WILLIAM BERMAN'S TRUST

Registered charity 236697 · accounts filings on the Charity Commission register · also known as WILLIAM BERMAN'S

The provision of almshouse accommodation for women, over the age of 50 years and who are of limited financial means

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

Latest income

£197k

Latest spending

£110k

Registered

1964

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds carried forward were £2,664,569, comprising unrestricted funds of £530,744 and endowment funds of £2,133,825. The trustees consider the charity's financial position satisfactory and confirm there are no material uncertainties regarding its ability to continue as a going concern.

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

What the accounts disclose

Reserves policy: sufficient reserves to enable the Charity to continue to achieve its principal objectives (held: £531k)

“The Charity's policy on reserves is to maintain sufficient reserves to enable the Charity to continue to achieve its principal objectives.” — page 3

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

Christine Tuck
Colin Enderby
JACQUELINE EDITH HOME GOWLETT
Jean McGinley
RITA ANDERSON · trustee of 1 other charity
Stefan Tkaczyk · trustee of 1 other charity
Stephen Hill

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

Operates in: Essex

Income and spending

Financial year end	Income	Spending
31/12/2025	£197k	£110k
31/12/2024	£185k	£152k
31/12/2023	£174k	£150k
31/12/2022	£154k	£109k
31/12/2021	£150k	£105k

Common questions

Is WILLIAM BERMAN'S TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total funds carried forward were £2,664,569, comprising unrestricted funds of £530,744 and endowment funds of £2,133,825. The trustees consider the charity's financial position satisfactory and confirm there are no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were independently examined.

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
ESTATE CHARITY OF WILLIAM HATCLIFFE	1	£1.1m
THE EDWARD CADBURY CHARITABLE TRUST	1	£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with GREENWICH CHARITY OF WILLIAM HATCLIFFE AND THE MISSES SMITH.

GREENWICH CHARITY OF WILLIAM HATCLIFFE AND THE MISSES SMITH income £460k
THE ABERFORD ALMSHOUSES income £177k
THORNER'S HOMES income £989k
THE CITY OF LONDON ALMSHOUSES income £480k
TURNER'S ALMSHOUSES income £173k
THE JAMES LLOYD ALMSHOUSES income £233k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
WILLIAM BERMAN'S TRUST	£197k	—	0	unclear	—	no doubt
GREENWICH CHARITY OF WILLIAM HATCLIFFE AND THE MISSES SMITH FY2025	£460k	—	0	unclear	—	no doubt
THE ABERFORD ALMSHOUSES FY2025	£177k	—	0	above	—	no doubt
THORNER'S HOMES FY2024	£989k	—	—	unclear	—	no doubt
THE CITY OF LONDON ALMSHOUSES FY2025	£480k	—	0	above	—	no doubt
TURNER'S ALMSHOUSES FY2025	£173k	—	0	unclear	—	no doubt

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