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.
Objects
TO ADVANCE FOR THE PUBLIC BENEFIT ANY PURPOSE WHICH IS EXCLUSIVELY CHARITABLE AT LAW
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
Policies the charity declares
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
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.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ORR MACKINTOSH FOUNDATION LIMITED | 1 | £10k |
| THE SUNRISE (SIDMOUTH) CHARITABLE TRUST | 1 | £10k |
| THE LORD FARINGDON CHARITABLE TRUST | 1 | £6k |
| JOHN SWIRE 1989 CHARITABLE TRUST | 1 | £1k |
| THE HASLUCK CHARITABLE TRUST | 1 | £1k |
| AFPA TRUST | 1 | £500 |
Charities like this
- THE CINNAMON TRUST
- THE CASCIA TRUST
- THE NANI HUYU CHARITABLE TRUST
- THE CAISTER CASTLE TRUST
- THE OSTACCHINI FAMILY CHARITABLE TRUST
- WHITLEY ANIMAL PROTECTION TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE CASTANEA TRUST | £233k | — | 0 | unclear | — | no doubt |
| THE CINNAMON TRUST | £8.7m | — | — | above | — | no doubt |
| THE CASCIA TRUST | £312k | — | 0 | unclear | — | no doubt |
| THE NANI HUYU CHARITABLE TRUST | £293k | — | 0 | unclear | — | no doubt |
| THE CAISTER CASTLE TRUST | £909k | — | 0 | unclear | — | no doubt |
| THE OSTACCHINI FAMILY CHARITABLE TRUST | £168k | £59,733 | 1 | unclear | — | no doubt |