THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST

Registered charity 284387 · accounts filings on the Charity Commission register

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.

Objects

THE TRUSTEES SHALL APPLY THE INCOMBE OF THE TRUST FUND AND THE WHOLE OR SUCH PART OR PARTS OF THE CAPITAL THEROF AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FORM TIME TO TIME THINK FIT FOR SUCH PURPOSES RECONGISED BY THE LAW OF ENGLAND AND WALES AS CHARITABLE AS THE TURSTEES SHALL FROM TIME TO TIME SELECT.

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 · Grant history (this charity is a funder) · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

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.

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

What the accounts disclose

Accounts audited by Kreston Reeves Audit LLP. Discloses 3 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
• Trustee conflicts of interest 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.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 05/04/2022 (received 28/07/2023, 173 days after the 05/02/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• CHARLOTTE HEBER-PERCY
• Linda Joyce Cousins

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 THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST.

• THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST income £48k
• THE G D HERBERT CHARITABLE TRUST income £72k
• MILLWARD CHARITABLE TRUST income £47k
• THE CARRIEJO CHARITABLE TRUST income £28k
• THE CHARTERHOUSE CHARITABLE TRUST income £58k
• THE HEMBY CHARITABLE TRUST income £110k

Side by side with its peers

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