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
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).
- East Hampshire District Councillors — “Thanks to £3,300 in Councillor Grants from East Hampshire District Councillors, Treloar’s has purchased a specialist Baffin Simon car seat” (source page)
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.
- HOWARD, Ian Philip — director, appointed 28/05/2026on trustee list
- BIRCH, Philip Lloyd — director, appointed 11/03/2026on trustee list
- MCCLURE, Alison Jane — director, appointed 11/03/2026on trustee list
- WRIGHT, Joanna Clare — director, appointed 21/07/2024on trustee list
- SMITH, Neil Reynolds — director, appointed 24/05/2023on trustee list
- CRANNA, Ian Peter — director, appointed 26/01/2023on trustee list
- GALLIFORD, Anna Elizabeth — director, appointed 01/09/2021on trustee list
- COOK, David — director, appointed 26/03/2021on trustee list
- BREWER, Cheryl Ann — director, appointed 01/01/2020on trustee list
- NORMINGTON, Winifred Anne Charlotte — director, appointed 23/04/2019not on trustee list
- BIRCH, Simon Charles — secretary, appointed 13/06/2023
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)
Cost of raising funds
£856k
Reserves (reported)
£29.7m
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).
- Treloar College: Outstanding (18/10/2017) · CQC record
- Alison McClure
- Anna Elizabeth Galliford
- Cheryl Brewer
- DAVID VICTOR MATTHEWS · trustee of 2 other charities
- David Cook
- Ian Cranna
- Ian Philip Howard
- Joanna Wright
- Lady Win Normington
- Neil Smith
- Philip Lloyd Birch
Trustee list from the Charity Commission register (current, not historical).
Operates in: Throughout England And Wales
Income and spending
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).
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
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.