FOWLER SMITH AND JONES TRUST

Registered charity 1132249 · accounts filings on the Charity Commission register

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.

Objects

(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

Area of benefit: UNDEFINED. IN PRACTICE, LOCAL

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) · website · Get email alerts

Registered contact address: Chelmsford, East of England, England (from the postcode on the register)

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Edmund Carr LLP. Discloses 5 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.

• 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

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.

Property (HM Land Registry)

5 registered titles in England and Wales held by the charity’s company or corporate body (5 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 30/09/2025)

Reported reserves equal ~7.7 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (97% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 25.3% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Register events

• Received assets from another charity (11/05/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (31/08/2011) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• PHILIP JOHN TOLHURSTchair · trustee of 3 other charities
• John Pelly Nelmes
• Lucy Elizabeth Bettley
• Nicholas Spencer CHARRINGTON · trustee of 1 other charity
• RICHARD CHARLES LOGAN FURLONGER · trustee of 1 other charity

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

Operates in: Barking And Dagenham · Essex · Havering · Newham · Southend-on-sea · Thurrock

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

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 FROGNAL TRUST.

• FROGNAL TRUST income £104k
• THE F W TRUST LTD income £79k
• BEDFORDSHIRE AND LUTON COMMUNITY FOUNDATION income £5.3m
• THE EARL FITZWILLIAM CHARITABLE TRUST income £282k
• THE FLORENCE TURNER TRUST income £218k
• SCJM CHARITABLE TRUST income £54k

Side by side with its peers

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