SPIELMAN CHARITABLE TRUST
Financial health, per its FY2023 accounts
The accounts state that unrestricted assets decreased from £6,289,811 to £5,824,792 due to a deficit of income over expenditure of £465,019. This deficit was driven by a loss on investments of £452,458, which outweighed the investment income of £266,754. Charitable expenditure remained stable at £279,315, while administration and investment management charges totaled £34,315.
What the accounts disclose
Trustees
- MR C J L MOORSOMchair
- Amelia Hann
- Anna Jennifer MacCarthy
- KAREN PETERSEN HANN
- MR P A COOPER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £249k | £295k |
| 05/04/2024 | £266k | £252k |
| 05/04/2023 | £267k | £279k |
| 05/04/2022 | £282k | £278k |
| 05/04/2021 | £227k | £283k |
Common questions
Is SPIELMAN CHARITABLE TRUST financially healthy?
The accounts state that unrestricted assets decreased from £6,289,811 to £5,824,792 due to a deficit of income over expenditure of £465,019. This deficit was driven by a loss on investments of £452,458, which outweighed the investment income of £266,754. Charitable expenditure remained stable at £279,315, while administration and investment management charges totaled £34,315. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE HOWE GREEN TRUST | 1 | £100k |