THE LAWSON TRUST CIO
The CIO is a grant making charity concentrating support to organisations in the south east of England. The trustees concentrate their support on the following:? Arts and Heritage? Education? Environment? Health? Social & economic disadvantageThe trustees do not support:? Individuals? Non registered charities? Overseas charities? Political parties? Promotion of religion
Financial health, per its FY2025 accounts
The accounts state that the Charity reported a net expenditure of £518,975 for the year ended 31 March 2025, driven by investment losses and grant distributions. Per the trustees' report, unrestricted reserves (the general fund) stood at £115,889, which the trustees estimate provides sufficient funds to enable the Charity to function for a six-month period. The Charity maintains a large designated capital fund of £20,545,796 to support its long-term investment strategy and grant-making objectives.
What the accounts disclose
“These reserves provide the funds to enable the Charity to function for a six-month period which the trustees estimate at £75,000.”
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (22/09/2020)
Trustees
- Antony Michael Hooper
- Katharine Lewis
- MICHAEL ANTHONY NORRIE
- Paul Robert Alexander Marsh
- Robert Andrew Blundell
- Sarah Alexandra Hill
- Sarah Playle
- Zina Hunt
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £676k | £803k |
| 31/03/2024 | £784k | £895k |
| 31/03/2023 | £720k | £793k |
| 31/03/2022 | £1.0m | £1.3m |
| 31/03/2021 | £1.2m | £522k |
Common questions
Is THE LAWSON TRUST CIO financially healthy?
Per its FY2025 accounts: The accounts state that the Charity reported a net expenditure of £518,975 for the year ended 31 March 2025, driven by investment losses and grant distributions. Per the trustees' report, unrestricted reserves (the general fund) stood at £115,889, which the trustees estimate provides sufficient funds to enable the Charity to function for a six-month period. The Charity maintains a large designated capital fund of £20,545,796 to support its long-term investment strategy and grant-making objectives. Its FY2025 accounts were audited by Saffery LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| VARGA FAMILY FOUNDATION | 1 | — |
| UBS UK Donor-Advised Foundation | 1 | £115k |
| TERRACE LIMITED | 1 | £65k |
| BC Partners Foundation | 1 | £1k |
Charities like this
- THE ENGLISH REGION OF THE DAUGHTERS OF MARY AND JOSEPH CIO
- THE CAROLE AND GEOFFREY LAWSON FOUNDATION
- JCD FOUNDATION
- THE ANGUS LAWSON MEMORIAL TRUST
- SHREE LOHANA MAHAJAN LEICESTER CIO
- THE GALE FOUNDATION TRUST CIO
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LAWSON TRUST CIO | £676k | — | 0 | unclear | — | no doubt |
| THE ENGLISH REGION OF THE DAUGHTERS OF MARY AND JOSEPH CIO | £1.7m | — | 0 | unclear | — | no doubt |
| THE CAROLE AND GEOFFREY LAWSON FOUNDATION | £466k | — | 0 | unclear | — | no doubt |
| JCD FOUNDATION | £2.1m | — | 0 | unclear | — | no doubt |
| THE ANGUS LAWSON MEMORIAL TRUST | £540k | — | 0 | unclear | — | no doubt |
| SHREE LOHANA MAHAJAN LEICESTER CIO | £247k | — | 0 | unclear | — | noted |