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

Objects

FOR SUCH CHARITIES OR CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT.

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

Registered contact address: Elmbridge, South East, England (from the postcode on the register)

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

Accounts independently examined (not a full audit). Discloses 4 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
• Risk management
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• Edward Alastair Freedman
• Francis Henry Hughes · trustee of 2 other charities
• MICHAEL ANTHONY GOURNAY FERRIER

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

Operates in: Throughout England And Wales

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WINEMAN CHARITABLE TRUST.

• WINEMAN CHARITABLE TRUST income £56k
• THE A M CHARITABLE TRUST income £157k
• THE IRIS AND DAVID FREEMAN CHARITABLE TRUST income £40k
• LAUFER CHARITABLE TRUST income £123k
• FRANK RUSSON CHARITABLE TRUST income £34k
• THE FRANK LITCHFIELD GENERAL CHARITABLE TRUST income £192k

Side by side with its peers

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