THORNTON-SMITH AND PLEVINS TRUST
Making of educational grants to young people, generally in the age range 16-19, who are in distressed circumstances.
Objects
SEE INDIVIDUAL CONSTITUENTS
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.
What the accounts disclose
“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
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
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
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).
Trustees
- Martin Robin Graychair
- Charles Sydney Fowle
- Charles William Smyth-Osbourne
- FIONA ELSIE TENNICK
- Flora Lyon
- Martin Anthony Cranmer Humphreys
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BMTA TRUST | 1 | £50k |
Charities like this
- THETFORD EDUCATIONAL FOUNDATION TRUST
- TEACHERS GROUP EDUCATIONAL TRUST
- PENNTHORPE SCHOOL TRUST LIMITED
- EDWIN JOHN THOMPSON MEMORIAL FUND
- TENDRING DISTRICT SCOUT COUNCIL
- THE TAVENER CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THORNTON-SMITH AND PLEVINS TRUST | £458k | — | 0 | unclear | — | no doubt |
| THETFORD EDUCATIONAL FOUNDATION TRUST | £79k | — | 0 | unclear | — | no doubt |
| TEACHERS GROUP EDUCATIONAL TRUST | £179k | — | 0 | unclear | — | no doubt |
| PENNTHORPE SCHOOL TRUST LIMITED | £3.9m | £100,000 - £109,999 | 4 | below | — | no doubt |
| EDWIN JOHN THOMPSON MEMORIAL FUND | £34k | — | 0 | unclear | — | no doubt |
| TENDRING DISTRICT SCOUT COUNCIL | £96k | — | 0 | unclear | — | no doubt |