THE DRUE HEINZ CHARITABLE TRUST

Registered charity 1176080 · accounts filings on the Charity Commission register

No information recorded.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£1.5m

Latest spending

£3.4m

Registered

2017

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £145,457,704, which the trustees consider sufficient without a formal reserves policy due to its grant-making nature. The charity reported a net operating deficit of £1,837,701, largely offset by significant investment gains, resulting in a net movement in funds of £1,183,556. The trustees and auditors confirm the charity has adequate resources to continue as a going concern.

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

What the accounts disclose

Largest income source: Investments (100% of income)

“Income from: Investments 1,519,035”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Oxley Accountants & Business Advisors Limited. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income

£1.5m

Total spending

£3.4m

Cost of raising funds

£350k

Reserves (reported)

£145.5m

Employees

Per its annual return, largest income source: Investments (100% 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: 23.1% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).

Trustees · trustee networks

Janet Lucy Gibson · trustee of 2 other charities
MARK BOOKMAN
Orlando Gregory Fraser KC

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

Operates in: Throughout England

Income and spending

Financial year end	Income	Spending
31/03/2025	£1.5m	£3.4m
31/03/2024	£1.8m	£1.3m
31/03/2023	£1.4m	£1.5m
31/03/2022	£504k	£5.8m
31/03/2021	£720k	£4.1m

Common questions

Is THE DRUE HEINZ CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £145,457,704, which the trustees consider sufficient without a formal reserves policy due to its grant-making nature. The charity reported a net operating deficit of £1,837,701, largely offset by significant investment gains, resulting in a net movement in funds of £1,183,556. The trustees and auditors confirm the charity has adequate resources to continue as a going concern. Its FY2025 accounts were audited by Oxley Accountants & Business Advisors 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.

Funder	Similar charities funded	Amount to them
MENPHYS LIMITED	1	£45k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE HARAMEAD TRUST.

THE HARAMEAD TRUST income £4.8m
THE ADINT CHARITABLE TRUST income £212k
ENGLISH HOLDINGS CHARITABLE TRUST income £398k
THE RICHARD MEINS CHARITABLE TRUST income £180k
KUSZER TZEDAKAH income £141k
THE CARMONA CHARITABLE TRUST income £438k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE DRUE HEINZ CHARITABLE TRUST	£1.5m	—	unclear	—	no doubt
THE HARAMEAD TRUST FY2025	£4.8m	—	unclear	—	no doubt
THE ADINT CHARITABLE TRUST FY2025	£212k	—	unclear	—	no doubt
ENGLISH HOLDINGS CHARITABLE TRUST FY2025	£398k	—	unclear	—	no doubt
THE RICHARD MEINS CHARITABLE TRUST FY2026	£180k	—	unclear	—	no doubt
KUSZER TZEDAKAH FY2025	£141k	—	above	—	no doubt

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