Charity Accounts Intelreading the accounts so you don’t have to

THE CAZENOVE CHARITABLE TRUST

Registered charity 1086899 · accounts filings on the Charity Commission register

The trust primarily supports charitable fundraising by funding a match giving scheme whereby money raised for charity by employees and retired employees of JP Morgan Cazenove and Cazenove Capital management is matched with an equal donation from the Trust (up to -À500 per person per annum).

Objects

FOR SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Get email alerts

Latest income
£87k
Latest spending
£80k
Registered
2001
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £3,809,262, with no minimum reserves policy established by the Trustees. The charity generated a net income of £7,791 from operations and a significant investment gain of £316,785, resulting in a total net movement in funds of £324,576 for the year. The Trustees confirm the charity is a going concern with adequate resources to continue operational existence for at least 12 months.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: no minimum level of reserves (held: £3.8m)
“There is no minimum level of reserves which the Trustees seek to maintain.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Cazenove Capital met the cost of insurance for the Trust's assets.
“The cost of insurance for those assets owned by the Trust has been met by Cazenove Capital.”
“The Trustees are responsible for the running of the Trust with some administrative support, principally from the Cazenove Association (‘Cazenove Capital’)”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Administrative support provided by Cazenove Association.
“The cost of insurance for those assets owned by the Trust has been met by Cazenove Capital.”
“The Trustees are responsible for the running of the Trust with some administrative support, principally from the Cazenove Association (‘Cazenove Capital’)”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Ernst & Young LLP. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2025£87k£80k
31/12/2024£80k£89k
31/12/2023£77k£149k
31/12/2022£74k£108k
31/12/2021£57k£65k

Common questions

Is THE CAZENOVE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £3,809,262, with no minimum reserves policy established by the Trustees. The charity generated a net income of £7,791 from operations and a significant investment gain of £316,785, resulting in a total net movement in funds of £324,576 for the year. The Trustees confirm the charity is a going concern with adequate resources to continue operational existence for at least 12 months. Its FY2025 accounts were audited by Ernst & Young LLP.