THE CATHARINE MARY SCOTT-SMITH WILL TRUST

Registered charity 1120449 · accounts filings on the Charity Commission register · also known as THE CATHERINE MARY SCOTT-SMITH WILL TRUST

GIVES GRANTS TO ASSIST PUPILS TO CONTINUE THEIR STUDIES

Causes: Education/training · Grant history (this charity is a funder) · Get email alerts

Latest income

£146k

Latest spending

£119k

Registered

2007

Accounts read

FY2025

Financial health, per its FY2025 accounts

The trust holds net assets of £911,137, comprising UK investments valued at £1.7 million and cash reserves. The accounts show a net income of £27,163 for the year, with distributions of £225,000 made from undistributed income brought forward. The trust is not dependent on fundraising, as its income derives from investments and interest.

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

What the accounts disclose

Largest income source: Dividends (34% of income)

“Dividends received 49,350” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

ANTONY STEPHEN CAULFIELD
DAVID GUY YOUNG · trustee of 1 other charity
RICHARD JOHN OSTLE · trustee of 1 other charity

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

Operates in: Throughout England

Income and spending

Financial year end	Income	Spending
05/04/2025	£146k	£119k
05/04/2024	£157k	£34k
05/04/2023	£248k	£129k
05/04/2022	£106k	£21k
05/04/2021	£121k	£24k

Common questions

Is THE CATHARINE MARY SCOTT-SMITH WILL TRUST financially healthy?

Per its FY2025 accounts: The trust holds net assets of £911,137, comprising UK investments valued at £1.7 million and cash reserves. The accounts show a net income of £27,163 for the year, with distributions of £225,000 made from undistributed income brought forward. The trust is not dependent on fundraising, as its income derives from investments and interest. Its FY2025 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE DAGNY RAYMOND CHARITABLE TRUST	1	—
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST LAURENCE, NORTHFIELD BIRMINGHAM	1	£12k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE GRANTHAM YORKE TRUST.

THE GRANTHAM YORKE TRUST income £283k
SIR SAMUEL SCOTT OF YEWS TRUST income £153k
THE THEODORE MAXXY CHARITABLE TRUST income £854k
THE CHRISTIAN SCIENCE TRUST IN GREAT BRITAIN income £818k
THE CHARLES LITTLEWOOD HILL TRUST income £184k
CARDIFF FURTHER EDUCATION TRUST FUND income £205k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE CATHARINE MARY SCOTT-SMITH WILL TRUST	£146k	—	unclear	—	no doubt
THE GRANTHAM YORKE TRUST FY2025	£283k	—	unclear	—	no doubt
SIR SAMUEL SCOTT OF YEWS TRUST FY2024	£153k	—	unclear	—	no doubt
THE THEODORE MAXXY CHARITABLE TRUST FY2025	£854k	—	unclear	—	no doubt
THE CHRISTIAN SCIENCE TRUST IN GREAT BRITAIN FY2024	£818k	—	above	—	no doubt
THE CHARLES LITTLEWOOD HILL TRUST FY2025	£184k	—	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.