THE CHARTERED SECRETARIES' CHARITABLE TRUST
Latest income
£238k
Latest spending
£315k
Registered
2013
Accounts read
FY2024
Financial health, per its FY2024 accounts
The accounts state that unrestricted reserves were £17,295, which is below the trustees' stated prudent target of £4 million for the Benevolent Fund. The charity reported a net asset growth to £5,766,366, supported by investment gains, and confirmed there are no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
Reserves policy: at least £4 million (held: £17k)
“Trustees consider it prudent to maintain Benevolent Fund reserves of at least £4 million.” — page 19
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Trustees made small donations.
“Total donations received during the year from trustees was £10” — page 49
Per its FY2024 accounts as filed with the Charity Commission.
Trustees
- MR F E CURTISS FCG FCMAchair
- Claire Louise Robson FCG
- Derek John Lewis LLB FCG
- Lisa Melanie Sunner FCG
- MR A P THEAKSTON FCG
- MR I J BURGER FCG
- Victoria Margaret Penrice FCG
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/07/2025 | £238k | £315k |
| 31/07/2024 | £290k | £242k |
| 31/07/2023 | £180k | £206k |
| 31/07/2022 | £7k | £305k |
| 31/07/2021 | £36k | £240k |
Common questions
Is THE CHARTERED SECRETARIES' CHARITABLE TRUST financially healthy?
The accounts state that unrestricted reserves were £17,295, which is below the trustees' stated prudent target of £4 million for the Benevolent Fund. The charity reported a net asset growth to £5,766,366, supported by investment gains, and confirmed there are no material uncertainties regarding its ability to continue as a going concern. Its FY2024 accounts were audited by HaysMac LLP.