ANNE FRENCH MEMORIAL TRUST
Financial health, per its FY2025 accounts
The accounts state that total funds decreased to £8,610,060 from £8,835,770 in the prior year, primarily due to a net investment loss of £258,722. Despite this loss, the charity generated £283,147 in investment income and awarded £232,351 in grants, maintaining unrestricted reserves of £52,983 against a stated policy target of approximately £20,000 for administrative costs.
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.”
“During the course of the year payments of £116,058 (2024: £94,437) were made to the Norwich Diocesan Board of Finance Limited, a charity of which the Bishop of Norwich and the Venerable Steven Betts are Trustees and for which Stuart Jones acts as Diocesan Registrar.” — page 22
“During the year a grant of £1,000 was made to The Benjamin Foundation in respect of a fundraising event organised by Birketts LLP, a company of which Stuart Jones is a Legal Director.” — page 22
“During the course of the year payments of £116,058 (2024: £94,437) were made to the Norwich Diocesan Board of Finance Limited, a charity of which the Bishop of Norwich and the Venerable Steven Betts are Trustees and for which Stuart Jones acts as Diocesan Registrar.” — page 22
“During the year a grant of £1,000 was made to The Benjamin Foundation in respect of a fundraising event organised by Birketts LLP, a company of which Stuart Jones is a Legal Director.” — page 22
“During the course of the year payments of £116,058 (2024: £94,437) were made to the Norwich Diocesan Board of Finance Limited, a charity of which the Bishop of Norwich and the Venerable Steven Betts are Trustees and for which Stuart Jones acts as Diocesan Registrar.” — page 22
“During the year a grant of £1,000 was made to The Benjamin Foundation in respect of a fundraising event organised by Birketts LLP, a company of which Stuart Jones is a Legal Director.” — page 22
Register events
- Received assets from another charity (02/05/2019)
Trustees
- John Stuart Jones
- The Rt Revd Graham Barham Usher
- The Ven STEVEN JAMES BETTS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £283k | £250k |
| 05/04/2024 | £269k | £230k |
| 05/04/2023 | £253k | £271k |
| 05/04/2022 | £258k | £-10k |
| 05/04/2021 | £212k | £30k |
Common questions
Is ANNE FRENCH MEMORIAL TRUST financially healthy?
The accounts state that total funds decreased to £8,610,060 from £8,835,770 in the prior year, primarily due to a net investment loss of £258,722. Despite this loss, the charity generated £283,147 in investment income and awarded £232,351 in grants, maintaining unrestricted reserves of £52,983 against a stated policy target of approximately £20,000 for administrative costs. Its FY2025 accounts were audited by Lovewell Blake LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| The John Gurney Charitable Trust | 1 | £110k |
| THE R C SNELLING CHARITABLE TRUST | 1 | £35k |
| LILIAN FRANCES HIND BEQUEST (TRUSTEES OF LADY HIND) | 1 | £21k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £12k |
| THE CHARLES LITTLEWOOD HILL TRUST | 1 | £8k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF TAVERHAM | 1 | £5k |
| THE BARRATT FAMILY CHARITABLE TRUST | 1 | £3k |
| THE IAN ASKEW CHARITABLE TRUST | 1 | £2k |