FRANCIS CLARK CHARITABLE FOUNDATION

Registered charity 1160833 · accounts filings on the Charity Commission register

The primary objective of the Foundation is to alleviate financial hardship by providing assistance to individuals, in particular:1. Partners or employees of Francis Clark2. Former partners or employees of Francis Clark3. Individuals considered dependents of 1 or 2 abovethe Foundation will also consider an application for a grant from an organisation working to relieve financial hardship.

Objects

1. TO RELIEVE THOSE IN NEED BY REASON OF FINANCIAL HARDSHIP, IN PARTICULAR (BUT WITHOUT LIMITATION), ANY PARTNER, FORMER PARTNER, EMPLOYEE OR FORMER EMPLOYEE OF FRANCIS CLARK (OR ANY ASSOCIATED COMPANY), OR ANY SPOUSE, BROTHER, SISTER, STEPBROTHER, STEPSISTER, ANCESTOR OR DESCENDANT OF SUCH EMPLOYEE, OR ANY OTHER PERSON WHO, IN THE OPINION OF THE TRUSTEES, IS DEPENDENT UPON SUCH PARTNER, FORMER PARTNER, EMPLOYEE OR FORMER EMPLOYEE; AND 2. SUCH OTHER GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF THE GENERAL PUBLIC AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT TO SUPPORT.

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 · The Prevention Or Relief Of Poverty · Get email alerts

Financial health, per its FY2026 accounts

The charity holds unrestricted reserves of £333,503, which the trustees deem significant enough to hold despite their policy that significant reserves are unnecessary due to minimal administrative costs. The entity reported a net income surplus of £62,161 for the year, funded entirely by its sponsor, Francis Clark LLP, with no external fundraising activities undertaken.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 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.

• Bullying and harassment policy and procedures
• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• Anne-Marie Gates
• James Charles Beck
• Julie Ann Towers
• Michael Benjamin Wilson
• Nicola Jane Whitcomb
• PETER GEORGE SERJEANT
• Richard Ian Kennedy
• Stephen John Collins
• Timothy Charles Lannin

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

Operates in: Cornwall · Devon · Somerset · Wiltshire

Income and spending

Common questions