THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST
The Trustees hold capital and income upon trust to apply income and, as far as may be necessary, the capital to make donations to such charitable bodies or institutions at such times and in such manner as the Trustees may, in their absolute discretion, think fit.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £8,265,784, a decrease from £8,703,141 in the prior year, driven by a net outflow of resources of £437,357. This outflow resulted from charitable expenditure exceeding incoming resources, compounded by significant investment losses. The trustees confirm the charity remains a going concern with adequate assets to meet obligations.
What the accounts disclose
“Mrs C S Heber Percy who is a trustee, personally paid the charity's trust management fees of £10,800 in the year. As at 5 April 2025 £10,800 is repayable to Mrs C S Heber Percy.” — page 18
Trustees
- CHARLOTTE HEBER-PERCY
- Linda Joyce Cousins
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £275k | £360k |
| 05/04/2024 | £293k | £360k |
| 05/04/2023 | £359k | £448k |
| 05/04/2022 | £292k | £255k |
| 05/04/2021 | £264k | £314k |
Common questions
Is THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £8,265,784, a decrease from £8,703,141 in the prior year, driven by a net outflow of resources of £437,357. This outflow resulted from charitable expenditure exceeding incoming resources, compounded by significant investment losses. The trustees confirm the charity remains a going concern with adequate assets to meet obligations. Its FY2025 accounts were audited by Kreston Reeves Audit LLP.
Charities like this
- BHM CHARITABLE TRUST
- BRAMPTON CHARITABLE TRUST
- ENGLISH HOLDINGS CHARITABLE TRUST
- THE BALNEY CHARITABLE TRUST
- THE CUNMONT CHARITABLE TRUST
- THE SCS TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST | £275k | — | 0 | unclear | — | no doubt |
| BHM CHARITABLE TRUST | £136k | — | 0 | within | — | no doubt |
| BRAMPTON CHARITABLE TRUST | £101k | — | 0 | unclear | — | no doubt |
| ENGLISH HOLDINGS CHARITABLE TRUST | £398k | — | 0 | unclear | — | no doubt |
| THE BALNEY CHARITABLE TRUST | £231k | — | 0 | above | 29.3% | no doubt |
| THE CUNMONT CHARITABLE TRUST | £2.4m | — | 0 | unclear | — | no doubt |