THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST
The object of the trust is to apply the capital and/or the income of the trust fund for such charitable purposes as the trustees in their absolute discretion think fit. During this period grants have been made to other organisations that are themselves charitable in nature.
Objects
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.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £514,416, which the trustees consider sufficient to cover fundraising and charitable activities. The charity reported a net expenditure of £123,914, resulting in a decrease in total funds from £638,330 to £514,416. The trustees confirm the charity is a going concern with adequate resources for the foreseeable future.
What the accounts disclose
“The trustees' aim is to maintain free reserves at a level that will provide sufficient to respond to applications for grants and ensure that there are sufficient funds available to cover its expenditure on fund raising and charitable activities.” — page 4
Policies the charity declares
- Investment
- Risk management
Trustees
- LAURENCE PAUL MARKHAMchair
- DUDLEY JAMES STEBBINGS
- HOWARD SPENCER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £48k | £167k |
| 05/04/2024 | £110k | £210k |
| 05/04/2023 | £95k | £236k |
| 05/04/2022 | £19k | £164k |
| 05/04/2021 | £21k | £255k |
Common questions
Is THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £514,416, which the trustees consider sufficient to cover fundraising and charitable activities. The charity reported a net expenditure of £123,914, resulting in a decrease in total funds from £638,330 to £514,416. The trustees confirm the charity is a going concern with adequate resources for the foreseeable future. Its FY2025 accounts were independently examined.
Charities like this
- THE BENITA AND GERALD FOGEL CHARITABLE TRUST
- THE RANMORE CHARITABLE TRUST
- THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST
- THE ROGER DE HAAN CHARITABLE TRUST
- BDO CHARITABLE TRUST
- THE ALFRED AND FRANCES RUBENS CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST | £48k | — | 0 | unclear | — | no doubt |
| THE BENITA AND GERALD FOGEL CHARITABLE TRUST | £35k | — | 0 | unclear | — | no doubt |
| THE RANMORE CHARITABLE TRUST | £17k | — | 0 | unclear | — | no doubt |
| THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST | £275k | — | 0 | unclear | — | no doubt |
| THE ROGER DE HAAN CHARITABLE TRUST | £269k | — | 0 | above | — | no doubt |
| BDO CHARITABLE TRUST | £50k | — | 0 | unclear | — | no doubt |