THE BERNHARD HEUBERGER CHARITABLE TRUST

Registered charity 294378 · accounts filings on the Charity Commission register

Apply capital and income of the trust fund for charitable purposes as the trustees think fit.

Objects

TO OR TOWARDS OR FOR THE BENEFIT OR FURTHRANCE OF SUCH CHARITABLE PURPOSES, CHARITABLE INSTITUTIONS OR CHARITABLE FOUNDATIONS AT SUCH TIMES AND IN SUCH MANNER AND IN SUCH SHARES AND PROPORTIONS OR TO PAY OR TRANSFER THE SAME TO THE TRUSTEES OF ANY TRUST ESTABLISHED FOR SOLELY CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

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 · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net movement in funds of negative £283,361 for the year ended 5 April 2025, resulting in a decrease in unrestricted reserves from £2,193,089 to £1,909,728. The trustees note that the trust is reliant on investment income and existing reserves to facilitate charitable grants and cover administration costs. No material uncertainties or risks to going concern were disclosed in the filing.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 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

Trustees · trustee networks

• DAVID L DEMBY
• STEPHEN NIGEL HEUBERGER

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

Operates in: Throughout England And Wales

Income and spending

Common questions