CHARITIES TRUST
Charities Trust works with organisations, individuals and other charities to increase charitable giving with particular emphasis on tax effective donations. It does this by providing donation management services including payroll giving, online and offline sponsorship facilities and processing of donations for charity appeals.
Objects
TO ADVANCE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE PUBLIC WHERESOEVER IN THE WORLD AS THE COMPANY MAY THINK FIT AND IN SO FAR AS THE SAME ARE ENTIRELY ANCILLARY TO SUCH OBJECT BUT NOT FURTHER OR OTHERWISE: (I) TO ACCEPT AND UNDERTAKE THE ADMINISTRATION AND MANAGEMENT (WHETHER COMPLETELY OR ONLY IN PART) OF CHARITABLE TRUSTS WHETHER AS AGENTS FOR THE TRUSTEES OF SUCH TRUSTS OR OTHERWISE AND TO REQUIRE AND ACCEPT FEES ON ACCOUNT OF SUCH WORK OF ADMINISTRATION AND MANAGEMENT. (II) TO ACT AS AN AGENT FOR THE PURPOSES OF SECTION 713 OF THE INCOME TAX (EARNINGS & PENSIONS) ACT 2003 OR ANY RE-ENACTMENT THEREOF AND TO REQUIRE AND ACCEPT FEES FOR SO ACTING. (III) TO ACT AS A PAYROLLGIVING AGENCY IN ORDER TO RECEIVE DONATIONS FOR APPLICATION TO SUCH CHARITY OR CHARITIES AS THE DONOR MAY SPECIFY AND IF FOR ANY REASON IT BECOMES IMPOSSIBLE FOR THE CHARITY TO PAY ANY SUCH DONATION TO A CHARITY SPECIFIED BY A DONOR THE CHARITIES SHALL SO FAR AS IS PERMITTED BY LAW PAY THAT AMOUNT TO SUCH OTHER CHARITY OR CHARITIES AS IT MAY CONSIDER HAS OBJECTS SIMILAR TO THOSE OF THE CHARITY SPECIFIED BY THE DONOR.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves increased to £9,086,470, which the Trustees consider sufficient to meet working capital and development requirements. While total funds decreased due to the timing of donation distributions, the charity maintains a solid balance sheet with significant cash and investment holdings.
What the accounts disclose
“Sir Michael Bibby, a Director / Trustee of the Charity, is also the Chair of and a shareholder in Bibby Line Group. Bibby Line Group is a customer of Charities Trust and during the year purchased services to the value of £2,193 (2024 - £2,375). Charities Trust provided Payroll Giving and Corporate Fundraising Match services to Bibby Line Group, with £38,255 (2024 - £44,048) of corporate match funds received during the year and £40,318 (2024 - £42,441) paid out to charity.” — page 48
“The Charity has a wholly owned trading subsidiary, CT Donations Management Limited, which has not yet commenced trading.” — page 14
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/04/2025
- Government income: £20,929 — contracts £20,929 (21); under 1% of the £74,377,771 total gross income on the same return
- Employees paid over £60,000: 3 (£60,001–£70,000: 1; £70,001–£80,000: 1; £150,001–£200,000: 1)
Self-declared on the annual return for the financial year ending 30/04/2024
- Government income: £22,589 — contracts £22,589 (21); under 1% of the £75,670,823 total gross income on the same return
- Employees paid over £60,000: 4 (£60,001–£70,000: 1; £70,001–£80,000: 1; £80,001–£90,000: 1; £150,001–£200,000: 1)
Self-declared on the annual return for the financial year ending 30/04/2023
- Government income: £24,600 — contracts £24,600 (21); under 1% of the £80,089,500 total gross income on the same return
- Employees paid over £60,000: 3 (£60,001–£70,000: 1; £70,001–£80,000: 1; £150,001–£200,000: 1)
Funders the charity credits
- Aviva
- The Aviva Foundation
- The Benefact Group
- The Cadent Foundation
- Coca-Cola Europacific Partners
- GiveWheel
- The Guardian and Observer
- Nationwide
- NatWest Group
- SuperKind
Structured financials (annual return, FY ending 30/04/2025)
Register events
- Received assets from another charity (08/05/2024)
- Received assets from another charity (10/11/2016)
Trustees
- CATHERINE ELIZABETH MARGARET RUSTOMJI
- Jillian Margaret Jones
- Lauran Angela Macare
- Patrick Fietje
- Richard David Mabbott
- Sir Michael James Bibby
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/04/2025 | £74.4m | £94.0m |
| 30/04/2024 | £75.7m | £84.9m |
| 30/04/2023 | £80.1m | £78.7m |
| 30/04/2022 | £66.0m | £80.1m |
| 30/04/2021 | £164.3m | £133.8m |
Common questions
Is CHARITIES TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £9,086,470, which the Trustees consider sufficient to meet working capital and development requirements. While total funds decreased due to the timing of donation distributions, the charity maintains a solid balance sheet with significant cash and investment holdings. Its FY2025 accounts were audited by RSM UK Audit LLP.
Who funds CHARITIES TRUST?
Funders whose own accounts filings name CHARITIES TRUST as a grant recipient include Evelyn Partners Charitable Trust, BARNSBURY CHARITABLE TRUST, YEMEN RELIEF (UK) LTD.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| Evelyn Partners Charitable Trust | FY2023 | £48k | Payroll matching grants |
| BARNSBURY CHARITABLE TRUST | FY2022 | £10k | |
| YEMEN RELIEF (UK) LTD | FY2022 | £5k | Donations and legacies |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE SIR JOHN RITBLAT FAMILY FOUNDATION | 1 | £14k |
| FIELDSDENE TRUST | 1 | £13k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF PRINCES RISBOROUGH WITH ILMER | 1 | £2k |
Charities like this
- THE CRESCENT TRUST
- THE CHARTERHOUSE CHARITABLE TRUST
- THE M O G CHARITABLE TRUST
- HARRIS CHARITABLE TRUST
- IMPACT GIVING UK TRUST
- THE LESLIE MARY CARTER CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CHARITIES TRUST | £74.4m | — | — | above | — | no doubt |
| THE CRESCENT TRUST | £195k | — | 0 | unclear | — | no doubt |
| THE CHARTERHOUSE CHARITABLE TRUST | £58k | — | 0 | above | — | no doubt |
| THE M O G CHARITABLE TRUST | £54k | — | 0 | unclear | — | no doubt |
| HARRIS CHARITABLE TRUST | £37k | — | 0 | unclear | — | no doubt |
| IMPACT GIVING UK TRUST | £2.5m | — | 0 | unclear | — | no doubt |