TRELOAR TRUST

Registered charity 1092857 · accounts filings on the Charity Commission register · also known as TRELOAR COLLEGE, TRELOAR SCHOOL, TRELOARS

THE CHARITY PROVIDES TWO EDUCATIONAL ESTABLISHMENTS AND VARIOUS OUTREACH SERVICES TO YOUNG PEOPLE WITH DISABILITIES

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · website · Get email alerts

Latest income
£32.3m
Latest spending
£32.9m
Registered
2002
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £143k for the year ended 31 August 2025, driven by inflationary pressures and full staffing costs exceeding income growth. However, overall net assets increased to £29.7m due to significant actuarial gains on the defined benefit pension scheme and investment gains, while general reserves rose marginally to £2.73m.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £2.7m; policy: three months of normal operating expenditure)
“At 31 August 2025, the General Reserve was £2.73m (2024: £2.44m). Whilst improved, this figure remains lower than the reserve level targeted by Trustees even when long term finance is factored in.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Trust granted to TEL the head lease over flats at Campbell Court and at Rivermead. In the year ended 31 August 2025 the Trust was paid the annual charge of £96,480 (2024: £87,480) in rent and service charges for these flats.
“The Trust granted to TEL the head lease over flats at Campbell Court and at Rivermead. In the year ended 31 August 2025 the Trust was paid the annual charge of £96,480 (2024: £87,480) in rent and service charges for these flats.” — page 45
“The Trust owns all the issued share capital of Treloar Enterprises Limited, which shares its Registered Office with the Trust. Its principal activities are the lettings of facilities and the retail presence of the Trust both physically and on-line. The trading subsidiary gift aids its profit to the Trust.” — page 36
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Trust owns all the issued share capital of Treloar Enterprises Limited (TEL). The trading subsidiary gift aids its profit to the Trust. Its trading results for the year ended 31st August were: Profit on ordinary activities after taxation 82. Gift aided payment - qualifying charitable donation (82).
“The Trust granted to TEL the head lease over flats at Campbell Court and at Rivermead. In the year ended 31 August 2025 the Trust was paid the annual charge of £96,480 (2024: £87,480) in rent and service charges for these flats.” — page 45
“The Trust owns all the issued share capital of Treloar Enterprises Limited, which shares its Registered Office with the Trust. Its principal activities are the lettings of facilities and the retail presence of the Trust both physically and on-line. The trading subsidiary gift aids its profit to the Trust.” — page 36
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Treloar Enterprises Limited
“Treloar Trust has only one subsidiary, Treloar Enterprises Limited (TEL).”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Moore Kingston Smith LLP. Discloses 4 of 6 completeness components.

In the news

Recent coverage mentioning this charity by name (automated match; headlines belong to their publishers).

Corporate structure

Public fundraising profile: JustGiving — Treloar's (matched by registered charity number).

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

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.

Official officers record.

Property (HM Land Registry)

4 registered titles in England and Wales held by the charity’s company or corporate body (4 freehold); recorded price paid £388k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: Treloar Trust — Registered, 1 registered location, 3 regulated activities, last inspected 08/06/2017.charity number confirmed by CQC CQC record

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/08/2025)

Total income
£32.3m
Total spending
£32.9m
Cost of raising funds
£856k
Reserves (reported)
£29.7m
Employees
867

Reported reserves equal ~10.8 months of spending — above the median for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Charitable activities (92% 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: 2.7% 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).

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
31/08/2025£32.3m£32.9m
31/08/2024£30.6m£31.4m
31/08/2023£27.7m£28.5m
31/08/2022£26.0m£26.0m
31/08/2021£25.7m£26.2m

Common questions

Is TRELOAR TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £143k for the year ended 31 August 2025, driven by inflationary pressures and full staffing costs exceeding income growth. However, overall net assets increased to £29.7m due to significant actuarial gains on the defined benefit pension scheme and investment gains, while general reserves rose marginally to £2.73m. Its FY2025 accounts were audited by Moore Kingston Smith LLP.

Who funds TRELOAR TRUST?

Funders whose own accounts filings name TRELOAR TRUST as a grant recipient include THE POWELL FAMILY FOUNDATION, WORSHIPFUL COMPANY OF NEEDLEMAKERS CHARITABLE FUND, THE WALTER GUINNESS CHARITABLE TRUST, COLEFAX CHARITABLE TRUST, THE FRANK LITCHFIELD GENERAL 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).

FunderDateAmountPurpose
The National Lottery Community Fund23/07/2009£10kGiving our Students a Voice
The National Lottery Community Fund17/07/2006£8kSports Wheelchairs and Mobile Hoist

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 TENDER EDUCATION AND ARTS.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
TRELOAR TRUST£32.3m——below—no doubt
TENDER EDUCATION AND ARTS FY2025£1.8mOver £60,0001unclear—no doubt
The Trust Foundation FY2024£3.0m—0above—no doubt
THE TRESANTON TRUST FY2025£470k—0below—no doubt
ST. NICHOLAS' EDUCATIONAL TRUST FY2025£115k—0below—no doubt
THE BOTHWELL CHARITABLE TRUST FY2025£145k—0unclear—no doubt

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