THE JOHN AND SUSAN BOWERS FUND

Registered charity 266616 · accounts filings on the Charity Commission register

About 80% of income from dividends, donations, tax recovery, interest is distributed in grants of ?500 to ?1200 to around 40 registered charities (mainly small, self-help, emerging) chosen in October by trustees. Most animal welfare and large charities are excluded. The balance is invested for income growth. Unsolicited funding applications are considered but only a minority are successful.

Objects

TO PAY OR APPLY ALL OR ANY PART OF THE CAPITAL OR THE INCOME OF THE TRUST FUND TO OR FOR THE FURTHERANCE OF SUCH CHARITABLE BODIES, INSTITUTIONS OR CHARITABLE PURPOSES AS THE SETTLOR DURING HIS LIFE AND AFTER HIS DEATH HELEN MARY SUSAN BOWERS AND AFTER HER DEATH CHRISTOPHER ALAN BOWERS AND JENNIFER ELIZABETH JOHNS(NEE BOWERS) JOINTLY DURING THEIR RESPECTIVE LIFETIMES SHALL FROM TIME TO TIME IN WRITING DIRECT AND SUBJECT TO OR IN DEFAULT OF AND SUCH DIRECTION OR AFTER THE DEATH OF THE SURVIVOR OF THE SETTLOR AND THE SAID HELEN MARY SUSAN BOWERS, CHRISTOPHER ALAN BOWERS AND JENNIFER ELIZABETH JOHNS (NEE BOWERS) TO SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · Overseas Aid/famine Relief · Accommodation/housing · Religious Activities · Arts/culture/heritage/science · Get email alerts

Latest income
£35k
Latest spending
£40k
Registered
1973
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves decreased from £12,046 to £6,986, remaining above the stated policy minimum of £3,000. Investment asset values declined slightly from £1,192,105 to £1,141,904, resulting in a net decrease in cash funds. The independent examiner confirmed that no material matters came to light that would cause concern regarding the accounts.

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

What the accounts disclose

Reserves policy: a minimum of £3,000 (held: £7k)
“JSBF policy is to hold a minimum of £3,000 after agreement of the forthcoming 12 months’ charitable grants expenditure” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Structured financials (annual return, FY ending 31/03/2021)

Total income
£630k
Total spending
£37k
Reserves (reported)
£7k
Employees
0

Per its annual return, cost of raising funds: 0.0% of total income.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£35k£40k
31/03/2024£39k£34k
31/03/2023£51k£36k
31/03/2022£135k£135k
31/03/2021£632k£37k

Common questions

Is THE JOHN AND SUSAN BOWERS FUND financially healthy?

Per its FY2025 accounts: The accounts state that free reserves decreased from £12,046 to £6,986, remaining above the stated policy minimum of £3,000. Investment asset values declined slightly from £1,192,105 to £1,141,904, resulting in a net decrease in cash funds. The independent examiner confirmed that no material matters came to light that would cause concern regarding the accounts. Its FY2025 accounts were independently examined.