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THE LOUIS AND VALERIE FREEDMAN CHARITABLE SETTLEMENT

Registered charity 271067 · accounts filings on the Charity Commission register · also known as LOUIS FREEDMAN CHARITABLE SETTLEMENT

Grant making charity

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Disability · Animals · Grant history (this charity is a funder) · Get email alerts

Latest income
£178k
Latest spending
£169k
Registered
1976
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that unrestricted funds decreased from £4,939,283 to £4,145,482 due to significant investment losses of £776,007. Despite this reduction in capital value, the charity generated £129,204 in investment income, which facilitated charitable expenditure of £112,220 and resulted in a net movement in funds of negative £793,801.

Automated summary of the FY2023 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: retain sufficient capital assets to generate an income to enable the charity to pay out between £90,000 and £120,000 per year (held: £4.1m)
“The trustees reserve policy is now to retain sufficient capital assets to generate an income to enable the charity to pay out between £90,000 and £120,000 per year.” — page 5
Per its FY2023 accounts as filed with the Charity Commission.
Payments to trustees: Hughes Collett (controlled by trustee F.H. Hughes) received £6,000 for accountancy and administration services.
“In the year Hughes Collett, a firm controlled by F.H. Hughes, a trustee, provided accountancy and administration services to the trust in the sum of £6,000 (2022- £6,000).” — page 13
Per its FY2023 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 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
30/09/2025£178k£169k
05/04/2024£113k£130k
05/04/2023£129k£147k
05/04/2022£124k£102k
05/04/2021£118k£142k

Common questions

Is THE LOUIS AND VALERIE FREEDMAN CHARITABLE SETTLEMENT financially healthy?

Per its FY2023 accounts: The accounts state that unrestricted funds decreased from £4,939,283 to £4,145,482 due to significant investment losses of £776,007. Despite this reduction in capital value, the charity generated £129,204 in investment income, which facilitated charitable expenditure of £112,220 and resulted in a net movement in funds of negative £793,801. Its FY2023 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
BEIS MENACHEM CHABAD LUBAVITCH1£183k
YESHIVAS LUBAVITCH MANCHESTER1£20k
THE ALBERT GUBAY CHARITABLE FOUNDATION1£12k
CLASSQUOTE LIMITED1£11k
DUCHY OF LANCASTER BENEVOLENT FUND1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE LOCKWOOD CHARITABLE FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE LOUIS AND VALERIE FREEDMAN CHARITABLE SETTLEMENT£178k—0unclear—no doubt
THE LOCKWOOD CHARITABLE FOUNDATION FY2025£2.8m—0unclear—no doubt
YAD VEACHISOMOCH L'CHAIM FY2025£834k—0unclear—no doubt
THE BEHRENS FOUNDATION FY2026£120k—0unclear—no doubt
BILL BROWN'S CHARITABLE SETTLEMENT OF 1989 FY2025£623k—0above—no doubt
THE FRANK LITCHFIELD GENERAL CHARITABLE TRUST FY2025£192k—0unclear—no doubt

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