THE DR S C CLARK MEMORIAL FUND TRUST

Registered charity 1168699 · accounts filings on the Charity Commission register

Directly or via the support of other Charitable Bodies to advance in life and relieve the needs of young people up to the age 21 years who are resident in the County of Somerset and particularly but not exclusively living in the locality of St Andrew's Church Congresbury.

Causes: Disability · Get email alerts

Latest income
£61k
Latest spending
£21k
Registered
2016
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds increased by £833,925 to £723,938, with £12,000 given in grants and £9,383 used for investment costs. The trustees note that investment performance has been poor due to the Ukraine war and USA tariff position, leading to lower grant allocations to mitigate this effect. Reserves are held as an expendable endowment in line with donor wishes.

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

What the accounts disclose

Reserves policy: expendable endowment (held: £724k)
The invested funds will be held as an expendable endowment in line with the wishes of the donor.
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustees declare interests in church, school, and other charity connections when considering grants.
When considering grant requests the trustees are mindful of their church, school and other charity connections and where required declare their interests and withdraw from any vote.
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: North Somerset · Somerset

Income and spending

Financial year endIncomeSpending
31/07/2025£61k£21k
31/07/2024£65k£21k
31/07/2023£2£19k
31/07/2022£1£39k
31/07/2021£28k£30k

Common questions

Is THE DR S C CLARK MEMORIAL FUND TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total funds increased by £833,925 to £723,938, with £12,000 given in grants and £9,383 used for investment costs. The trustees note that investment performance has been poor due to the Ukraine war and USA tariff position, leading to lower grant allocations to mitigate this effect. Reserves are held as an expendable endowment in line with donor wishes. Its FY2025 accounts were independently examined.