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.
Objects
SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN THE UNITED KINGDOM OR IN ANY OTHER PART OF THE WORLD AS THE TRUSTEES SHALL IN THEIR DISCRETION 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
Policies the charity declares
- Investment
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 05/04/2023 (received 12/03/2024, 36 days after the 05/02/2024 due date).
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.
Charities like this
- THE E H SMITH CHARITABLE TRUST
- THE SCHMIDT-BODNER CHARITABLE TRUST
- MILLWARD CHARITABLE TRUST
- THE M J SAMUEL CHARITABLE TRUST
- THE GRAHAM AND DIANE SMITH CHARITABLE TRUST
- THE N SMITH CHARITABLE SETTLEMENT
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 |
| THE E H SMITH CHARITABLE TRUST | £226k | — | 0 | unclear | — | no doubt |
| THE SCHMIDT-BODNER CHARITABLE TRUST | £30k | — | 0 | unclear | — | no doubt |
| MILLWARD CHARITABLE TRUST | £47k | — | 0 | unclear | — | no doubt |
| THE M J SAMUEL CHARITABLE TRUST | £228k | — | 0 | above | — | no doubt |
| THE GRAHAM AND DIANE SMITH CHARITABLE TRUST | £51k | — | 0 | unclear | — | no doubt |