THE KATHERINE MARTIN CHARITABLE TRUST
Provision of grants to nominated charities as directed by the will of Katherine Martin. The Structure, Governance & Management of the Trust is set out in the Trust Annual Report & Financial Statements, which also disclose its financial performance and position. Trust activities are funded from investment income derived from pooled investment portfolios and its shareholding in unlisted investments.
Financial health, per its FY2025 accounts
The accounts state that the Trust is in the process of an orderly wind-up and dissolution, having liquidated its investment portfolio into short-term liquid deposits. Total reserves stand at £18,232,000, with the majority held as cash or cash equivalents, sufficient to meet committed grants and administrative costs during the two-year dissolution period.
What the accounts disclose
“The Trust’s principal sources of income were in the form of interest, dividends and gains arising from its short term liquid deposits and its managed investment portfolio.” — page 6
Year-over-year changes
- Going concern: not a going concern (FY2024) → no going-concern doubt (FY2025).
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- KMCT Trustee Limited
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £2.5m | £39.4m |
| 31/03/2024 | £2.4m | £1.2m |
| 31/03/2023 | £729k | £520k |
| 31/03/2022 | £627k | £599k |
| 31/03/2021 | £49.2m | £46.6m |
Common questions
Is THE KATHERINE MARTIN CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the Trust is in the process of an orderly wind-up and dissolution, having liquidated its investment portfolio into short-term liquid deposits. Total reserves stand at £18,232,000, with the majority held as cash or cash equivalents, sufficient to meet committed grants and administrative costs during the two-year dissolution period. Its FY2025 accounts were audited by Smailes Goldie.
Charities like this
- THE CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS' GENERAL CHARITABLE TRUST FUND
- THE OFENHEIM CHARITABLE TRUST
- THE N SMITH CHARITABLE SETTLEMENT
- THE WANDS CHARITABLE TRUST
- INVESTREAM CHARITABLE TRUST
- THE KRISTINA MARTIN CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE KATHERINE MARTIN CHARITABLE TRUST | £2.5m | — | 0 | unclear | — | no doubt |
| THE CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS' GENERAL CHARITABLE TRUST FUND | £117k | — | 0 | unclear | — | no doubt |
| THE OFENHEIM CHARITABLE TRUST | £554k | — | 0 | within | — | no doubt |
| THE N SMITH CHARITABLE SETTLEMENT | £140k | — | 0 | unclear | — | no doubt |
| THE WANDS CHARITABLE TRUST | £376k | — | 0 | within | — | no doubt |
| INVESTREAM CHARITABLE TRUST | £153k | — | 0 | above | — | no doubt |