THE CLARKE CHARITABLE SETTLEMENT
The Charity does not invite unsolicited applications.
Objects
AT ANY TIME THE TRUSTEES MAY AS TO THE WHOLE OR ANY PART OR PARTS OF THE TRUST FUND RAISE AND PAY OR TRANSFER THE SAME TO OR APPLY THE SAME FOR THE BENEFIT OF ANY ONE OR MORE CHARITABLE INSTITUTION PURPOSE OR OBJECT OR INSTITUTIONS PROPOSED OR OBJECTS IN THE UNITED KINGDOM AS THEY MAY IN THEIR DISCRETION THINK FIT. (FOR FURTHER DETAILS SEE CLAUSE 5 OF SETTLEMENT).
Financial health, per its FY2025 accounts
The accounts state that the Trust incurred a net outgoing resource of £128,514, driven by a fall in investment value of £109,834 and charitable grants of £163,540. Per the trustees' report, unrestricted free reserves stood at £146,342, which the Trustees consider adequate to maintain operations and meet future anticipated demands.
What the accounts disclose
“It is the policy of the Trustees to maintain sufficient funds in reserves to meet the future anticipated demands on the Trust’s resources.” — page 5
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- 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
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 05/04/2021 (received 09/02/2022, 4 days after the 05/02/2022 due date).
Trustees
- JANE LOUISE GERARD-PEARSE
- Mary Elizabeth MacGregor
- SALLY ANN HAYWARD
- Simon William Clarke
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £57k | £186k |
| 05/04/2024 | £65k | £190k |
| 05/04/2023 | £66k | £107k |
| 05/04/2022 | £66k | £101k |
| 05/04/2021 | £55k | £99k |
Common questions
Is THE CLARKE CHARITABLE SETTLEMENT financially healthy?
Per its FY2025 accounts: The accounts state that the Trust incurred a net outgoing resource of £128,514, driven by a fall in investment value of £109,834 and charitable grants of £163,540. Per the trustees' report, unrestricted free reserves stood at £146,342, which the Trustees consider adequate to maintain operations and meet future anticipated demands. Its FY2025 accounts were independently examined.
Charities like this
- THE A M CHARITABLE TRUST
- AB LAHER CHARITABLE TRUST
- THE HARGREAVES CHARITABLE TRUST
- GRACE CHARITY
- THE KATHLEEN LAURENCE TRUST
- O'HEA CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE CLARKE CHARITABLE SETTLEMENT | £57k | — | 0 | unclear | — | no doubt |
| THE A M CHARITABLE TRUST | £157k | — | 0 | unclear | — | no doubt |
| AB LAHER CHARITABLE TRUST | £218k | — | 0 | above | — | no doubt |
| THE HARGREAVES CHARITABLE TRUST | £169k | — | 0 | unclear | — | no doubt |
| GRACE CHARITY | £44k | — | 0 | unclear | — | no doubt |
| THE KATHLEEN LAURENCE TRUST | £93k | — | — | unclear | — | no doubt |