THE CASTANEA TRUST
to charites whose activities are to improve the quality of life for ex service personnel and their families,to improve quality of life for children who are sick and to help their wishes come true, to reduce animal suffering and to support care for older people.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds total £11,050,977, an increase from the previous year's £10,823,195. The trustees report that sufficient funds are maintained to meet charitable objectives and consider investments as expendable endowments providing a predictable income stream. No specific reserves policy target is stated, but the trustees aim to utilize income funds for grant-making while maintaining capital for growth.
What the accounts disclose
“It is the policy of the charitable trust that unrestricted funds which are of a capital nature should be maintained as far as possible to achieve future growth whilst those funds of an income nature should be utilised as far as possible to meet the grant making activity.” — page 5
Trustees
- IAN FORSYTH LEE DUNCANchair
- Louise Ann Scholes
- MARK RUPERT FEENY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £233k | £94k |
| 05/04/2024 | £242k | £1.2m |
| 05/04/2023 | £234k | £199k |
| 05/04/2022 | £217k | £296k |
| 05/04/2021 | £310k | £215k |
Common questions
Is THE CASTANEA TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds total £11,050,977, an increase from the previous year's £10,823,195. The trustees report that sufficient funds are maintained to meet charitable objectives and consider investments as expendable endowments providing a predictable income stream. No specific reserves policy target is stated, but the trustees aim to utilize income funds for grant-making while maintaining capital for growth. Its FY2025 accounts were independently examined.