MCGREEVY NO 5 SETTLEMENT

Registered charity 280666 · accounts filings on the Charity Commission register

To distribute grants to charitable institutions for charitable purposes.

Causes: General Charitable Purposes · Get email alerts

Latest income

£90k

Latest spending

£89k

Registered

1980

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £3,427,852.57, representing a net decrease from the previous year's £3,510,232.36 due to investment management fees and grants exceeding investment income. The trustees consider the results satisfactory and confirm there are no material uncertainties regarding the trust's ability to continue as a going concern.

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

What the accounts disclose

Reserves policy: distribute income year to year; reserves for exceptional need (held: £3.4m)

“The trustees intend to distribute the income arising from year to year but may at their discretion make further donations from the charity’s reserves in cases of exceptional need.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

Charles Harris
ELISE MCGREEVY-HARRIS
KATRINA PATERSON
Thomas Albert Chalmers Paterson

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2025	£90k	£89k
05/04/2024	£86k	£91k
05/04/2023	£77k	£99k
05/04/2022	£67k	£110k
05/04/2021	£66k	£105k

Common questions

Is MCGREEVY NO 5 SETTLEMENT financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £3,427,852.57, representing a net decrease from the previous year's £3,510,232.36 due to investment management fees and grants exceeding investment income. The trustees consider the results satisfactory and confirm there are no material uncertainties regarding the trust's ability to continue as a going concern. Its FY2025 accounts were independently examined.