THE DANIEL FALKNER CHARITABLE TRUST
Mainly provides academic support for individuals and research institutions. In addition, the trustees give grants to other charitable organisations with non scientific objects.
Objects
TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY FROM TIME TO TIME AT THEIR UNCONTROLLED DISCRETION DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £1,033,780, which the Trustees consider sufficient to fund three years of commitments against their stated reserves policy. The charity reported a net income surplus of £5,915 for the year, driven by investment gains, while charitable expenditure totaled £42,687.
What the accounts disclose
“Investment income 2 34,129” — page 6
“The Trustees consider that a sum no less than three years commitments as an appropriate level of reserves.”
“During the year ended 5 April 2025, there was one related party transactions in the Daniel Falkner Charitable Trust. Donation to Rosetree Foundation totalling £15,251, which Ann Berger is the CEO.” — page 4
Register events
- Received assets from another charity (16/03/2023)
Trustees
- Ann Berger
- GEOFFREY DAVID BERGER FCA
- RACHAEL JANE BERGER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £34k | £48k |
| 05/04/2024 | £34k | £55k |
| 05/04/2023 | £43k | £38k |
| 05/04/2022 | £33k | £95k |
| 05/04/2021 | £42k | £66k |
Common questions
Is THE DANIEL FALKNER CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £1,033,780, which the Trustees consider sufficient to fund three years of commitments against their stated reserves policy. The charity reported a net income surplus of £5,915 for the year, driven by investment gains, while charitable expenditure totaled £42,687. Its FY2025 accounts were independently examined.