THE S M B TRUST

Registered charity 263814 · accounts filings on the Charity Commission register · also known as SMB Charitable Trust

The trust makes gifts and donations to UK Registered Charities for such charitable purposes as the trustees in their discretion think fit.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£680k

Latest spending

£555k

Registered

1972

Accounts read

FY2025

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.

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

What the accounts disclose

Reserves policy: increase by at least the rate of inflation each year (held: £19.1m)

“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.”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Peter Hodgson & Co. Ltd.. Discloses 5 of 6 completeness components.

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

Total income

£680k

Total spending

£555k

Cost of raising funds

£152k

Reserves (reported)

£19.1m

Employees

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: 22.3% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

Andrew James Wheelerchair
Giles Timothy Campbell Hardy
IAN ARCHIBALD PARK WILSON · trustee of 2 other charities

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

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?

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. Its FY2025 accounts were audited by Peter Hodgson & Co. Ltd..

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.

Funder	Similar charities funded	Amount to them
MYR CHARITABLE TRUST	1	£30k
C AND F CHARITABLE TRUST	1	£6k

Charities like this

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

THE SCS TRUST income £166k
THE S AND Y CHARITABLE TRUST income £113k
SRI SATHYA SAI CHARITABLE TRUST UK income £239k
THE SEARLE CHARITABLE TRUST income £167k
H M SASSOON CHARITABLE TRUST income £124k
THE SAINTBURY TRUST income £365k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE S M B TRUST	£680k	—	unclear	—	no doubt
THE SCS TRUST FY2024	£166k	—	within	—	no doubt
THE S AND Y CHARITABLE TRUST FY2025	£113k	—	unclear	—	no doubt
SRI SATHYA SAI CHARITABLE TRUST UK FY2025	£239k	—	unclear	—	no doubt
THE SEARLE CHARITABLE TRUST FY2025	£167k	—	unclear	—	no doubt
H M SASSOON CHARITABLE TRUST FY2026	£124k	—	unclear	—	no doubt

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