ANNE FRENCH MEMORIAL TRUST
Grants for charitable purposes within the Diocese of Norwich with focus on the support and training of the clergy, support for certain activities of the Norwich Diocesan Board of Finance and other Norfolk charities.
Objects
FOR ANY CHARITABLE PURPOSES WHATSOEVER WITHIN THE DIOCESE OF NORWICH.
Financial health, per its FY2026 accounts
The accounts state that total funds increased to £9,219,044, driven by significant investment gains of £637,304, while unrestricted reserves stood at £35,509. The charity awarded grants totaling £317,045 and reported total income of £317,398, primarily from investment dividends. The trustees confirmed the charity is a going concern with sufficient resources to continue operations.
What the accounts disclose
“It is the Trustees' intention to hold no more than £20,000 in the General Fund at each year end, this being the approximate cost of administrative expenses for a 12 month period.”
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2026
- Volunteers: 1
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2025
- Volunteers: 1
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Register events
- Received assets from another charity (02/05/2019)
Trustees
- John Stuart Jones
- The Rt Revd Graham Barham Usher
- The Venerable Keith Nicholas James
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £317k | £346k |
| 05/04/2025 | £283k | £250k |
| 05/04/2024 | £269k | £230k |
| 05/04/2023 | £253k | £271k |
| 05/04/2022 | £258k | £-10k |
Common questions
Is ANNE FRENCH MEMORIAL TRUST financially healthy?
Per its FY2026 accounts: The accounts state that total funds increased to £9,219,044, driven by significant investment gains of £637,304, while unrestricted reserves stood at £35,509. The charity awarded grants totaling £317,045 and reported total income of £317,398, primarily from investment dividends. The trustees confirmed the charity is a going concern with sufficient resources to continue operations. Its FY2026 accounts were audited by Lovewell Blake LLP.
Charities like this
- THE ANNIE TRANMER CHARITABLE TRUST
- THE ANNIE SCHIFF CHARITABLE TRUST
- D C MONCRIEFF CHARITABLE TRUST
- THE FRANK LITCHFIELD GENERAL CHARITABLE TRUST
- LADY MONICA COCKFIELD MEMORIAL TRUST
- THE A W LYMN CENTENARY FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| ANNE FRENCH MEMORIAL TRUST | £317k | — | 0 | unclear | — | no doubt |
| THE ANNIE TRANMER CHARITABLE TRUST | £167k | — | 0 | unclear | — | no doubt |
| THE ANNIE SCHIFF CHARITABLE TRUST | £60k | — | — | above | — | no doubt |
| D C MONCRIEFF CHARITABLE TRUST | £62k | — | 0 | unclear | — | no doubt |
| THE FRANK LITCHFIELD GENERAL CHARITABLE TRUST | £192k | — | 0 | unclear | — | no doubt |
| LADY MONICA COCKFIELD MEMORIAL TRUST | £46k | — | 0 | unclear | — | noted |