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

Objects

FOR THE BENEFIT OF CHELTENHAM COLLEGE AND THE PROMOTION OF ITS INTERESTS

Area of benefit: CHELTENHAM COLLEGE, GLOUCESTERSHIRE

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

Causes: Education/training · Get email alerts

Registered contact address: Cheltenham, South West, England (from the postcode on the register)

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

Accounts independently examined (not a full audit). Discloses 4 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.

• Complaints policy and procedures
• 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
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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
• Ruth Adkin
• 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

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE KELTON TRUST.

• THE KELTON TRUST income £65k
• THE ALAN BRENTNALL CHARITABLE TRUST income £113k
• G L TILLOTSON CHARITABLE TRUST income £26k
• THE CANEWDON EDUCATIONAL FOUNDATION income £34k
• EASTERN COUNTIES EDUCATIONAL TRUST LIMITED income £70k
• MOTIVATION AND LEARNING TRUST income £60k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.