Charity Accounts Intelreading the accounts so you don’t have to

THOMSON-BREE CHARITABLE TRUST

Registered charity 1133326 · accounts filings on the Charity Commission register

To distribute the Charity's income, at its Trustees discretion, between the six charities or charitable entities specifically named as potential discretionary beneficiaries under the terms of the will of the late James R.W. Thomson-Bree

Causes: The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Religious Activities · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

Latest income
£264k
Latest spending
£311k
Registered
2009
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds decreased from £12,949,215 to £12,639,951 due to a net expenditure of £309,264, driven by a significant unrealized loss on investments of £262,796. The trustees report that the financial position remains good, with the charity funded by a substantial legacy and generating income from investments and property rentals. No reserves policy target is stated, as the trustees intend to gradually control reserves to distribute the majority of annual income to beneficiaries.

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

What the accounts disclose

Accounts audited by Luckmans Duckett Parker Limited. Discloses 3 of 6 completeness components.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England

Income and spending

Financial year endIncomeSpending
30/11/2025£264k£311k
30/11/2024£237k£250k
30/11/2023£213k£291k
30/11/2022£212k£160k
30/11/2021£178k£209k

Common questions

Is THOMSON-BREE CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds decreased from £12,949,215 to £12,639,951 due to a net expenditure of £309,264, driven by a significant unrealized loss on investments of £262,796. The trustees report that the financial position remains good, with the charity funded by a substantial legacy and generating income from investments and property rentals. No reserves policy target is stated, as the trustees intend to gradually control reserves to distribute the majority of annual income to beneficiaries. Its FY2025 accounts were audited by Luckmans Duckett Parker Limited.

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.

FunderSimilar charities fundedAmount to them
SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST1£183k
RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES1£200

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with H & T CLIENTS CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THOMSON-BREE CHARITABLE TRUST£264k—0unclear—no doubt
H & T CLIENTS CHARITABLE TRUST FY2025£919k—0unclear—no doubt
BHM CHARITABLE TRUST FY2025£136k—0within—no doubt
THE JORDAN MAX GOODMAN CHARITABLE TRUST FY2025£227k—0unclear—no doubt
SUMNER WILSON CHARITABLE TRUST FY2025£136k—0above—no doubt
SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST FY2025£187k—0unclear—no doubt

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