THE NELSON TRUST
Registered charity 1056672 · accounts filings on the Charity Commission register
It provides residential treatment services, based in Gloucestershire, for people with substance dependencies, offering a wide programme of treatment, educational and training opportunities and resettlement. It also operates Women's Centres; Gloucester, Swindon, Bristol and Bridgwater and services in Wales and from HM Prison, to address the complex needs of women who are at high risk of offending.
Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Accommodation/housing · website · Get email alerts
Financial health, per its FY2025 accounts
The Nelson Trust reported a net income increase of £2.2m for the year ended 31 March 2025, resulting in total funds of £11.0m. Free reserves stood at £1.7m, which the Trustees consider adequate given the charity's asset base and borrowing capacity. The charity holds cash balances of £3.8m and has secured borrowings of £121k against its property assets.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Largest income source: Women's Community Services (75% of income)
“Women's Community Services 10,097,803” — page 42
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: sufficient resources to support investment in sustainable services, manage risks, finance future capital expenditure, and meet obligations (held: £1.7m)
“The Nelson Trust aims to hold sufficient resources to enable the Trust to: - support the investment in sustainable services and to support clients; — manage short and long-term risks to which the Trust is exposed; - finance future capital expenditure and future plans; and - to meet its financial, legal and moral obligations to its clients, employees and volunteers and to all relevant authorities.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Somerset Community Foundation made grants totalling £41,000 to the charity. One of our Trustees, Justin Sargent, is a member of the key management personnel of Somerset Community Foundation.
“During the year, Somerset Community Foundation made grants totalling £41,000 to the charity (2024: £2,500). One of our Trustees, Justin Sargent, is a member of the key management personnel of Somerset Community Foundation.” — page 57
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Sumer Auditco Limited. Discloses 4 of 6 completeness components.
Corporate structure
Public fundraising profile: JustGiving — Nelson Trust (matched by registered charity number).
Company officers (Companies House)
Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.
- PARKER, Martin Robert — director, appointed 17/04/2026on trustee list
- SHARMA, Julie Jean — director, appointed 19/07/2024on trustee list
- BATTEN, Kirsty Victoria — director, appointed 19/07/2024on trustee list
- GABB, Tina Michelle — director, appointed 19/07/2024on trustee list
- MURRAY, James Campbell — director, appointed 06/02/2023on trustee list
- LYDON, Julie Elspeth, Professor Dame — director, appointed 10/01/2022not on trustee list
- SARGENT, Justin Andrew — director, appointed 02/11/2018on trustee list
- DAUBENEY, Jo — director, appointed 02/11/2018on trustee list
- MACDONALD, Rhona — director, appointed 01/09/2016on trustee list
- TEMPLE, Louise Ann — secretary, appointed 12/01/2022
Official officers record.
Property (HM Land Registry)
17 registered titles in England and Wales held by the charity’s company or corporate body (12 freehold); recorded price paid £2.3m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
CQC provider record: The Nelson Trust — Registered, 5 registered locations, 1 regulated activity, last inspected 31/01/2019.charity number confirmed by CQC CQC record
Structured financials (annual return, FY ending 31/03/2025)
Cost of raising funds
£205k
Reported reserves equal ~1.8 months of spending — in the bottom quarter for charities its size (median 4.6 months; benchmarks).
Per its annual return, largest income source: Charitable activities (94% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 1.5% of total income — below the median for charities its size (3.8%) (benchmarks).
Care Quality Commission ratings
CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).
Register events
- Received assets from another charity (28/05/2021) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Received assets from another charity (30/10/2015) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- James Campbell Murray
- Jo Daubeney
- Julie Sharma · trustee of 1 other charity
- Justin Sargent
- Kirsty Batten
- Martin Robert Parker · trustee of 1 other charity
- Professor Dame Julie Elspeth Lydon DBE FLSW
- Tina Michelle Gabb
Trustee list from the Charity Commission register (current, not historical).
Operates in: Bath And North East Somerset · Bristol City · Gloucestershire · Somerset · South Gloucestershire · Swindon · Throughout Wales · Wiltshire
Income and spending
Common questions
Is THE NELSON TRUST financially healthy?
Per its FY2025 accounts: The Nelson Trust reported a net income increase of £2.2m for the year ended 31 March 2025, resulting in total funds of £11.0m. Free reserves stood at £1.7m, which the Trustees consider adequate given the charity's asset base and borrowing capacity. The charity holds cash balances of £3.8m and has secured borrowings of £121k against its property assets. Its FY2025 accounts were audited by Sumer Auditco Limited.
Who funds THE NELSON TRUST?
Funders whose own accounts filings name THE NELSON TRUST as a grant recipient include THE MACKIE FOUNDATION, COLEFAX CHARITABLE TRUST.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
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 NELSON'S JOURNEY.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.