FOWLER SMITH AND JONES TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £533,721, which exceeds its stated policy target of holding sufficient cash to cover anticipated grants for the following eight months (£150,000 for the next six months). The charity reported a net deficit on investment asset valuations of £65,399, resulting in an overall net movement in funds of £65,399 for the year, while maintaining a strong balance sheet with net assets of £9,685,637.
What the accounts disclose
“It has been the trustees’ policy to hold sufficient cash reserves so that at any time it can pay all of the grants it anticipates making during the following eight months. At 30 September 2025 cash reserves held by the charity were £164,198. The charity anticipates grants to be made in the 6 months to 31 March 2026 will amount to £150,000.” — page 5
Structured financials (annual return, FY ending 30/09/2025)
Register events
- Received assets from another charity (11/05/2023)
- Received assets from another charity (31/08/2011)
Trustees
- PHILIP JOHN TOLHURSTchair
- John Pelly Nelmes
- Lucy Elizabeth Bettley
- Nicholas Spencer CHARRINGTON
- RICHARD CHARLES LOGAN FURLONGER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £764k | £829k |
| 30/09/2024 | £843k | £759k |
| 30/09/2023 | £740k | £646k |
| 30/09/2022 | £715k | £716k |
| 30/09/2021 | £732k | £574k |
Common questions
Is FOWLER SMITH AND JONES TRUST financially healthy?
The accounts state that the charity holds unrestricted reserves of £533,721, which exceeds its stated policy target of holding sufficient cash to cover anticipated grants for the following eight months (£150,000 for the next six months). The charity reported a net deficit on investment asset valuations of £65,399, resulting in an overall net movement in funds of £65,399 for the year, while maintaining a strong balance sheet with net assets of £9,685,637. Its FY2025 accounts were audited by Edmund Carr LLP.
Who funds FOWLER SMITH AND JONES TRUST?
Funders whose own accounts filings name FOWLER SMITH AND JONES TRUST as a grant recipient include CORAM LIFE EDUCATION.
Known funders
| Funder | Year | Amount |
|---|---|---|
| CORAM LIFE EDUCATION | FY2025 | £20k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SF FOUNDATION | 1 | £33k |
| THE KNIGHTLAND FOUNDATION | 1 | £30k |