THE ROGER AND SARAH BANCROFT CLARK CHARITABLE TRUST
Normally we support local Charitable Organisations in the South West of the UK including Quaker, Heritage, Relief and Educational Establishments for Post Graduate education. (Applications are no longer accepted direct from individuals for general financial hardship or educational purposes.)
Objects
FOR SUCH CHARITABLE PURPOSES OR OBJECTS AS THE TRUSTEES SHALL IN THEIR UNCONTROLLED DISCRETION THINK FIT.
Financial health, per its FY2024 accounts
The accounts state that unrestricted funds decreased from £5,000,586 to £4,213,852 due to a net loss on investment revaluations of £808,186, which outweighed investment income and grants made. The trustees consider the current level of free reserves sufficient to meet ongoing charitable donations and management costs, and they have adopted the going concern basis.
What the accounts disclose
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee expenses policy and procedures
Structured financials (annual return, FY ending 31/12/2022)
Register events
- Received assets from another charity (01/09/2025)
- Received assets from another charity (02/05/2023)
Trustees
- CAROLINE GOULDchair
- Alice Clark
- Cllr Martin Lovell
- Eleanor Gould
- PRISCILLA GOLDBY
- ROBERT BALDWIN ROBERTSON
- Susanna Johanna Clark
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £79k | £1.1m |
| 31/12/2023 | £83k | £90k |
| 31/12/2022 | £2.3m | £624k |
| 31/12/2021 | £80k | £4.3m |
| 31/12/2020 | £67k | £183k |
Common questions
Is THE ROGER AND SARAH BANCROFT CLARK CHARITABLE TRUST financially healthy?
Per its FY2024 accounts: The accounts state that unrestricted funds decreased from £5,000,586 to £4,213,852 due to a net loss on investment revaluations of £808,186, which outweighed investment income and grants made. The trustees consider the current level of free reserves sufficient to meet ongoing charitable donations and management costs, and they have adopted the going concern basis. Its FY2024 accounts were audited by Gravita Audit Western Limited.