THE WORSHIPFUL COMPANY OF CHARTERED SECRETARIES AND ADMINISTRATORS CHARITABLE TRUST
The charity's priorities for grant giving include annual donations to the Charity of the Lord Mayor of the City of London, the Charity of the Master of the Livery Company, to certain affiliations of the Livery Company with schools and youth organisations. Prizes are given for excellence in Chartered Secretaries' exams. Only in exceptional circumstances are grants made to individuals.
Objects
SUCH CHARITABLE PURPOSES AS THE MASTER, WARDENS AND COURT OF ASSISTANTS OF THE COMPANY SHALL APPOINT.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £2,293,808, which the trustees consider prudent for meeting commitments. The filing notes that the trust has adequate funds to support current commitments for the next few years and has completed cash flow projections indicating it will be able to meet its obligations.
What the accounts disclose
“68% Investment dividends & interest” — page 14
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding vulnerable beneficiaries
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/06/2025
- Volunteers: 1
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2024
- Volunteers: 1
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2023
- Volunteers: 1
- Grant-making is its main activity
Trustees
- Benjamin Hanley FCIS
- Julie Nicola Fox
- Norman James Buckingham FCIS
- Patricia Mary Edmunds FCIS
- Prebendary Mrs Monica Constancia Bolley
- Shirley Ann Creed FCIS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £68k | £41k |
| 30/06/2024 | £42k | £56k |
| 30/06/2023 | £47k | £91k |
| 30/06/2022 | £36k | £86k |
| 30/06/2021 | £35k | £41k |
Common questions
Is THE WORSHIPFUL COMPANY OF CHARTERED SECRETARIES AND ADMINISTRATORS CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £2,293,808, which the trustees consider prudent for meeting commitments. The filing notes that the trust has adequate funds to support current commitments for the next few years and has completed cash flow projections indicating it will be able to meet its obligations. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE ARDEOLA CHARITABLE TRUST | 1 | £150k |
| THE ANTHONY AND ELIZABETH MELLOWS CHARITABLE SETTLEMENT | 1 | £50k |
Charities like this
- THE COMPANY OF ARTS SCHOLARS CHARITABLE TRUST
- THE WORSHIPFUL COMPANY OF PLAISTERERS CHARITABLE TRUST
- THE WORSHIPFUL COMPANY OF CUTLERS GENERAL CHARITABLE FUND
- THE WORSHIPFUL COMPANY OF BUILDERS' MERCHANTS CHARITABLE FUND
- WORSHIPFUL COMPANY OF JOINERS AND CEILERS CHARITABLE TRUST
- THE WORSHIPFUL COMPANY OF ENGINEERS CHARITABLE TRUST FUND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE WORSHIPFUL COMPANY OF CHARTERED SECRETARIES AND ADMINISTRATORS CHARITABLE TRUST | £68k | — | 0 | above | — | no doubt |
| THE COMPANY OF ARTS SCHOLARS CHARITABLE TRUST | £253k | — | — | unclear | — | no doubt |
| THE WORSHIPFUL COMPANY OF PLAISTERERS CHARITABLE TRUST | £125k | — | 0 | unclear | — | no doubt |
| THE WORSHIPFUL COMPANY OF CUTLERS GENERAL CHARITABLE FUND | £175k | — | 0 | above | — | no doubt |
| THE WORSHIPFUL COMPANY OF BUILDERS' MERCHANTS CHARITABLE FUND | £89k | — | 0 | unclear | — | no doubt |
| WORSHIPFUL COMPANY OF JOINERS AND CEILERS CHARITABLE TRUST | £37k | — | 0 | unclear | — | no doubt |