SMITH CHARITABLE TRUST
The Trustees have full discretionary powers to apply income and capital of the trust for charitable objects and purposes in the United Kingdom or worldwide as they may think fit.
Financial health, per its FY2025 accounts
The Smith Charitable Trust holds unrestricted reserves of approximately £5.98 million, primarily held in investments and cash. The trust reported a net decrease in capital value during the year due to significant unrealized losses on investment revaluations. No material uncertainties or going concern issues were identified by the independent examiner.
What the accounts disclose
“Income from Fuller Smith & Turner shares 172,660” — page 5
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £230k | £232k |
| 05/04/2024 | £214k | £218k |
| 05/04/2023 | £160k | £162k |
| 05/04/2022 | £75k | £95k |
| 05/04/2021 | £21k | £14k |
Common questions
Is SMITH CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The Smith Charitable Trust holds unrestricted reserves of approximately £5.98 million, primarily held in investments and cash. The trust reported a net decrease in capital value during the year due to significant unrealized losses on investment revaluations. No material uncertainties or going concern issues were identified by the independent examiner. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BERYL EVETTS AND ROBERT LUFF ANIMAL WELFARE TRUST LIMITED | 1 | £5k |
| THE CHARLOTTE BONHAM-CARTER CHARITABLE TRUST | 1 | £3k |
| THE IAN ASKEW CHARITABLE TRUST | 1 | £2k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MATTHEWS, SURBITON | 1 | £685 |
Charities like this
- RICHARD J LIVINGSTONE CHARITABLE TRUST
- THE ALAN AND BABETTE SAINSBURY CHARITABLE FUND
- AL ATHARIYYAH
- THE WYFOLD CHARITABLE TRUST
- THE CITY CHARITY TRUST
- THE LENNOX HANNAY CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SMITH CHARITABLE TRUST | £230k | — | 0 | unclear | — | no doubt |
| RICHARD J LIVINGSTONE CHARITABLE TRUST | £146k | — | 0 | unclear | — | no doubt |
| THE ALAN AND BABETTE SAINSBURY CHARITABLE FUND | £400k | — | — | unclear | — | no doubt |
| AL ATHARIYYAH | £199k | — | — | unclear | — | no doubt |
| THE WYFOLD CHARITABLE TRUST | £422k | — | 0 | unclear | — | no doubt |
| THE CITY CHARITY TRUST | £128k | — | 0 | unclear | — | no doubt |