What is the financial size of FOWLER SMITH AND JONES TRUST?

FOWLER SMITH AND JONES TRUST is classified as a medium charity. In the latest financial year, they reported a total income of £842,504 and total expenditure of £758,558.

How does FOWLER SMITH AND JONES TRUST allocate its spending?

For every pound spent, approximately 86.6% goes directly to charitable activities. The remaining 13.4% is spent on raising funds and administration. This is lower than the median for similar-sized charities (98.5%).

What is the workforce structure of FOWLER SMITH AND JONES TRUST?

FOWLER SMITH AND JONES TRUST employs 2 staff members and is supported by 0 volunteers.

Does FOWLER SMITH AND JONES TRUST receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does FOWLER SMITH AND JONES TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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FOWLER SMITH AND JONES TRUST

#1132249

Charitable company•Medium•Registered

www.fsjtrust.org.uk

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.

Registered address

THIRD FLOOR, MARLBOROUGH HOUSE, VICTORIA ROAD SOUTH, CHELMSFORD, ESSEX, CM1 1LN

Latest HighlightsFY 2024

Income

All sources

£842,504

Expenditure

All activities

£758,558

Net Reserves

Unrestricted funds

£683,741

Total Assets

Gross assets

£10,088,310

Working Capital

Liquidity

£215,986

Benchmark Performance

Comparing against 42,435 similar medium charities

Compare vs:

Reserve Runway

10.8 months

Median: 4.3 monthsAround typical

Income Growth (1yr)

13.8%

Median: 1.4%Around typical

Spending Efficiency

86.6%

Median: 98.5%Below typical

Income Concentration

88.2%

Median: 86.5%Around typical

Fundraising ROI

8.3x

Median: 22.7xAround typical

Income Volatility

7.3%

Median: 17.9%Top quartile

Self-Generated Income

93.7%

Median: 41.9%Around typical

3-Year Income CAGR

4.8%

Median: 1.6%Around typical

Efficiency & Health

Charitable Spending

86.6%

Fundraising Eff.

% income retained

8.3%

Governance Cost

% of expenditure

1.6%

Grant Making

% given away

86.5%

Debt Ratio

% of assets

2.5%

Survival Ratio

Months of reserves

10.8 months

Income Profile

Donations & Legacies

% of income

6.3%

Government Reliance

% of income

Largest Source

Primary income

Investments

Diversification

HHI: 8824

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

13.8%↑

Income CAGR (3yr)

Compound growth

4.8%

Volatility

Stable

7.3%

Reserves Trend

Direction

Building

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£421,252

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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