BritDB

CCEW Charity Commission profile

FOWLER SMITH AND JONES TRUST

Registered charity 1132249 · organisation 4046319

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
22 October 2009
Removed
Not supplied
Company number supplied
06924825
Financial period
1 October 2024 – 30 September 2025
Latest income
£763,934
Latest expenditure
£829,333
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: THIRD FLOOR, MARLBOROUGH HOUSE, VICTORIA ROAD SOUTH, CHELMSFORD, ESSEX, CM1 1LN

Website recorded by the regulator: www.fsjtrust.org.uk (displayed as text)

02 Activities

What the charity does

The Trust makes grants to groups and projects with specific Essx focus and benefits. The largest group of grants goes to support of community and / or youth schemes within Essex. There has also been increased support for the elderly and marginalised within our society.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 October 2024
Fin Period End Date
30 September 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 July 2026
Date Annual Return Received
6 July 2026
Date Accounts Received
6 July 2026
Total Gross Income
£763,934
Total Gross Expenditure
£829,333
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 July 2025
Date Annual Return Received
30 July 2025
Date Accounts Received
30 July 2025
Total Gross Income
£842,504
Total Gross Expenditure
£758,558
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 July 2024
Date Annual Return Received
17 April 2024
Date Accounts Received
17 April 2024
Total Gross Income
£740,251
Total Gross Expenditure
£646,295
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 July 2023
Date Annual Return Received
4 April 2023
Date Accounts Received
4 April 2023
Total Gross Income
£714,755
Total Gross Expenditure
£716,205
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 July 2022
Date Annual Return Received
29 March 2022
Date Accounts Received
29 March 2022
Total Gross Income
£732,433
Total Gross Expenditure
£574,336

