THE COLYER-FERGUSSON CHARITABLE TRUST

Registered charity 258958 · accounts filings on the Charity Commission register

COLYER-FERGUSSON CHARITABLE TRUST IS A GRANT-MAKING CHARITY THAT FUNDS CHARITIES AND CHURCHES IN KENT.

Causes: Education/training · The Prevention Or Relief Of Poverty · Economic/community Development/employment · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£936k
Latest spending
£5.7m
Registered
1969
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves decreased from £31,018,161 to £25,959,939 due to a net expenditure of £5,058,222, which included significant grant-making of £5,121,682 and investment losses of £279,676. Per the trustees' report, the Trust maintains a flexible reserves policy aligned with its grant spending programmes and confirms that all assets are represented by unrestricted funds sufficient to meet future obligations.

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

What the accounts disclose

Reserves policy: flexible approach... minimum annual level of c. £2,500,000 in charitable grants (held: £26.0m)
“It has been the intention of the trustees to make use of unrestricted funds to support their stated aims and objectives to a minimum annual level of c. £2,500,000 in charitable grants. This policy is reviewed annually by the trustees who will continue to review the level of reserves on a regular basis in association with quarterly management information.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: James Thorne, a trustee, worked as a consultant to Farrer & Co. James Thorne did not take part in the decision-making relating to the appointment of the firm as the Trust’s legal advisers.
“James Thorne, a trustee, worked as a consultant to Farrer & Co. James Thorne did not take part in the decision-making relating to the appointment of the firm as the Trust’s legal advisers.” — page 30
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£936k
Total spending
£5.7m
Cost of raising funds
£257k
Reserves (reported)
£0
Employees
6

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 27.4% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Kent

Income and spending

Financial year endIncomeSpending
31/03/2025£936k£5.7m
31/03/2024£1.1m£3.5m
31/03/2023£859k£3.9m
31/03/2022£662k£2.6m
31/03/2021£810k£3.1m

Common questions

Is THE COLYER-FERGUSSON CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves decreased from £31,018,161 to £25,959,939 due to a net expenditure of £5,058,222, which included significant grant-making of £5,121,682 and investment losses of £279,676. Per the trustees' report, the Trust maintains a flexible reserves policy aligned with its grant spending programmes and confirms that all assets are represented by unrestricted funds sufficient to meet future obligations. Its FY2025 accounts were audited by Saffery LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with KOLYOM TRUST LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE COLYER-FERGUSSON CHARITABLE TRUST£936k——unclear—no doubt
KOLYOM TRUST LIMITED FY2025£5.7m—0above—no doubt
ALLAN AND NESTA FERGUSON CHARITABLE SETTLEMENT FY2024£614k—0unclear—no doubt
COLEFAX CHARITABLE TRUST FY2025£464k—0unclear—no doubt
FARRER AND CO CHARITABLE TRUST FY2025£102k—0below—no doubt
THE KUPAH CHARITABLE TRUST FY2025£249k—0unclear—no doubt

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