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The S M B Trust

Also known as: SMB Charitable Trust

The trust makes gifts and donations to UK Registered Charities for such charitable purposes as the trustees in their discretion think fit.

Contact Charity

Activities & Mission

The trust makes gifts and donations to UK Registered Charities for such charitable purposes as the trustees in their discretion think fit.

Grants

The S M B Trust is a grant-making charity: making grants is its main activity.

Gives grants to
organisations
Grants paid (2025)
£395,700
Who it helps
other charities or voluntary bodies
What it supports
general charitable purposes, education and training, the advancement of health or the saving of lives, disability, the prevention or relief of poverty, overseas aid or famine relief, accommodation or housing, religious activities, animals, the environment, conservation, or heritage, economic or community development and employment and human rights, religious or racial harmony, equality, or diversity

As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.

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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.

Financial Information

Latest Income
£680,120
Latest Expenditure
£555,156

Financial Efficiency

Program Ratio 59.3%
% of income going directly to charitable activities
Overall Efficiency 72.6%
% of expenditure going to programs (vs overhead)
Administrative Ratio 28.6%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £680,120
Other Income £0

Expenditure Categories

Charitable Expenditure £403,243
Raising Funds £151,913
Governance £7,033
Grants to Institutions £395,700
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 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£680,120
£555,156£403,243£19,072,850£19,072,8500 / 0
2024
£660,021
£527,995£385,627£13,735,609£13,735,6090 / 0
2023
£599,286
£483,899£483,899£12,875,810£12,875,8100 / 0
2022
£545,808
£517,527£517,527£12,774,213£12,774,2130 / 0
2021
£502,316
£488,834£488,834£12,179,464£12,179,4640 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The S M B Trust

What does The S M B Trust do?

The trust makes gifts and donations to UK Registered Charities for such charitable purposes as the trustees in their discretion think fit.

How much income did The S M B Trust report in 2025?

The S M B Trust reported total income of £680k and reported expenditure of £555k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The S M B Trust registered as a charity?

The S M B Trust was registered with the Charity Commission for England and Wales on 12 April 1972 as charity number 263814. It has been registered for 54 years.

Who runs The S M B Trust?

The S M B Trust is governed by a board of 3 trustees. The chair of trustees is Andrew James Wheeler. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The S M B Trust operate?

The S M B Trust operates across 3 areas: Northern Ireland, Scotland and England And Wales.

Is The S M B Trust a registered charity?

Yes — The S M B Trust is a registered charity in England and Wales, charity number 263814.

Details

Contact (address, email, phone)
Registration Date
12 April 1972
Status
Registered

Registry Information

Organisation Number
263814
Charity Number
263814

Trustees

Andrew James Wheeler Chair
Giles Timothy Campbell Hardy
IAN ARCHIBALD PARK WILSON
Also governs 2 other charities

Also Known As

  • SMB Charitable Trust

Data & trust

Register data refreshed
26 October 2026
Report a data issue