THE CHARTERED SECRETARIES' CHARITABLE TRUST

Registered charity 1152784 · accounts filings on the Charity Commission register

The Chartered Secretaries' Charitable Trust serves The Chartered Governance Institute UK & Ireland members, graduates, students, employees and their families who are in need by providing appropriate assistance, facilitates research to increase good governance for the benefit of the public and encourages the expertise of those in the field of governance with bursaries and prizes.

Causes: Education/training · The Prevention Or Relief Of Poverty · Other Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£238k

Latest spending

£315k

Registered

2013

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net movement in funds of a loss of £110,710 for the year ended 31 July 2025, driven by charitable expenditure exceeding income. Per the trustees' report, unrestricted reserves stood at £16,838, while the charity maintains a prudent policy to hold Benevolence Fund reserves of at least £4 million. The trustees confirmed there are no material uncertainties regarding the charity's 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: at least £4 million (held: £17k)

“Trustees consider it prudent to maintain Benevolent Fund reserves of at least £4 million.” — page 19

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The Chartered Governance Institute UK & Ireland (CGIUKI) provides services including staff and administration support. Costs for time spent and services provided are charged through a management charge and the recharge of salary costs. During the year, CGIUKI charged the Trust a management charge of £31,453 (2024: - £22,242) for its share of administration costs and £60,566 (2024: - £79,046) in respect of staff salaries. An amount of £3,459 (2024: - £nil) was owed to CGIUKI as at the balance sheet date and shown within Trade Creditors per Note 14.

“The Chartered Governance Institute UK & Ireland (CGIUKI) provides services including staff and administration support. Costs for time spent and services provided are charged through a management charge and the recharge of salary costs. During the year, CGIUKI charged the Trust a management charge of £31,453 (2024: - £22,242) for its share of administration costs and £60,566 (2024: - £79,046) in respect of staff salaries. An amount of £3,459 (2024: - £nil) was owed to CGIUKI as at the balance sheet date and shown within Trade Creditors per Note 14.” — page 50

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by HaysMac LLP. Discloses 5 of 6 completeness components.

Corporate structure

Registered company of the charity Companies House 08602517

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

SUNNER, Lisa Melanie — director, appointed 17/11/2025not on trustee list
PENRICE, Victoria Margaret — director, appointed 21/11/2023not on trustee list
LEWIS, Derek John — director, appointed 19/07/2023not on trustee list
ROBSON, Claire Louise — director, appointed 14/05/2019not on trustee list
THEAKSTON, Alan Phillip — director, appointed 20/08/2014not on trustee list
CURTISS, Francis Edward — director, appointed 09/07/2013not on trustee list
BURGER, Ian John — director, appointed 09/07/2013not on trustee list
SCIGALSKA, Clair Louise — secretary, appointed 01/08/2022

Official officers record.

Public profiles (found on the charity’s own website): facebook

Trustees · trustee networks

MR F E CURTISS FCG FCMAchair · trustee of 3 other charities
Claire Louise Robson FCG
Derek John Lewis LLB FCG · trustee of 2 other charities
Lisa Melanie Sunner FCG · trustee of 1 other charity
MR A P THEAKSTON FCG · trustee of 1 other charity
MR I J BURGER FCG
Victoria Margaret Penrice FCG

Trustee list from the Charity Commission register (current, not historical).

Operates in: France · India · Ireland · Isle Of Man · Kenya · Malaysia · Mauritius · New Zealand · Northern Ireland · Scotland · Sri Lanka · Throughout England And Wales

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?

Per its FY2025 accounts: The accounts state that the charity reported a net movement in funds of a loss of £110,710 for the year ended 31 July 2025, driven by charitable expenditure exceeding income. Per the trustees' report, unrestricted reserves stood at £16,838, while the charity maintains a prudent policy to hold Benevolence Fund reserves of at least £4 million. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by HaysMac LLP.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE COMPANY OF CHARTERED SURVEYORS CHARITABLE TRUST FUND (1992).

THE COMPANY OF CHARTERED SURVEYORS CHARITABLE TRUST FUND (1992) income £463k
THE ASSOCIATION OF COLLEGES CHARITABLE TRUST income £314k
THE IRON BRIDGE TRUST income £390k
THE E C SOSNOW CHARITABLE TRUST income £115k
THE SCS TRUST income £166k
CHARTERED ACCOUNTANTS' LIVERY CHARITY income £318k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE CHARTERED SECRETARIES' CHARITABLE TRUST	£238k	—	unclear	—	no doubt
THE COMPANY OF CHARTERED SURVEYORS CHARITABLE TRUST FUND (1992) FY2025	£463k	—	unclear	0.0%	no doubt
THE ASSOCIATION OF COLLEGES CHARITABLE TRUST FY2025	£314k	—	unclear	—	no doubt
THE IRON BRIDGE TRUST FY2025	£390k	—	unclear	—	no doubt
THE E C SOSNOW CHARITABLE TRUST FY2025	£115k	—	unclear	—	no doubt
THE SCS TRUST FY2024	£166k	—	within	—	no doubt

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