METCALFE SMITH TRUST CIO

Registered charity 1164280 · accounts filings on the Charity Commission register

Metcalfe Smith Trust CIO makes grantsThe objects are for the public benefit to:-(1) advance health by the promotion and protection of the physical and mental health of people in Leeds (2) provide relief for those in need by reason of poverty and ill-health or disability and to provide convalescence for such persons residing permanently or temporarily in the area of benefit.

Objects

THE ONLY OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE FOR THE PUBLIC BENEFIT TO:-(1) ADVANCE HEALTH BY THE PROMOTION AND PROTECTION OF THE PHYSICAL AND MENTAL HEALTH OF PEOPLE RESIDING PERMANENTLY OR TEMPORARILY IN THE METROPOLITAN DISTRICT OF LEEDS ('THE AREA OF BENEFIT').(2) PROVIDE RELIEF FOR THOSE IN NEED BY REASON OF POVERTY AND ILL-HEALTH OR DISABILITY AND TO PROVIDE CONVALESCENCE FOR SUCH PERSONS RESIDING PERMANENTLY OR TEMPORARILY IN THE AREA OF BENEFIT.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity has total net assets of £760,480, comprising a capital fund of £700,300 and an unrestricted income fund of £60,180. The trustees' report confirms the charity has no employees and that trustees receive no remuneration. The reserves policy is to maintain the capital fund intact and distribute the income fund as fully as possible.

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

What the accounts disclose

Accounts independently examined (not a full audit). 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.

• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Investing charity funds policy and procedures
• Investment
• Trustee conflicts of interest policy and procedures

Register events

• Received assets from another charity (12/02/2016) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (12/02/2016) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• BARBARA COMBE
• Jessica Morgan
• Lucy Vernon
• RUTH FAWCETT
• VICTORIA WITTER

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

Operates in: Leeds City

Income and spending

Common questions