BERGQVIST CHARITABLE TRUST

Registered charity 1015707 · accounts filings on the Charity Commission register

The charity promotes health, the arts, education and the environment, by making grants to specialist registered charities and community organisations. There is a particular emphasis on epilepsy and psychiatric research projects and assisting people with epilepsy and mental health conditions.

Objects

GENERAL CHARITABLE PURPOSES

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · Arts/culture/heritage/science · Environment/conservation/heritage · Get email alerts

Financial health, per its FY2024 accounts

The accounts state that the trust's total assets were £2,418,178 at the end of the financial year, with unrestricted funds carried forward of £27,548. The trustees report that the trust is financially secure and able to meet its liabilities as they fall due for at least 12 months. The portfolio generated an 11.1% return after outflows, supporting grants totaling £47,500 during the year.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures

Trustees · trustee networks

• PATRICIA ANN BERGQVIST
• PHILIP ERIK PETER BERGQVIST
• SOPHIA CLAIRE BERGQVIST

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

Operates in: Throughout England And Wales

Income and spending

Common questions