THE S M B TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity's total funds increased to £19,072,850, driven by significant investment income and revaluation gains. The trustees report that the risk of not being able to meet the charity's obligations is negligible, supported by adequate resources and a negligible risk profile. The charity relies entirely on investment income, with no additional fundraising activities undertaken.
What the accounts disclose
“The trustees have decided that in order to ensure that the work of the trust, as laid down in the trust deed, can continue in the future they need to aim for the value of the fund, and hence the amount available for future charitable giving, increasing by at least the rate of inflation each year.”
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Andrew James Wheelerchair
- Giles Timothy Campbell Hardy
- IAN ARCHIBALD PARK WILSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £680k | £555k |
| 31/03/2024 | £660k | £528k |
| 31/03/2023 | £599k | £484k |
| 31/03/2022 | £546k | £518k |
| 31/03/2021 | £502k | £489k |
Common questions
Is THE S M B TRUST financially healthy?
The accounts state that the charity's total funds increased to £19,072,850, driven by significant investment income and revaluation gains. The trustees report that the risk of not being able to meet the charity's obligations is negligible, supported by adequate resources and a negligible risk profile. The charity relies entirely on investment income, with no additional fundraising activities undertaken. Its FY2025 accounts were audited by Peter Hodgson & Co. Ltd..
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MYR CHARITABLE TRUST | 1 | £30k |
| C AND F CHARITABLE TRUST | 1 | £6k |