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Return to Subject Area Student Resources for Equity & Trusts
Self-test questions: Charitable Trusts and Cy-près Doctrine
Quiz Content
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Which of the following features does a charitable trust not need to possess?
Subject matter
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Object
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Intention
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Constitution
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What is the maximum length of time a charitable trust can exist for?
100 years
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The common law perpetuity period
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75 years
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Indefinitely
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incorrect
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Who is the primary regulator for charities in England?
The Police
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The Charity Commission
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The local council
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The Ministry of Housing, Communities and Local Government
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Which of the following is not a charitable purpose listed under s3(1) Charities Act 2011?
Advancement of mysticism
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Advancement of religion
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Advancement of arts, culture, heritage or science
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incorrect
Advancement of education
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incorrect
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What definition of 'poverty' did Sir Raymond Evershed MR provide in
Re Coulthurst?
'Living on the bread-line'
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'Absolute destitution'
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'Going short'
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'Skipping meals due to their cost'
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Which of the following terms would not fall within the charitable purpose for the relief of poverty?
'Working poor'
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'Working class'
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'Distressed and financially vulnerable widows'
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'Contract labourers living in communal accommodation'
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Which of the following activities would not fall under the charitable purpose of advancing education?
A secular school for orphaned children
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A technical trade college
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A university
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A socialist educational summer camp
correct
incorrect
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What is the minimum required number of deities for a charitable trust advancing religion?
1
correct
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2
correct
incorrect
0
correct
incorrect
10
correct
incorrect
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Can gifts to religious leaders be considered charitable under the purpose of advancing religion?
Yes – irrespective of the terms of the transfer
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No – gifts must be made to the institution, not leader
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Yes – but only in their capacity as a religious leader
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Yes – but only if there is an additional charitable purpose
correct
incorrect
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According to
Anti-Vivisection Society v IRC,
how will the courts assess a charity's compliance with the public benefit requirement?
Through a hybrid objective/subjective assessment
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Exclusively in light of Charity Commission guidelines
correct
incorrect
Subjectively
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Objectively
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incorrect
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Will the courts permit charitable trusts with a personal nexus between the potential beneficiaries?
Yes – there is no restriction on the potential beneficiaries
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Yes – but only where it is for relief of poverty
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No – there must be no link between the parties
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Yes – but only where it is for the advancement of education
correct
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How large must a group or class must be for it be deemed for the public benefit?
Larger than 'numerically negligible'
correct
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33
correct
incorrect
15,000
correct
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A 'reasonable cross section of society'
correct
incorrect
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Which of the following is the closest translation into English of the term '
cy-près
'?
Approximately
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Divergent
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As near as possible
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Exactly
correct
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Can a charitable gift be applied
cy-près
when the institution gifted the money is dissolved after the testator has passed away?
Yes – in all circumstances
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No – it can never be applied
cy-près
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Yes – but only if there is a general charitable intention
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Yes – but only where the institution's functions are now being carried on by another institution with the same trustees
correct
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Which is of the following is not an instance of an initial failure for the purposes of the
cy-près
doctrine?
When the institution gifted property never existed
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When the institution gifted property ceased to exist before the testator died
correct
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When the unincorporated association gifted money ceased to existed for the testator died
correct
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When the charity gifted property has amalgamated with another charity
correct
incorrect
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Claudette wishes to leave some money in her will to assist training teenagers in her local town in computer programming so that they can assist the local church in creating an 'online community of enlightened Christians'. Which charitable purpose will it primarily fall under?
The advancement of amateur sport
correct
incorrect
Advancement of citizenship or community development
correct
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Advancement of religion
correct
incorrect
Advancement of education
correct
incorrect
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Michelle wishes to leave some money in her will to help those disadvantaged and in need of urgent help in her local area. Which of the following terms should be used to ensure it falls within the charitable purpose of relieving poverty?
