SPIELMAN CHARITABLE TRUST

Registered charity 278306 · accounts filings on the Charity Commission register

The Trust provides grants to a range of institutions and individuals to help them deal with immediate needs. The Trust also supports a number of charities, particularly those engaged in caring for and educating children and young people in Bristol and the South West of England. It also provides grants to other charities that the trustees believe merit the support of the Trust.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£249k

Latest spending

£295k

Registered

1979

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted assets reduced from £5,870,294 to £5,687,637 due to a net movement in funds of £(182,657), driven by a loss on programme-related investments. The charity does not actively fundraise, relying entirely on investment income managed by Evelyn Partners to cover charitable distributions and administration expenses.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income (100% of income)

“Income from dividends: Dividends receivable from group undertakings 248,820”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Trustees · trustee networks

MR C J L MOORSOMchair
Amelia Hann
Anna Jennifer MacCarthy
KAREN PETERSEN HANN
MR P A COOPER

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

Operates in: Bristol City

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?

Per its FY2025 accounts: The accounts state that unrestricted assets reduced from £5,870,294 to £5,687,637 due to a net movement in funds of £(182,657), driven by a loss on programme-related investments. The charity does not actively fundraise, relying entirely on investment income managed by Evelyn Partners to cover charitable distributions and administration expenses. Its FY2025 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.

Funder	Similar charities funded	Amount to them
THE HOWE GREEN TRUST	1	£100k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE JESSIE SPENCER TRUST.

THE JESSIE SPENCER TRUST income £148k
THE ELMGRANT TRUST income £178k
THE PELL CHARITABLE TRUST income £249k
DELVES CHARITABLE TRUST income £222k
THE SHERLING CHARITABLE TRUST income £780k
THE J F BRIGNALL CHARITABLE TRUST income £225k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
SPIELMAN CHARITABLE TRUST	£249k	—	unclear	—	no doubt
THE JESSIE SPENCER TRUST FY2025	£148k	—	unclear	—	no doubt
THE ELMGRANT TRUST FY2025	£178k	—	within	—	no doubt
THE PELL CHARITABLE TRUST FY2026	£249k	—	above	—	no doubt
DELVES CHARITABLE TRUST FY2025	£222k	—	above	—	no doubt
THE SHERLING CHARITABLE TRUST FY2026	£780k	—	unclear	—	no doubt

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