THE JOHN AND SUSAN BOWERS FUND

Charity number: 266616
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £38,712
Total expenditure: £33,610

People

7 Trustee(s)

8 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Overseas Aid/famine Relief
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 27 November 1973: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Campaigns and political activity policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MR CHRIS BOWERS Chair 12 March 1991
None on record
SEBASTIAN ALAN HUGH JOHNS Trustee 12 October 2019
None on record
Louisa Sarah Elisabeth Flemington Trustee 03 October 2015
None on record
Veryan Gill Trustee 03 October 2015
None on record
JENNIFER ARMITSTEAD Trustee 12 March 2003
None on record
MRS JENNY JOHNS Trustee 12 March 1991
None on record
STEPHEN MARTIN HUGH JOHNS Trustee 12 March 1991
CAMBRIDGE UNIVERSITY MUSICAL SOCIETY
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 05/04/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £37.95k £631.53k £135.36k £51.20k £38.71k
Total expenditure £36.47k £36.57k £135.25k £35.63k £33.61k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A £615.45k N/A N/A N/A
Income - Other trading activities N/A £11 N/A N/A N/A
Income - Charitable activities N/A £0 N/A N/A N/A
Income - Endowments N/A £0 N/A N/A N/A
Income - Investment N/A £14.72k N/A N/A N/A
Income - Other N/A £0 N/A N/A N/A
Income - Legacies N/A £603.02k N/A N/A N/A
Expenditure - Charitable activities N/A £36.57k N/A N/A N/A
Expenditure - Raising funds N/A £0 N/A N/A N/A
Expenditure - Governance N/A £0 N/A N/A N/A
Expenditure - Grants institution N/A £36.57k N/A N/A N/A
Expenditure - Investment management N/A £0 N/A N/A N/A
Expenditure - Other N/A £0 N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 21 November 2024 On Time
Accounts and TAR 31 March 2024 21 November 2024 On Time Download Open in new window
Annual return 31 March 2023 08 November 2023 On Time
Accounts and TAR 31 March 2023 08 November 2023 On Time Download Open in new window
Annual return 31 March 2022 11 November 2022 On Time
Accounts and TAR 31 March 2022 11 November 2022 On Time Download Open in new window
Annual return 31 March 2021 01 February 2022 1 days late
Accounts and TAR 31 March 2021 01 February 2022 1 days late Download Open in new window
Annual return 05 April 2020 30 October 2020 On Time
Accounts and TAR 05 April 2020 30 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 19 JULY 1973 AS SUPPLEMENTED BY DEED OF 3 DECEMBER 1990, AMENDED BY ORDER OF 29 NOVEMBER 2004 AND SPECIAL RESOLUTION OF 13 FEBRUARY 2005.

Charitable 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

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
5 GREENACRES DRIVE
RINGMER
LEWES
BN8 5LZ
Phone:
01273813331
Email:
jsbf@gn.apc.org
Website:

No information available