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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

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.

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).

Trustees

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?

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£102k
YESHIVAS LUBAVITCH MANCHESTER1£20k

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