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The Katherine Martin Charitable Trust

RegisteredRegistered charity number 261887BeverleyGrant-making and general purposes
Income£2.5m2025-03-31
Spending£39.4msame year
Spent / received160%5-year average
Size in its cause98th pctGrant-making and general purposes
Registered1970Other
Employees0latest return

Analysis

The Katherine Martin Charitable Trust is a registered charity in England and Wales, based in Beverley. It was registered in December 1970, 56 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. It says it makes grants to organisations.

In the financial year ending March 2025, The Katherine Martin Charitable Trust reported income of £2.5m and spending of £39.4m, spending 1579% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income fell from £49.2m to £2.5m (-95%), an average of -52% a year. The sharpest change came in the year to March 2024, when income rose by 229%. Over the whole period it spent 160% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, The Katherine Martin Charitable Trust sits at the 98th percentile: it is larger than about 98% of them. Against every charity in England and Wales with reported income it ranks in the 97th percentile. Charities of a similar size with the same main cause include The Cyril Taylor Charitable Foundation (£2.5m), The McLain Foundation Limited (£2.5m) and The Trust Foundation (£2.5m).

In its latest detailed accounts, income came from investments 100%. Charitable activities took 100% of spending and raising funds 0.1%. Grants to other organisations totalled £39.3m. Reserves of £18.2m would cover about 6 months of spending at that rate.

Income and spending

£0£12.3m£24.6m£36.9m£49.2m2021 Income: £49,171,0002021 Spending: £46,647,00020212022 Income: £627,0002022 Spending: £599,00020222023 Income: £729,0002023 Spending: £520,00020232024 Income: £2,396,0002024 Spending: £1,186,00020242025 Income: £2,497,0002025 Spending: £39,430,0002025
IncomeSpending

Where the income comes from

  • Investments 100%

In the charity's own words

Provision of grants to nominated charities as directed by the will of Katherine Martin. The Structure, Governance & Management of the Trust is set out in the Trust Annual Report & Financial Statements, which also disclose its financial performance and position. Trust activities are funded from investment income derived from pooled investment portfolios and its shareholding in unlisted investments.

Similar-sized charities, same cause

CharityLocationIncome
The Cyril Taylor Charitable FoundationLondon£2.5m
The McLain Foundation LimitedLondon£2.5m
The Trust FoundationBirmingham£2.5m
Liverpool Charity and Voluntary ServicesLiverpool£2.6m