THE KATHERINE MARTIN CHARITABLE TRUST

Registered charity 261887 · accounts filings on the Charity Commission register · also known as MRS KATHERINE MARTIN RESIDUARY ESTATE 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.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income
£2.5m
Latest spending
£39.4m
Registered
1970
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Investment income (57% of income)
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Smailes Goldie. Discloses 3 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

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

Total income
£101k
Total spending
£39.4m
Cost of raising funds
£46k
Reserves (reported)
£18.2m
Employees
0

Reported reserves equal ~5.5 months of spending — above the median for charities its size (median 4.8 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: 45.5% of total income — above the 90th percentile for charities its size (median 5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS' GENERAL CHARITABLE TRUST FUND.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE KATHERINE MARTIN CHARITABLE TRUST£2.5m—0unclear—no doubt
THE CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS' GENERAL CHARITABLE TRUST FUND FY2025£117k—0unclear—no doubt
THE OFENHEIM CHARITABLE TRUST FY2025£554k—0within—no doubt
THE N SMITH CHARITABLE SETTLEMENT FY2025£140k—0unclear—no doubt
THE WANDS CHARITABLE TRUST FY2026£376k—0within—no doubt
INVESTREAM CHARITABLE TRUST FY2025£153k—0above—no doubt

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