CLARK FOUNDATION

Charity number: 1179639
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Making grants for capital projects to organisations which are located close to where C & J Clark Ltd employees, ex employees, pensioners and their dependents live. Occasionally grants for startup costs but not to individuals nor for running costs. Examples of recipients of recent grants have included schools, hospitals, community facilities, sports, village halls, preservation etc

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £252,700
Total expenditure: £628,362

People

5 Trustee(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:
  • Education/training
  • Disability
  • Other Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • India
  • Northern Ireland
  • Portugal
  • Scotland
  • United States
  • Vietnam

Governance

Registration history:
  • 22 August 2018: CIO registration
  • 12 February 2025: Funds received from 313143 CLARK FOUNDATION
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • 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
  • Paying staff
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GLORIA JANE CLARK Chair 22 August 2018
C AND J CLARK LIMITED EMPLOYEES 1922 TRUST
Received: On time
GENETIC ALLIANCE UK LTD
Received: On time
Sebastian Edwards Trustee 23 November 2023
C AND J CLARK LIMITED EMPLOYEES 1922 TRUST
Received: On time
Peter Drew Trustee 01 July 2020
C AND J CLARK LIMITED EMPLOYEES 1922 TRUST
Received: On time
Cllr Martin Lovell Trustee 22 August 2018
STREET LIBRARY TRUST
Received: On time
SOMERSET BUILDING PRESERVATION TRUST COMPANY LIMITED
Received: On time
C AND J CLARK LIMITED EMPLOYEES 1922 TRUST
Received: On time
P AND M LOVELL CHARITABLE TRUST
Received: On time
THE ALFRED GILLETT TRUST
Received: On time
THE CRISPIN HALL TRUST
Received: On time
MID-SOMERSET ORCHESTRA
Recently registered
THE ROGER AND SARAH BANCROFT CLARK CHARITABLE TRUST
Received: On time
THE CLAVERHAM MEETING HOUSE TRUST
Received: On time
JUDITH ENID DERBYSHIRE Trustee 22 August 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £11.89m £196.12k £207.24k £240.38k £252.70k
Total expenditure £296.23k £282.12k £532.87k £347.49k £628.36k
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 £0 N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £242.54k N/A N/A N/A N/A
Income - Other £11.64m N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £296.23k N/A N/A N/A N/A
Expenditure - Raising funds £0 N/A N/A N/A N/A
Expenditure - Governance £0 N/A N/A N/A N/A
Expenditure - Grants institution £0 N/A N/A N/A N/A
Expenditure - Investment management £0 N/A N/A N/A N/A
Expenditure - Other £0 N/A 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 10 January 2025 On time
Accounts and TAR 31 March 2024 10 January 2025 On time Download Open in new window
Annual return 31 March 2023 21 December 2023 On time
Accounts and TAR 31 March 2023 21 December 2023 On time Download Open in new window
Annual return 31 March 2022 11 January 2023 On time
Accounts and TAR 31 March 2022 11 January 2023 On time Download Open in new window
Annual return 31 March 2021 27 January 2022 On time
Accounts and TAR 31 March 2021 27 January 2022 On time Download Open in new window
Annual return 31 March 2020 29 January 2021 On time
Accounts and TAR 31 March 2020

(These accounts
have been qualified)

29 January 2021 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.

CIO - FOUNDATION Registered 22 Aug 2018

Charitable objects

THE OBJECTS OF THE CIO ARE TO APPLY THE FUNDS OF THE CIO IN ONE OR MORE OF THE FOLLOWING WAYS: (1) IN ASSISTING ANY PERSONS OF THE DESCRIPTION HEREINAFTER DESIGNATED WHO ARE DESIROUS OF EDUCATING THEMSELVES OR OBTAINING TUITION THEREFOR BUT WHOSE MEANS ARE INSUFFICIENT OR WILL NOT ALLOW THEIR OBTAINING SUCH EDUCATION OR TUITION AT THEIR OWN EXPENSE TO ATTEND UNIVERSITIES, SCHOOLS, COLLEGES, INSTITUTIONS OR CLASSES FOR THE PURPOSES OF EDUCATION BY PAYING OR MAKING CONTRIBUTIONS TOWARDS THEIR FEES OR TRAVELLING OR OTHER INCIDENTAL EXPENSES OR BY PROVIDING THEM WITH MAINTENANCE ALLOWANCES; (2) IN OTHERWISE PROMOTING THE EDUCATION OF ANY PERSONS; (3) IN ASSISTING ANY PERSONS WHO FROM AGE, ILL-HEALTH, ACCIDENT OR INFIRMITY ARE WHOLLY OR IN PART UNABLE TO MAINTAIN THEMSELVES BY THEIR OWN EXERTIONS; (4) IN PROVIDING OR ASSISTING IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION OF ANY PERSONS, SUCH FACILITIES BEING PROVIDED FOR THE PUBLIC BENEFIT AND IN THE INTEREST OF SOCIAL WELFARE IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 1 OF THE RECREATIONAL CHARITIES ACT 1958 AS SET OUT IN SUB-SECTION 2 OF THAT SECTION.

Contact information

Address:
CLARK FOUNDATION
40 HIGH STREET
STREET
SOMERSET
BA16 0EQ
Phone:
01172405583
Email:
trustgrants@clarks.com
Website:

No information available