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.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£764k

Latest spending

£829k

Registered

2009

Accounts read

FY2025

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

Reserves position: below the charity's own stated reserves policy (held: £534k; policy: sufficient cash reserves so that at any time it can pay all of the grants it anticipates making during the following eight months)

“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

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Edmund Carr LLP. Discloses 5 of 6 completeness components.

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)

Total income

£764k

Total spending

£829k

Cost of raising funds

£193k

Reserves (reported)

£530k

Employees

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

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?

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. 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

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

Funder	Year	Amount	Purpose (as stated by the funder)
CORAM LIFE EDUCATION	FY2025	£20k	Provision of Life Education workshops in schools within Essex and East Herts

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.

Funder	Similar charities funded	Amount to them
THE KNIGHTLAND FOUNDATION	1	£80k
THE MARIE CELESTE SAMARITAN SOCIETY	1	£50k
SF FOUNDATION	1	£33k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with T.H.RUSSELL CHARITABLE TRUST.

T.H.RUSSELL CHARITABLE TRUST income £235k
THE FLORENCE TURNER TRUST income £218k
INVESTREAM CHARITABLE TRUST income £153k
As-Siraj Trust income £807k
THE GRIFFIN COMMUNITY TRUST income £152k
THE EARL OF SOUTHAMPTON TRUST income £181k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
FOWLER SMITH AND JONES TRUST	£764k	—	below	—	no doubt
T.H.RUSSELL CHARITABLE TRUST FY2025	£235k	—	unclear	—	no doubt
THE FLORENCE TURNER TRUST FY2025	£218k	—	unclear	—	no doubt
INVESTREAM CHARITABLE TRUST FY2025	£153k	—	above	—	no doubt
As-Siraj Trust FY2025	£807k	—	unclear	—	no doubt
THE GRIFFIN COMMUNITY TRUST FY2025	£152k	—	unclear	—	no doubt

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