THE CHARITIES ADVISORY TRUST
To;- promote charitable giving through Card Aid and the Good Gifts Catalogue- provide opportunities to help others through volunteering (Knit for Peace - knitting for those in need at home and abroad)- provide advice and practical help to charities to enable them to be more effective. - create and fund income generating activities which provide employment and are sustainable.
Objects
(1) RELIEVE POVERTY THROUGHOUT THE WORLD (2) ADVANCE EDUCATION (3) PRESERVE BUILDINGS AND MONUMENTS OF ARCHITECTURAL MERIT (4) ASSIST CHARITIES SO THAT THEY MAY MAKE BETTER USE OF THEIR ASSETS AND RESOURCES BOTH GENERALLY AND IN RELATION TO TRADING AND/OR FUNDRAISING ACTIVITIES ON THEIR BEHALF (5) TO ADVANCE ANY OTHER CHARITABLE PURPOSES AS DEFINED IN SECTION 97(1) CHARITIES ACT 1993
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £38,902 for the year, resulting in a decrease in total funds from £2,570,929 to £2,532,027. The trustees confirmed that unrestricted reserves of £301,597 are sufficient to meet foreseeable needs and risks, and the accounts were prepared on a going concern basis with no material uncertainties identified by the auditors.
What the accounts disclose
“One employee received total emoluments, excluding employer national insurance and pension contributions, in excess of £60,000 within the band £70,000 - £80,000.” — page 22
“One employee received total emoluments, excluding employer national insurance and pension contributions, in excess of £60,000 within the band £70,000 - £80,000.” — page 22
“Total Income 65,409 283,743 349,152 364,997” — page 14
“The current level of reserves is considered sufficient to meet foreseeable needs and risks, taking account of planned expenditure and anticipated income.” — page 6
“Mr Russell received remunerated £6,000 through Ashben Ltd for the year ended 30 June 2025.”
“The Charity has a subsidiary called Greenway Hotels Private Limited, a company registered in India, established to preserve historic buildings by refurbishing them for sustainable use in tourist ventures.” — page 29
Year-over-year changes
- Top pay band moved from £90,000 - £100,000 (FY2024) to £70,001 - £80,000 (FY2025).
- Employees paid over £60,000: 2 (FY2024) → 1 (FY2025).
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/06/2025
- Volunteers: 3,771
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2024
- Volunteers: 40,000
- Employees paid over £60,000: 2 (£70,001–£80,000: 1; £90,001–£100,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2023
- Volunteers: 40,000
- Employees paid over £60,000: 2 (£70,001–£80,000: 1; £90,001–£100,000: 1)
- 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 30/06/2022 (received 10/05/2023, 10 days after the 30/04/2023 due date).
Structured financials (annual return, FY ending 30/06/2023)
Trustees
- DAVID RUSSELL
- Rowena Dunn
- Sandra Fontano
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £349k | £436k |
| 30/06/2024 | £365k | £568k |
| 30/06/2023 | £547k | £747k |
| 30/06/2022 | £714k | £764k |
| 30/06/2021 | £609k | £725k |
Common questions
Is THE CHARITIES ADVISORY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £38,902 for the year, resulting in a decrease in total funds from £2,570,929 to £2,532,027. The trustees confirmed that unrestricted reserves of £301,597 are sufficient to meet foreseeable needs and risks, and the accounts were prepared on a going concern basis with no material uncertainties identified by the auditors. Its FY2025 accounts were audited by Knox Cropper LLP.
What does the highest-paid employee of THE CHARITIES ADVISORY TRUST earn?
Per its FY2025 accounts, the highest-paid employee was in the £70,001 - £80,000 band, and 1 employees earned over £60,000.
Who funds THE CHARITIES ADVISORY TRUST?
Funders whose own accounts filings name THE CHARITIES ADVISORY TRUST as a grant recipient include SURVIVORS FUND (SURF).
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| SURVIVORS FUND (SURF) | FY2021 | £79k | Good Gifts Project |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 03/03/2021 | £95k | Knit for Peace |
| The National Lottery Community Fund | 10/12/2015 | £50k | Knit for Peace |
Funders of similar charities
Charities like this
- THE INSURANCE CHARITIES
- THE M Y A CHARITABLE TRUST
- HELP THE NEEDY CHARITABLE TRUST
- GIVE A GIFT
- THE P27 TRUST
- COMMUNITY MONEY ADVICE LTD
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE CHARITIES ADVISORY TRUST | £349k | £70,001 - £80,000 | 1 | above | — | no doubt |
| THE INSURANCE CHARITIES | £866k | £100,001 - £110,000 | — | unclear | — | no doubt |
| THE M Y A CHARITABLE TRUST | £88k | — | 0 | unclear | — | no doubt |
| HELP THE NEEDY CHARITABLE TRUST | £2.6m | — | 0 | unclear | — | no doubt |
| GIVE A GIFT | £671k | — | 0 | below | — | no doubt |
| THE P27 TRUST | £963k | — | 0 | unclear | — | no doubt |