THE CASEY TRUST
Financial health, per its FY2025 accounts
The accounts state that free unrestricted reserves stood at £4,283,825, an increase from the previous year's £4,225,391. The charity relies on investment returns to fund its activities and grants, with total income of £130,488 and total expenditure of £133,080 resulting in a slight decrease in net funds for the year. The trustees confirm adequate resources for the foreseeable future, indicating stable financial health despite the minor deficit in the current year's operational flow.
What the accounts disclose
“The trustees aim to maintain free reserves in unrestricted funds at a level sufficient to generate investment returns in order that grants and awards payable may be kept at the current levels without utilising the accumulated capital of the Trust.” — page 4
Trustees
- BENJAMIN SHORTENchair
- ALEX KRIKLER
- Lucy Smouha
- SAM HOWARD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £130k | £133k |
| 30/06/2024 | £131k | £164k |
| 30/06/2023 | £109k | £116k |
| 30/06/2022 | £106k | £129k |
| 30/06/2021 | £88k | £129k |
Common questions
Is THE CASEY TRUST financially healthy?
The accounts state that free unrestricted reserves stood at £4,283,825, an increase from the previous year's £4,225,391. The charity relies on investment returns to fund its activities and grants, with total income of £130,488 and total expenditure of £133,080 resulting in a slight decrease in net funds for the year. The trustees confirm adequate resources for the foreseeable future, indicating stable financial health despite the minor deficit in the current year's operational flow. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MAKERS OF PLAYING CARDS CHARITY | 1 | — |
| The Ethos Foundation | 1 | £1.8m |
| B&Q Foundation | 1 | £210k |
| THE WESTMINSTER FOUNDATION | 1 | £152k |
| THE KPMG FOUNDATION | 1 | £92k |
| THE HABERDASHERS' FOUNDATION | 1 | £75k |
| The Caring Family Foundation | 1 | £70k |
| EDUCATIONAL OPPORTUNITY FOUNDATION | 1 | £55k |