THE HELEN AND GEOFFREY DE FREITAS CHARITABLE TRUST

Registered charity 258597 · accounts filings on the Charity Commission register

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.

Objects

TO BE APPLIED IN MAKING SUCH SUBSCRIPTIONS TO CHARITABLE ORGANISATIONS AND CHARITABLE BODIES (WHETHER OR NOT BY DEEDS OF CONVENANT) AND SUCH OTHER APPLICATIONS FOR CHARITIES PURPOSES AS THE DESIGNATED PERSON SHALL FROM TIME TO TIME IN WRITING DIRECT.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Accommodation/housing · Arts/culture/heritage/science · Environment/conservation/heritage · Economic/community Development/employment · Get email alerts

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.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

Trustees · trustee networks

• ROGER LAIRD DE FREITAS
• St Andrew Trustees Limited · trustee of 1 other charity

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

Operates in: Throughout England And Wales

Income and spending

Common questions