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 October 2024
Fin Period End Date
30 September 2025
Ar Due Date
30 July 2026
Ar Received Date
6 July 2026
Total Gross Income
£763,934
Total Gross Expenditure
£829,333
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Due Date
30 July 2025
Ar Received Date
30 July 2025
Total Gross Income
£842,504
Total Gross Expenditure
£758,558
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
17 April 2024
Total Gross Income
£740,251
Total Gross Expenditure
£646,295
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Due Date
30 July 2023
Ar Received Date
4 April 2023
Total Gross Income
£714,755
Total Gross Expenditure
£716,205
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
29 March 2022
Total Gross Income
£732,433
Total Gross Expenditure
£574,336
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 October 2024
Fin Period End Date
30 September 2025
Ar Due Date
30 July 2026
Ar Received Date
6 July 2026
Income Donations And Legacies
12000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
743934
Income Other
8000
Income Total Income And Endowments
763934
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£193,425
Expenditure Charitable Expenditure
£635,908
Expenditure Other
0
Expenditure Total
829333
Expenditure Investment Management
193425
Expenditure Grants Institution
542650
Expenditure Governance
15350
Expenditure Support Costs
93258
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£529,592
Assets Total Fixed
9227902
Assets Own Use
0
Assets Long Term Investment
9227902
Defined Benefit Pension Scheme
0
Assets Other Assets
£768,554
Assets Total Liabilities
£310,819
Assets Current Investment
0
Assets Total Assets And Liabilities
£9,685,637
Creditors One Year Total Current
310819
Creditors Falling Due After One Year
0
Assets Cash
£164,198
Funds Endowment
9151916
Funds Unrestricted
533721
Funds Restricted
0
Funds Total
9685637
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 October 2023
Fin Period End Date
30 September 2024
Ar Due Date
30 July 2025
Ar Received Date
30 July 2025
Income Donations And Legacies
52873
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
789631
Income Other
0
Income Total Income And Endowments
842504
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£102,008
Expenditure Charitable Expenditure
£656,550
Expenditure Other
0
Expenditure Total
758558
Expenditure Investment Management
102008
Expenditure Grants Institution
567624
Expenditure Governance
12070
Expenditure Support Costs
88926
Expenditure Depreciation
0
Gain Loss Investment
-980000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£683,741
Assets Total Fixed
9100000
Assets Own Use
0
Assets Long Term Investment
9100000
Defined Benefit Pension Scheme
0
Assets Other Assets
£988,310
Assets Total Liabilities
£248,524
Assets Current Investment
0
Assets Total Assets And Liabilities
£9,839,786
Creditors One Year Total Current
248524
Creditors Falling Due After One Year
0
Assets Cash
£464,510
Funds Endowment
9151916
Funds Unrestricted
687870
Funds Restricted
0
Funds Total
9839786
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
17 April 2024
Income Donations And Legacies
21774
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
718477
Income Other
0
Income Total Income And Endowments
740251
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£72,712
Expenditure Charitable Expenditure
£573,583
Expenditure Other
0
Expenditure Total
646295
Expenditure Investment Management
72712
Expenditure Grants Institution
498025
Expenditure Governance
11580
Expenditure Support Costs
75558
Expenditure Depreciation
0
Gain Loss Investment
-85000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£315,840
Assets Total Fixed
10420000
Assets Own Use
0
Assets Long Term Investment
10420000
Defined Benefit Pension Scheme
0
Assets Other Assets
£610,610
Assets Total Liabilities
£294,770
Assets Current Investment
0
Assets Total Assets And Liabilities
£10,735,840
Creditors One Year Total Current
294770
Creditors Falling Due After One Year
0
Assets Cash
£175,377
Funds Endowment
10131916
Funds Unrestricted
603924
Funds Restricted
0
Funds Total
10735840
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 October 2021
Fin Period End Date
30 September 2022
Ar Due Date
30 July 2023
Ar Received Date
4 April 2023
Income Donations And Legacies
26115
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
688640
Income Other
0
Income Total Income And Endowments
714755
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£105,543
Expenditure Charitable Expenditure
£610,662
Expenditure Other
0
Expenditure Total
716205
Expenditure Investment Management
105543
Expenditure Grants Institution
539885
Expenditure Governance
10500
Expenditure Support Costs
34465
Expenditure Depreciation
0
Gain Loss Investment
755000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£221,884
Assets Total Fixed
10505000
Assets Own Use
0
Assets Long Term Investment
10505000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,478,872
Assets Total Liabilities
£1,256,988
Assets Current Investment
0
Assets Total Assets And Liabilities
£10,726,884
Creditors One Year Total Current
1256988
Creditors Falling Due After One Year
0
Assets Cash
£639,068
Funds Endowment
10216916
Funds Unrestricted
509968
Funds Restricted
0
Funds Total
10726884
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
29 March 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
732433
Income Other
0
Income Total Income And Endowments
732433
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£99,610
Expenditure Charitable Expenditure
£474,726
Expenditure Other
0
Expenditure Total
574336
Expenditure Investment Management
99610
Expenditure Grants Institution
408500
Expenditure Governance
10000
Expenditure Support Costs
30049
Expenditure Depreciation
0
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-800000
Gain Loss Other
0
Reserves
£223,334
Assets Total Fixed
9750000
Assets Own Use
0
Assets Long Term Investment
9750000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,547,471
Assets Total Liabilities
£1,324,137
Assets Current Investment
0
Assets Total Assets And Liabilities
£9,973,334
Creditors One Year Total Current
383080
Creditors Falling Due After One Year
941057
Assets Cash
£850,296
Funds Endowment
9461916
Funds Unrestricted
511418
Funds Restricted
0
Funds Total
9973334
Count Employees
2
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Barking And Dagenham
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater London
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Essex
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Thurrock
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Southend-on-sea
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Havering
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater London
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Newham
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Greater London
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People

08 Official extract

Charity Event History

Charity Name
FOWLER SMITH AND JONES TRUST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2011-08-31T00:00:00
Assoc Organisation Number
259917
Assoc Registered Charity Number
259917
Assoc Charity Name
FOWLER SMITH AND JONES CHARITABLE TRUST
Charity Name
FOWLER SMITH AND JONES TRUST
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2023-05-11T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
326595
Assoc Registered Charity Number
326595
Assoc Charity Name
THE CARNEGIE CHARITABLE TRUST
Charity Name
FOWLER SMITH AND JONES TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2009-10-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 04/06/2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24/09/2009
Charitable Objects
(A) TO CARRY OUT SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTEDISCRETION THINK FIT(B) WITHOUT PREJUDICE TO THE GENERALITY OF THE PRECEDING SUB-CLAUSE THE INCOME FROM THETRUST FUND SHALL BE APPLIED PRIMARILY IN GRANTS IN AID OF SUCH CHARITABLE FOUNDATIONS AS THETRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION SELECT
Area Of Benefit
UNDEFINED. IN PRACTICE, LOCAL

10 Official extract

Charity Policy

Policy Name
Conflicting interests
Policy Name
Trustee expenses policy and procedures
Policy Name
Risk management
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Internal risk management policy and procedures