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THE JOSEPH AND FRANCES CLARK TRUST

Registered charity 1170424 · accounts filings on the Charity Commission register

PRESERVATION OF THE NATURAL BEAUTY OF STREET AND ISTS VACINITY, AND THE BENEFIT OF THE INHABITANTS OF STREET AND ITS VACINITY

Causes: General Charitable Purposes · Environment/conservation/heritage · Recreation · Grant history (this charity is a funder) · Get email alerts

Latest income
£197k
Latest spending
£324k
Registered
2016
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure of £482,042 for the year, driven largely by an unrealised loss on investments. Per the trustees' report, total reserves stood at £2,574,759, with free unrestricted reserves of £185,293, which the trustees note equates to just under one year's unrestricted expenditure.

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: £185k; policy: just under 1 year's unrestricted expenditure)
“At the end of the financial year, reserves were £2,574,759 (2024: £3,056,801), of which £185,293 are free reserves (2024: £297,845). This equates to just under 1 year's unrestricted expenditure.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Gift of investment property and land from connected trust
“In the prior period the charity received the gift of an investment property worth £1,075,000 and land worth £45,000 from the Nathan Clark 1984 Charitable Settlement. Richard Clark is a trustee of the charity which was wound up in the year, transferring remaining funds of £19,458 to Joseph & Frances Clark Trust.” — page 23
Per its FY2025 accounts as filed with the Charity Commission.

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

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £89k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 05/04/2024)

Total income
£1.3m
Total spending
£348k
Cost of raising funds
£9k
Reserves (reported)
£298k
Employees
3

Reported reserves equal ~10.3 months of spending — above the median for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (87% 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: 0.7% of total income — below the median for charities its size (2.9%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Somerset

Income and spending

Financial year endIncomeSpending
05/04/2025£197k£324k
05/04/2024£1.3m£348k
05/04/2023£469k£191k
05/04/2022£85k£164k
05/04/2021£40k£201k

Common questions

Is THE JOSEPH AND FRANCES CLARK TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £482,042 for the year, driven largely by an unrealised loss on investments. Per the trustees' report, total reserves stood at £2,574,759, with free unrestricted reserves of £185,293, which the trustees note equates to just under one year's unrestricted expenditure. Its FY2025 accounts were independently examined.

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.

FunderSimilar charities fundedAmount to them
THE JD FOUNDATION1£561k
DILLHAVEN LIMITED1£92k
J & J CHARITABLE TRUST LIMITED1£17k
KTRUST LIMITED1£12k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE BLAIR TRUST FUND.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE JOSEPH AND FRANCES CLARK TRUST£197k—0below—no doubt
THE BLAIR TRUST FUND FY2025£187k—0unclear—no doubt
T & S TRUST FUND FY2025£334k—0above—no doubt
BELLJOE TZEDOKO LIMITED FY2024£725k—0unclear—no doubt
ABN TRUST FY2025£175k—0unclear—no doubt
PARACLETOS FY2025£307k—0unclear—no doubt

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