THORNTON-SMITH AND PLEVINS TRUST

Registered charity 1137196 · accounts filings on the Charity Commission register · also known as THORNTON-SMITH AND PLEVINS TRUSTS

Making of educational grants to young people, generally in the age range 16-19, who are in distressed circumstances.

Objects

SEE INDIVIDUAL CONSTITUENTS

Area of benefit: SEE INDIVIDUAL CONSTITUENTS

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 · website · Get email alerts

Latest income
£458k
Latest spending
£763k
Registered
2010
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds increased to £20,508,436, driven by significant investment gains of £1,653,877 which offset a net operational deficit. Unrestricted reserves stood at £19,438,531, providing substantial liquidity relative to the charity's annual expenditure of £763,455. The trustees report that the charity is dependent on investment income and has no material uncertainties regarding its ability to continue as a going concern.

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

What the accounts disclose

Reserves policy: maintain the real value of the endowment (reserves figure: £19.4m)
“The Trustees’ policy is to maintain the real value of the endowment, distributing the return in excess of this by way of grants. To implement this policy, Trustees set an annual distribution ceiling of 3.5% of the Trust’s portfolio value” — page 7
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Mercer & Hole LLP. Discloses 5 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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/07/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/07/2024

  • Volunteers: 6
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/07/2023

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 3 were received after the due date: year ending 31/07/2024 (received 21/10/2025, 143 days after the 31/05/2025 due date); year ending 31/07/2023 (received 25/03/2025, 298 days after the 31/05/2024 due date); year ending 31/07/2021 (received 31/03/2023, 304 days after the 31/05/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

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
31/07/2025£458k£763k
31/07/2024£447k£558k
31/07/2023£367k£321k
31/07/2022£373k£339k
31/07/2021£352k£361k

Common questions

Is THORNTON-SMITH AND PLEVINS TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total funds increased to £20,508,436, driven by significant investment gains of £1,653,877 which offset a net operational deficit. Unrestricted reserves stood at £19,438,531, providing substantial liquidity relative to the charity's annual expenditure of £763,455. The trustees report that the charity is dependent on investment income and has no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were audited by Mercer & Hole LLP.

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.

FunderSimilar charities fundedAmount to them
THE BMTA TRUST1£50k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THETFORD EDUCATIONAL FOUNDATION TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THORNTON-SMITH AND PLEVINS TRUST£458k—0unclear—no doubt
THETFORD EDUCATIONAL FOUNDATION TRUST FY2025£79k—0unclear—no doubt
TEACHERS GROUP EDUCATIONAL TRUST FY2025£179k—0unclear—no doubt
PENNTHORPE SCHOOL TRUST LIMITED FY2025£3.9m£100,000 - £109,9994below—no doubt
EDWIN JOHN THOMPSON MEMORIAL FUND FY2025£34k—0unclear—no doubt
TENDRING DISTRICT SCOUT COUNCIL FY2026£96k—0unclear—no doubt

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