CHELTONIAN ENDOWMENT TRUST

Registered charity 1029588 · accounts filings on the Charity Commission register · also known as CHELTONIAN TRUST ENDOWMENT FUND

Education/training young people. Making grants to individuals

Causes: Education/training · Get email alerts

Latest income

£99k

Latest spending

£44k

Registered

1993

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust's total funds decreased by £58,932 to £2,745,634 due to investment losses, despite a net inflow from operations. The trustees report no material uncertainties regarding the Trust's ability to continue as a going concern. Reserves are held primarily through capital growth, with unrestricted funds at £1,459,632.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: build up reserves primarily through capital growth rather than accumulation of income (held: £1.5m)

“The trustees' policy is to build up reserves primarily through capital growth rather than accumulation of income, which is principally required to meet the trustees' stated policy on giving grants for charitable purposes.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Property (HM Land Registry)

2 registered titles in England and Wales held by the charity’s company or corporate body (2 freehold); recorded price paid £619k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Register events

Received assets from another charity (05/03/2012) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Anthony David HOLT · trustee of 1 other charity
David Stewart · trustee of 2 other charities
PAUL JAMES MOURTON · trustee of 1 other charity
Sophie Rose PICKARD
Toby Patrick Cecil ORR
Tom William James Robinson

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

Operates in: Gloucestershire

Income and spending

Financial year end	Income	Spending
05/04/2025	£99k	£44k
05/04/2024	£85k	£90k
05/04/2023	£256k	£55k
05/04/2022	£78k	£43k
05/04/2021	£75k	£50k

Common questions

Is CHELTONIAN ENDOWMENT TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust's total funds decreased by £58,932 to £2,745,634 due to investment losses, despite a net inflow from operations. The trustees report no material uncertainties regarding the Trust's ability to continue as a going concern. Reserves are held primarily through capital growth, with unrestricted funds at £1,459,632. Its FY2025 accounts were independently examined.