THE CATHARINE MARY SCOTT-SMITH WILL TRUST
Financial health, per its FY2023 accounts
The accounts state that the trust holds net assets of £911,135, comprising UK investments with a market value of £1,894,164 and cash of £122,767, offset by creditors of £919,409. The trust generated a net income of £214,850 from investment returns, after deducting expenses of £19,780 and a loss on sale of investments of £32,930. Undistributed income carried forward increased to £915,129 following distributions of £95,703 made during the year.
What the accounts disclose
Trustees
- ANTONY STEPHEN CAULFIELD
- DAVID GUY YOUNG
- RICHARD JOHN OSTLE
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?
The accounts state that the trust holds net assets of £911,135, comprising UK investments with a market value of £1,894,164 and cash of £122,767, offset by creditors of £919,409. The trust generated a net income of £214,850 from investment returns, after deducting expenses of £19,780 and a loss on sale of investments of £32,930. Undistributed income carried forward increased to £915,129 following distributions of £95,703 made during the year. Its FY2023 accounts were independently examined.