The Family Trust

Also known as: Sm Foundation

Focus will be on the poor and needy, children and the elderly, marginalised communities

Activities & Mission

Focus will be on the poor and needy, children and the elderly, marginalised communities

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Region

England And Wales

Financial Information

Latest Income

£4,819,080

Latest Expenditure

£172,076

Financial Efficiency

Program Ratio 3.6%

% of income going directly to charitable activities

Higher than 1% of UK Beneficiary group charities with income £1M to £10M (sample: 3130). How is this calculated?

Overall Efficiency 100.0%

% of expenditure going to programs (vs overhead)

Higher than 100% of UK Beneficiary group charities with income £1M to £10M. How is this calculated?

Administrative Ratio 2.6%

Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 48% of UK Beneficiary group charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £4,500,000

Charitable Activities £0

Other Trading £0

Investments £319,080

Other Income £0

Expenditure Categories

Charitable Expenditure £172,076

Raising Funds £0

Governance £4,520

Grants to Institutions £167,556

Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2024	£4,819,080	£172,076	£172,076	£15,887,692	£15,887,692	0 / 2
2023	£3,465,280	£154,380	£154,380	£11,827,073	£11,827,073	0 / 2
2022	£649,863	£5,565	£5,565	£8,820,224	£0	0 / 2
2021	£14,187	£4,183				0 / 2
2020	£6,100,000	£0	£0	£6,099,395	£0	0 / 2

Staff column shows: Employees / Volunteers

Frequently asked questions about The Family Trust

What does The Family Trust do?

Focus will be on the poor and needy, children and the elderly, marginalised communities

How much income did The Family Trust report in 2024?

The Family Trust reported total income of £4.82m and reported expenditure of £172k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is The Family Trust?

The Family Trust has a program ratio of 3.6%, meaning that share of its income goes directly to charitable activities. This is higher than 1% of UK Beneficiary group charities with income £1M to £10M (sample of 3130 charities). See our methodology for how this is calculated.

When was The Family Trust registered as a charity?

The Family Trust was registered with the Charity Commission for England and Wales on 28 September 2018 as charity number 1180132. It has been registered for 8 years.

Who runs The Family Trust?

The Family Trust is governed by a board of 3 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Family Trust operate?

The Family Trust operates in England And Wales, as recorded in its Charity Commission filing.

Is The Family Trust a registered charity?

Yes — The Family Trust is a registered charity in England and Wales, charity number 1180132.