THE COLYER-FERGUSSON CHARITABLE TRUST
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.
What the accounts disclose
“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.”
“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
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- NICHOLAS FISHERchair
- Barbara Long
- Christopher Buxton
- Dr Bhargawa Vasudaven
- Julia Megone
- RUTH MURPHY
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| M B FOUNDATION (ALSO KNOWN AS MOSSAD HORAV MOSHE ARYEH HALEVY) | 1 | £260k |
| NER FOUNDATION | 1 | £144k |
| SAMJO LIMITED | 1 | £76k |
| BROOM FOUNDATION | 1 | £73k |
| LONIA LIMITED | 1 | £69k |
| GOLDHEART CHARITY LIMITED | 1 | £50k |
| OIZER CHARITABLE TRUST | 1 | £50k |
| BORBAT LIMITED | 1 | £42k |