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.

Objects

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST FOR SUCH PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AND IN SUCH SHARES AND PROPORTIONS AS THEY SHALL THINK FIT.

Area of benefit: NOT DEFINED

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

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.

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.

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.