Charity Accounts Intelreading the accounts so you don’t have to

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.

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

Latest income
£40k
Latest spending
£48k
Registered
1992
Accounts read
FY2024

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

Largest income source: Investment income
“Investment income 40,077”
Per its FY2024 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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£40k£48k
31/12/2023£40k£12k
31/12/2022£16k£72k
31/12/2021£44k£56k
31/12/2020£50k£56k

Common questions

Is BERGQVIST CHARITABLE TRUST financially healthy?

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. Its FY2024 accounts were independently examined.