THE ELIZABETH CASSON TRUST

Registered charity 227166 · accounts filings on the Charity Commission register

The furtherance of the profession of Occupational Therapy through education, training and research

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£311k

Latest spending

£428k

Registered

1963

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust reported an operating deficit of £117,361 for the year ended 31 August 2025, driven by charitable expenditure exceeding investment income. Despite this deficit, total unrestricted and endowment funds increased to £9,403,787, supported by net gains on investments of £179,552. The trustees confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

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

What the accounts disclose

Reserves policy: maintain, in real terms, an investment portfolio to generate sufficient income to fund its grant making and commissioning activities, and to cover its administration and operating costs (held: £9.4m)

“The Trust's medium to long term objective is to maintain, in real terms, an investment portfolio to generate sufficient income to fund its grant making and commissioning activities, and to cover its administration and operating costs.” — page 13

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Bronsens. Discloses 5 of 6 completeness components.

Trustees · trustee networks

Adetokunbo Odutayo
Caroline Lane
Dr Charles Song Yau Chung
Dr Matumo Motsielehi Catherine Ramafikeng
Dr Rebecca Emily Khanna · trustee of 1 other charity
Dr Vimal Sriram
Edward Olaniyi Vera-Cruz
Helen Elizabeth Roberts · trustee of 2 other charities
Phillip Jasper James Lennon
Professor Avril Elizabeth Roberta Drummond
Professor Jane Melton
Professor Yeliz Prior
Samantha Louise Shann
Sarah Maris-Shaw

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/08/2025	£311k	£428k
31/08/2024	£299k	£334k
31/08/2023	£278k	£475k
31/08/2022	£267k	£363k
31/08/2021	£260k	£303k

Common questions

Is THE ELIZABETH CASSON TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust reported an operating deficit of £117,361 for the year ended 31 August 2025, driven by charitable expenditure exceeding investment income. Despite this deficit, total unrestricted and endowment funds increased to £9,403,787, supported by net gains on investments of £179,552. The trustees confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Bronsens.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SCOTT (EREDINE) CHARITABLE TRUST.

SCOTT (EREDINE) CHARITABLE TRUST income £618k
THE CONSTANCE TRAVIS CHARITABLE TRUST income £3.3m
INVESTREAM CHARITABLE TRUST income £153k
AMAR-FRANSES AND FOSTER-JENKINS TRUST income £420k
THE CASCIA TRUST income £312k
SIR JULES THORN CHARITABLE TRUST income £1.9m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE ELIZABETH CASSON TRUST	£311k	—	0	unclear	—	no doubt
SCOTT (EREDINE) CHARITABLE TRUST FY2024	£618k	—	0	above	—	no doubt
THE CONSTANCE TRAVIS CHARITABLE TRUST FY2025	£3.3m	—	0	below	0.0%	no doubt
INVESTREAM CHARITABLE TRUST FY2025	£153k	—	0	above	—	no doubt
AMAR-FRANSES AND FOSTER-JENKINS TRUST FY2025	£420k	—	1	unclear	—	no doubt
THE CASCIA TRUST FY2024	£312k	—	0	unclear	—	no doubt

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