANNA CLARK Appointed: 2023, Other trusteeship: GREENBANK POOL,

Legal constitution

Charity registered in England & Wales on 15/11/1962, number: 211513

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR20: 4 days late, AR18: 27 days late, AR17: 91 days late, AR16: 113 days late, AR15: 1 days late, AR14: 152 days late, AR11: 120 days late, AR10: 38 days late, AR09: 35 days late, AR08: 381 days late, AR07: 20 days late, AR06: 104 days late,

Recent reorganisation events:

Asset transfer in from HILDA AND ALICE CLARK CHARITABLE TRUST on 02/05/2023

Main office

BOX 1
40 HIGH STREET
STREET
SOMERSET
BA16 0EQ

Objectives

FOR SUCH CHARITABLE PURPOSES OR OBJECTS AS THE TRUSTEES SHALL IN THEIR UNCONTROLLED DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources