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.

Objects

TO PAY OR APPLY THE INCOME OF THE TRUST FUND TO OR FOR THE BENEFIT OF ANY ONE OR MORE QUALIFIED CHARITY OF QUALIFIED CHARITIES. (QUALIFIED CHARITY MEANS ANY PURPOSE BODY ORGANISATION OR OBJECT IN ANY PART OF THE WORLD WHICH UNDER THE LAW OF ENGLAND SHALL BE RECOGNISED AS EXCLUSIVELY CHARITABLE. )

Area of benefit: ANY PART OF THE WORLD

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Windsor and Maidenhead, South East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that total unrestricted reserves increased to £1,914,257, up from £1,793,873 in the prior year, supported by a net income before investment gains of £187,701. 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. Investment portfolio losses of £67,317 offset the net income, but the overall fund position remains robust.

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

What the accounts disclose

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Conflicting interests
• Investing charity funds policy and procedures
• Investment
• Risk management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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

Reported reserves equal ~49.3 months of spending — in the top quarter for charities its size (median 7.2 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 — below the median for charities its size (3.2%) (benchmarks).

Trustees · trustee networks

• SIR HUGH ALEXANDER STEVENSONchair
• JOSEPH WILLIAM STEVENSON
• LADY STEVENSON · trustee of 1 other charity

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

Operates in: Scotland · Throughout England And Wales

Income and spending

Common questions

Charities like this

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

• THE ATHERTON FAMILY CHARITABLE TRUST income £99k
• THE PRESTON FAMILY CHARITABLE SETTLEMENT income £352k
• THE MANSON FAMILY CHARITABLE TRUST income £38k
• THE SUSAN AND STEPHEN JAMES CHARITABLE SETTLEMENT income £377
• SHELDONIA CHARITABLE TRUST income £97k
• THE TREVOR CHINN CHARITABLE TRUST NO 2 income £31k

Side by side with its peers

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