'Money to help those who exclusively shop at high-end supermarkets'
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'Money to help those suffering absolute destitution'
correct
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'Money to help those in blue collar jobs'
correct
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'Money to help those wishing to purchase electric cars'
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Sylvester hates the Government and wishes to bring it down. To do so, he has decided that the best way of achieving this is by 'educating the masses out of their ignorance', and wants to set up a charitable school. What form of education would the school have to offer in order for it fall within the charitable purpose of advancing education?
Offer a balanced education but make it clear to the students that only Sylvester's political beliefs are correct and punish those who disagree with them
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Offer a balanced education with no particular political persuasion
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Offer skills on guerrilla warfare
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Require students to produce, by rote, 60 pamphlets a day calling for the overthrow of the government
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Jorge is convinced that the Spanish language is suffering from a lack of punctation marks owing to the rising use of emoji. He therefore wishes to leave substantial amounts of property in his will to a university in England to create 23 new punctation marks. Will his gift fall within the definition of advancement of education?
Yes – all university led research is deemed to be the advancement of education
correct
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No – there is no discernible benefit to the public
correct
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Yes – because it is clearly of benefit to the public who need more punctuation marks
correct
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No – the advancement of education involves only teaching, not research
correct
incorrect
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Dion had a dream that a deity of an established religion was talking to him, and that the current adherents of the religion were practicing incorrectly. He has therefore set up his own church, and it now has 18,000 members. He now wishes to register as a charity, despite the objections of the previous adherents to the faith. Will his claim be successful?
Yes – the charity law does not favour one religion or sect over another and there is a clear belief in a god
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No – only one denomination per religion is permitted to receive the benefits of charitable status
correct
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A local community charity has become frustrated by the rise in use of food banks, and has decided that the only way it can change this is by creating a political campaign to place only those candidates of a 'liberal or socialist' persuasion into power. Will the community charity be able to maintain its charitable status?
Yes – the political campaign will only be ancillary to its objectives
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No – charities are never permitted to engage in politics
correct
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Yes – but only if it separates the political campaign into a separate legal body
correct
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No – charities are only permitted if they help the environment
correct
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Mustafa wishes to create a charitable trust for his employees for the creation of a 4,000-seat football stadium for the company's 4 amateur football teams. Mustafa sees his company as a family, and does not want any 'outsiders' to be able to use the stadium. Will the stadium be for a charitable purpose?
No – amateur sport is never for the public benefit as it is objectively harmful to society
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Yes – amateur sport is the one true exception to the personal nexus rule
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Yes – the personal nexus rule does not apply to companies
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No – there is a clear personal nexus between the beneficiaries
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incorrect
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Penelope left some money to a hazelnut farmers relief charity in her will. However, 6 weeks before her death, the charity merged with another charity that helps pistachio nut farmers. Can Penelope's gift still be applied for its original charitable purpose?
No – the charity has failed and the gift must result back to Penelope's estate
correct
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Yes – the charity never existed, and so it can be applied
cy-près
as there was a general charitable intention
correct
incorrect
No – as the moneys were left to a specific institution, they cannot be applied
cy-près
correct
incorrect
Yes – as there is only an amalgamation of the charities, there is no initial failure
correct
incorrect
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Rizwan left £87,000 to a boar sanctuary in Gloucestershire. The exact clause stated that 'I leave £87,000 to the Old Bore Boar Sanctuary in Gloucestershire'. The sanctuary closed 45 days before Rizwan passed away. Can the moneys be applied
cy-près?
Yes – there is a clear general charitable intention
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No – whenever a named charity ceases to exist before the death of the testator the charitable gift must fail
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Yes – the charity never existed and so there is a general charitable intention
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No – the gift was to a specific institution that ceased to exist before the death of the testator and there was no general charitable intention
correct
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Eshin was a big fan of willow trees, and wished to help with their conservation. In his will he therefore left £900,000 to the 'Nottinghamshire Willow Conservation Group'. However, no such group has ever existed. Can the money be applied
cy-près?
Yes – the charity never existed and so it is presumed there was a general charitable intention
correct
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No – the charity never existed and so it is presumed there was no general charitable intention
correct
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No – the gift was to a specific institution and so there can never be a general charitable intention
correct
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No – the charity has failed and so must result to the testator's estate
correct
incorrect
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