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THE MRS. HILDA BEER CHARITABLE TRUST

Registered charity 1080587 · accounts filings on the Charity Commission register

To apply the income for the benefit of charitable objects and purposes.

Objects

(A) THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT (B) THE TRUSTEES MAY IN THEIR DISCRETION FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Area of benefit: WORLDWIDE

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 · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Get email alerts

Latest income
£58k
Latest spending
£76k
Registered
2000
Accounts read
FY2024

Financial health, per its FY2024 accounts

The charity reported a net increase in funds of £50,482, bringing total unrestricted and endowment reserves to £1,667,570. This figure significantly exceeds the trustees' stated policy target of maintaining unrestricted reserves of no less than £10,000. The accounts state there are no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: unrestricted reserves should be no less than £10,000 (held: £1.7m)
“The trustees will maintain sufficient reserves to meet unforeseen requirements and consider that unrestricted reserves should be no less than £10,000.” — page 5
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Druces LLP provided administration services to the Trust. Trustees Mr M Duncan and Mr P Campbell are partners of Druces LLP, and Mr P A Caruana is employed by Druces LLP. Services are not deemed trustees' remuneration.
“During the period Druces LLP provided administration services to the H C Beer Charitable Trust amounting to £9,600 (2023 - £11,580). Trustees Mr M Duncan and Mr P Campbell are also partners of Druces LLP. Mr P A Caruana is employed by Druces LLP. These services are not related to Mr M Duncan, Mr P Campbell and Mr P A Caruana’s trusteeship and therefore are not deemed to be Trustees’ remuneration. At the balance sheet date the amount due to Druces LLP was £6,120 (2023 - £2,400). Page | 14” — page 16
Per its FY2024 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: Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£58k£76k
31/12/2023£55k£54k
31/12/2022£53k£71k
31/12/2021£52k£116k
31/12/2020£50k£85k

Common questions

Is THE MRS. HILDA BEER CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The charity reported a net increase in funds of £50,482, bringing total unrestricted and endowment reserves to £1,667,570. This figure significantly exceeds the trustees' stated policy target of maintaining unrestricted reserves of no less than £10,000. The accounts state there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2024 accounts were independently examined.