THE CHARIS TRUST
Financial health, per its FY2024 accounts
The accounts state that unrestricted free reserves were £6,389,186, which the trustees consider sufficient to meet long-term needs. The charity reported a net expenditure of £346,975 for the year, largely driven by significant grant-making activities totaling £1,854,329. The auditors confirmed that the use of the going concern basis of accounting was appropriate with no material uncertainties identified.
What the accounts disclose
“During the year the charity received gifts, that included Gift Aid recovered, of £1,500,000 (2023 - £nil) from A C Green and Mrs J M Green who are trustees of the charity.” — page 25
“The charity made the following grants to related parties: Family in Trust £154,020 (2023 - £123,164) - related by virtue of the fact that A Barker and A C Green are trustees of both charities.”
“During the year the charity received gifts, that included Gift Aid recovered, of £1,500,000 (2023 - £nil) from A C Green and Mrs J M Green who are trustees of the charity.” — page 25
“The charity made the following grants to related parties: Family in Trust £154,020 (2023 - £123,164) - related by virtue of the fact that A Barker and A C Green are trustees of both charities.”
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (27/02/2013)
Trustees
- ANDREW CHARLES GREENchair
- ANDREW BARKER
- JANE MARY GREEN
- JONATHAN PAUL BONIFACE HARRIS
- Joseph John Marshall Bird
- Matthew James Fitzsimmonds-Taylor
- RICHARD JOHN GREEN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £591k | £996k |
| 31/03/2024 | £1.8m | £1.9m |
| 31/03/2023 | £188k | £1.5m |
| 31/03/2022 | £161k | £1.4m |
| 31/03/2021 | £79k | £715k |
Common questions
Is THE CHARIS TRUST financially healthy?
The accounts state that unrestricted free reserves were £6,389,186, which the trustees consider sufficient to meet long-term needs. The charity reported a net expenditure of £346,975 for the year, largely driven by significant grant-making activities totaling £1,854,329. The auditors confirmed that the use of the going concern basis of accounting was appropriate with no material uncertainties identified. Its FY2024 accounts were audited by Goldwyns Limited.