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

WILLIAM BERMAN'S TRUST

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

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.

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).

Trustees

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

Operates in: Essex

Income and spending

Financial year endIncomeSpending
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?

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.

FunderSimilar charities fundedAmount to them
ESTATE CHARITY OF WILLIAM HATCLIFFE1£1.1m
THE FRANCIS WINHAM FOUNDATION1£21k
COVENTRY CHURCH (MUNICIPAL) CHARITIES1£14k
THE WILLIAM DELAFIELD CHARITABLE TRUST1£10k
THE LESLIE MARY CARTER CHARITABLE TRUST1£5k
ANSON CHARITABLE TRUST1£2k
LILIAN FRANCES HIND BEQUEST (TRUSTEES OF LADY HIND)1£1k
CORDWAINERS CHARITABLE TRUST1£200

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.