THE HELEN AND GEOFFREY DE FREITAS CHARITABLE TRUST
The main object of the trust is to benefit UK charitable organisations and voluntary umbrella bodies which seek: to conserve countryside and environment in rural Britain; to preserve Britain's cultural heritage; to assist the underpriveleged through community facilities and services.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted funds of £1,059,707, representing a decrease from the previous year's £1,100,523 due to a net movement in funds of £(40,816). This decline was driven by a significant unrealised loss on the revaluation of fixed asset investments, which outweighed the net income generated from investment activities. The trustees confirm the financial statements are prepared on a going concern basis, indicating no immediate financial distress despite the reduction in asset value.
What the accounts disclose
“Legal and professional fees of £6,480 (2024 - £4,290) were paid to Charles Russell Speechlys LLP, the 100% parent company of the corporate trustee St Andrew Trustees Limited.” — page 13
Trustees
- ROGER LAIRD DE FREITAS
- St Andrew Trustees Limited
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £28k | £18k |
| 05/04/2024 | £29k | £13k |
| 05/04/2023 | £24k | £34k |
| 05/04/2022 | £23k | £81k |
| 05/04/2021 | £47k | £11k |
Common questions
Is THE HELEN AND GEOFFREY DE FREITAS CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted funds of £1,059,707, representing a decrease from the previous year's £1,100,523 due to a net movement in funds of £(40,816). This decline was driven by a significant unrealised loss on the revaluation of fixed asset investments, which outweighed the net income generated from investment activities. The trustees confirm the financial statements are prepared on a going concern basis, indicating no immediate financial distress despite the reduction in asset value. Its FY2025 accounts were independently examined.