THE STEVENSON FAMILY'S CHARITABLE TRUST
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.
What the accounts disclose
“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
“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.”
“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.”
“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.”
Structured financials (annual return, FY ending 05/04/2024)
Trustees
- SIR HUGH ALEXANDER STEVENSONchair
- JOSEPH WILLIAM STEVENSON
- LADY STEVENSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HOUSING ASSOCIATIONS' CHARITABLE TRUST | 1 | £20k |
| THE JORDAN CHARITABLE FOUNDATION | 1 | £20k |