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THE STEVENSON FAMILY'S CHARITABLE TRUST

Registered charity 327148 · accounts filings on the Charity Commission register

The object of the Trust is to provide financial support to other charities at the absolute discretion of the Trustees. No unsolicited applications can be considered.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Overseas Aid/famine Relief · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Latest income
£397k
Latest spending
£209k
Registered
1986
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted reserves stood at £1,914,257, an increase from the previous year's £1,793,873. The trustees report that the trust is in a strong financial position with sufficient funds to continue as a going concern for at least twelve months. The trust's policy is to maintain sufficient reserves to meet all future commitments while generating investment returns for donation.

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

What the accounts disclose

Reserves policy: sufficient reserves within the trust to meet all future commitments in full, whilst maintaining a level of invested funds capable of generating a significant return for onward donation (held: £1.9m)
“It is the policy of the Trustees at all times to maintain sufficient reserves within the trust to meet all future commitments in full, whilst maintaining a level of invested funds capable of generating a significant return for onward donation.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Berkshire Community Foundation
“During the year the Trust awarded £30,000 (2024: £15,000) to the Berkshire Community Foundation of which Lady Catherine Stevenson and Sir Hugh Stevenson are vice presidents.” — page 17
“During the year the Trust awarded £nil (2024: £62,000) to University College, Oxford of which Sir Hugh Stevenson is an honorary fellow.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: University College, Oxford
“During the year the Trust awarded £30,000 (2024: £15,000) to the Berkshire Community Foundation of which Lady Catherine Stevenson and Sir Hugh Stevenson are vice presidents.” — page 17
“During the year the Trust awarded £nil (2024: £62,000) to University College, Oxford of which Sir Hugh Stevenson is an honorary fellow.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee donations to Trust
“During the year the Trust awarded £30,000 (2024: £15,000) to the Berkshire Community Foundation of which Lady Catherine Stevenson and Sir Hugh Stevenson are vice presidents.” — page 17
“During the year the Trust awarded £nil (2024: £62,000) to University College, Oxford of which Sir Hugh Stevenson is an honorary fellow.”
Per its FY2025 accounts as filed with the Charity Commission.

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

Structured financials (annual return, FY ending 05/04/2024)

Total income
£521k
Total spending
£436k
Cost of raising funds
£16k
Reserves (reported)
£1.8m
Employees
0

Reported reserves equal ~49.3 months of spending — in the top quarter for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (91% 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: 3.1% of total income — above the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£397k£209k
05/04/2024£521k£436k
05/04/2023£476k£1.4m
05/04/2022£385k£619k
05/04/2021£879k£255k

Common questions

Is THE STEVENSON FAMILY'S CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted reserves stood at £1,914,257, an increase from the previous year's £1,793,873. The trustees report that the trust is in a strong financial position with sufficient funds to continue as a going concern for at least twelve months. The trust's policy is to maintain sufficient reserves to meet all future commitments while generating investment returns for donation. Its FY2025 accounts were independently examined.

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.

FunderSimilar charities fundedAmount to them
THE JORDAN CHARITABLE FOUNDATION1£60k
THE HOUSING ASSOCIATIONS' CHARITABLE TRUST1£20k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE STEINBERG FAMILY CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE STEVENSON FAMILY'S CHARITABLE TRUST£397k—0unclear—no doubt
THE STEINBERG FAMILY CHARITABLE TRUST FY2025£2.5m—0unclear—no doubt
The Johnson Family Charitable Trust FY2025£199k—0above—no doubt
THE SAMUEL STOREY FAMILY CHARITABLE TRUST FY2023£221k—0unclear—no doubt
THE FAMILY RICH CHARITIES TRUST FY2024£138k—0unclear—no doubt
THE STOCKWELL/CLIFFE CHARITABLE TRUST FY2024£565k—0unclear—no doubt

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