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THE IRIS AND DAVID FREEMAN CHARITABLE TRUST

Registered charity 1069515 · accounts filings on the Charity Commission register

General charitable activities, mainly to assist children and young people.

Causes: General Charitable Purposes · Education/training · Religious Activities · Get email alerts

Latest income
£51k
Latest spending
£112k
Registered
1998
Accounts read
FY2025

Financial health, per its FY2025 accounts

The charity held unrestricted reserves of £1,632,091 at the year end, which the trustees consider more than adequate to meet future charitable objectives. The trust reported a net expenditure of £51,176 for the year, driven by donations of £110,000 against investment income of £51,130 and a net gain on investments of £10,094. The accounts state there are no material uncertainties regarding the charity's ability to continue.

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

What the accounts disclose

Largest income source: Investment income
“The charity generated investment income of £51,130 (2024: £37,912) during the course of the year and made donations of £110,000 (2024: £27,725)” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: sufficient funds to cover management, administration and support costs and to respond to emergency applications for grants (held: £1.6m)
“It is the policy of the charity to maintain unrestricted funds. This provides sufficient funds to cover management, administration and support costs and to respond to emergency applications for grants which may arise from time to time.” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Related party disclosures
“On 6 June 2024 the trustee M. I. Freeman loaned the trust £50,000. This loan was unsecured and interest free. The loan was repaid by the trust on 18 June 2024. There were no other related party transactions during the year ended 5 April 2025.” — page 15
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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
05/04/2025£51k£112k
05/04/2024£38k£30k
05/04/2023£66k£623k
05/04/2022£34k£44k
05/04/2021£13k£35k

Common questions

Is THE IRIS AND DAVID FREEMAN CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The charity held unrestricted reserves of £1,632,091 at the year end, which the trustees consider more than adequate to meet future charitable objectives. The trust reported a net expenditure of £51,176 for the year, driven by donations of £110,000 against investment income of £51,130 and a net gain on investments of £10,094. The accounts state there are no material uncertainties regarding the charity's ability to continue. Its FY2025 accounts were independently examined.