THE FRESHFIELD FOUNDATION

Registered charity 1003316 · accounts filings on the Charity Commission register

Latest income
£925k
Latest spending
£629k
Registered
1991
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds unrestricted reserves of £1,066,210 and an expendable endowment fund of £33,563,597, resulting in total net assets of £34,629,807. The trustees report adequate resources to continue in operational existence for the foreseeable future, with no material uncertainties identified by the auditors. The charity generated a net movement in funds of £2,187,694, largely driven by investment gains, while incurring governance costs of £42,252.

What the accounts disclose

Related-party transaction: Donation from trustee
Mr P A Moores, a trustee, made a donation of £900,000 (9 months to December 2023: £1,174,604) including gift aid to The Freshfield Foundation. — page 24
The Foundation is related to The Formby Land Trust, a registered charity, through P A Moores and P C Kurthausen being trustees of both charities. — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Related charity via shared trustees
Mr P A Moores, a trustee, made a donation of £900,000 (9 months to December 2023: £1,174,604) including gift aid to The Freshfield Foundation. — page 24
The Foundation is related to The Formby Land Trust, a registered charity, through P A Moores and P C Kurthausen being trustees of both charities. — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Dormant subsidiary via shared directors
Mr P A Moores, a trustee, made a donation of £900,000 (9 months to December 2023: £1,174,604) including gift aid to The Freshfield Foundation. — page 24
The Foundation is related to The Formby Land Trust, a registered charity, through P A Moores and P C Kurthausen being trustees of both charities. — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Trading subsidiary: Freshfield Research
Freshfield Research (a dormant company) was incorporated on 3 May 2011 and it is related to The Freshfield Foundation through having the same three trustees as directors — page 5
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Mitchell Charlesworth (Audit) Ltd.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£1.3m
Total spending
£629k
Cost of raising funds
£77k
Reserves (reported)
£1.1m
Employees
0

Reported reserves equal ~20.4 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£925k£629k
31/12/2023£311k£1.1m
05/04/2023£383k£576k
05/04/2022£325k£284k
05/04/2021£304k£2.5m

Common questions

Is THE FRESHFIELD FOUNDATION financially healthy?

The accounts state that the charity holds unrestricted reserves of £1,066,210 and an expendable endowment fund of £33,563,597, resulting in total net assets of £34,629,807. The trustees report adequate resources to continue in operational existence for the foreseeable future, with no material uncertainties identified by the auditors. The charity generated a net movement in funds of £2,187,694, largely driven by investment gains, while incurring governance costs of £42,252. Its FY2024 accounts were audited by Mitchell Charlesworth (Audit) Ltd.

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