THE CERTIFIED ACCOUNTANTS EDUCATIONAL TRUST

Registered charity 313219 · accounts filings on the Charity Commission register · also known as C A E T · also registered in Scotland as SC039200 (OSCR)

The charity's principal objects include the advancement of education in accountancy, financial management and related subjects as well as the support of individuals studying such subjects. It provides CPD (Continuing Professional Development) to members of ACCA and members of the public. It also provides a magazine Student Accountant, technical publications and promotes accounting research.

Causes: General Charitable Purposes · Education/training · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£297k

Latest spending

£82k

Registered

1973

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust generated a surplus of £224,147 for the year ended 31 March 2025, with total income of £296,658 covering charitable expenditure of £82,089. Per the trustees' report, unrestricted and restricted funds total £6,663,031, and the Trust holds £61,641 in bank balances, which the Trustee considers sufficient to pursue charitable activities in the future.

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

What the accounts disclose

Reserves policy: to be able to fund its activities, and to be able to fund any new strategic initiatives (held: £6.4m)

“The Trustee's policy is, generally, to maintain reserves at a level to be able to fund its activities, and to be able to fund any new strategic initiatives.”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Saffery LLP. Discloses 5 of 6 completeness components.

Public profiles (found on the charity’s own website): facebook

Structured financials (annual return, FY ending 31/03/2023)

Total income

£631k

Total spending

£679k

Reserves (reported)

£6.0m

Employees

Reported reserves equal ~106.0 months of spending — in the top quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Investments (50% 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: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

CERTIFIED ACCOUNTANTS EDUCATIONAL TRUSTEES LTD

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

Operates in: Afghanistan · Albania · Anguilla · Antigua And Barbuda · Armenia · Aruba · Australia · Azerbaijan · Bahrain · Bangladesh · Barbados · Belarus

Income and spending

Financial year end	Income	Spending
31/03/2025	£297k	£82k
31/03/2024	£298k	£77k
31/03/2023	£631k	£679k
31/03/2022	£1.1m	£911k
31/03/2021	£1.1m	£1.0m

Common questions

Is THE CERTIFIED ACCOUNTANTS EDUCATIONAL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust generated a surplus of £224,147 for the year ended 31 March 2025, with total income of £296,658 covering charitable expenditure of £82,089. Per the trustees' report, unrestricted and restricted funds total £6,663,031, and the Trust holds £61,641 in bank balances, which the Trustee considers sufficient to pursue charitable activities in the future. Its FY2025 accounts were audited by Saffery LLP.

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
THE SPECTRIS FOUNDATION	1	£200k
THE APAX FOUNDATION	1	£81k
THE DAVID BROWNLOW CHARITABLE FOUNDATION	1	£250

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ASSOCIATION OF COLLEGES CHARITABLE TRUST.

THE ASSOCIATION OF COLLEGES CHARITABLE TRUST income £314k
CHARTERED ACCOUNTANTS' LIVERY CHARITY income £318k
THE ASSOCIATION OF ACCOUNTING TECHNICIANS income £35.2m
SOUTHAMPTON ENGINEERING TRAINING ASSOCIATION LTD income £3.1m
THE REED EDUCATIONAL TRUST LIMITED income £2.0m
CUMNOR HOUSE SCHOOL TRUST income £7.5m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE CERTIFIED ACCOUNTANTS EDUCATIONAL TRUST	£297k	—	0	above	—	no doubt
THE ASSOCIATION OF COLLEGES CHARITABLE TRUST FY2025	£314k	—	0	unclear	—	no doubt
CHARTERED ACCOUNTANTS' LIVERY CHARITY FY2025	£318k	—	0	unclear	—	no doubt
THE ASSOCIATION OF ACCOUNTING TECHNICIANS FY2025	£35.2m	—	—	unclear	—	no doubt
SOUTHAMPTON ENGINEERING TRAINING ASSOCIATION LTD FY2025	£3.1m	—	—	below	—	no doubt
THE REED EDUCATIONAL TRUST LIMITED FY2025	£2.0m	—	0	unclear	—	no doubt

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