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THE TALISMAN CHARITABLE TRUST

Registered charity 207173 · accounts filings on the Charity Commission register · also known as CHARITABLE TRUST OF THE LATE BARON F A D'ERLANGER

In general, the trustees have set the main aims of the Charity as assisting individuals of small means and other charitable organisations with the needs of, or in the relief of poverty as defined by the Charitable Commission. Applications for grants from both individuals and organisations are considered. Further information can be found on the Charity's website.

Causes: The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£330k
Latest spending
£334k
Registered
1962
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net loss of £705,654 for the year ended 5 April 2025, driven primarily by net losses on investments of £702,430. Despite this loss, the charity maintains unrestricted free reserves of £184,030, which the trustees confirm falls within their stated policy parameters of 10% to 80% of total net income. The trustees express a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Largest income source: UK investment funds (83% of income)
“UK investment funds 274,786”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: no lower than 10% and no greater than 80% of the total net income (held: £184k)
“The Trustees consider it prudent to maintain a target level of free reserves in unrestricted funds, which is no lower than 10% and no greater than 80% of the total net income, prior to deducting costs relating to charitable activities, as shown in the Statement of Financial Activities of the preceding year's annual accounts.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Peters Elworthy & Moore. Discloses 5 of 6 completeness components.

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
05/04/2025£330k£334k
05/04/2024£318k£342k
05/04/2023£270k£243k
05/04/2022£231k£230k
05/04/2021£235k£181k

Common questions

Is THE TALISMAN CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net loss of £705,654 for the year ended 5 April 2025, driven primarily by net losses on investments of £702,430. Despite this loss, the charity maintains unrestricted free reserves of £184,030, which the trustees confirm falls within their stated policy parameters of 10% to 80% of total net income. The trustees express a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by Peters Elworthy & Moore.

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE TALISMAN CHARITABLE TRUST£330k—0within—no doubt
INVESTREAM CHARITABLE TRUST FY2025£153k—0above—no doubt
SCHREIBER CHARITABLE TRUST FY2025£820k—0unclear—no doubt
T. A. G. TRUST LTD FY2025£191k—0unclear—no doubt
THE JEANNINE VASSILIOU CHARITABLE TRUST FY2025£115k—0unclear—no doubt
THE AIMWELL CHARITABLE TRUST FY2025£608k—0unclear—no doubt

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