THE G D HERBERT CHARITABLE TRUST
General Charitable purposes
Objects
FOR SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE SETTLOR MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT AND SUBJECT TO AND IN DEFAULT OF ANY SUCH DIRECTION AND IN SO FAR AS SUCH DIRECTION MAY NOT EXTEND AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £134,128 for the year, funded by investment income of £72,019 and withdrawals from capital. The trustees note that it is not their policy to retain significant reserves, and free reserves stood at £97,061 at the year end. The charity confirmed there are no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
“It is not the trustees’ intention to hold substantial reserves but to settle these costs initially from income arising from the portfolio.” — page 2
“Veale Wasbrough Vizards LLP, a law firm in which the trustee J Cuxson is partner, provides administration services to the charity. Fees paid totalled £7,500 (2024: £7,500) for the year to 5 April 2025.” — page 12
Policies the charity declares
- Investment
- Risk management
Trustees
- Caroline Louise Beaumont
- MRS J M CUXSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £72k | £141k |
| 05/04/2024 | £68k | £122k |
| 05/04/2023 | £63k | £112k |
| 05/04/2022 | £53k | £114k |
| 05/04/2021 | £49k | £106k |
Common questions
Is THE G D HERBERT CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £134,128 for the year, funded by investment income of £72,019 and withdrawals from capital. The trustees note that it is not their policy to retain significant reserves, and free reserves stood at £97,061 at the year end. The charity confirmed there are no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were independently examined.
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Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE G D HERBERT CHARITABLE TRUST | £72k | — | 0 | unclear | — | no doubt |
| THE GOODENOUGH CHARITABLE TRUST | £50k | — | 0 | unclear | — | no doubt |
| THE GEOFFREY HAROLD GREATREX CHARITABLE INCORPORATED ORGANISATION | £35k | — | 0 | below | — | no doubt |
| GERALD LEIGH CHARITABLE TRUST | £37k | — | 0 | unclear | — | no doubt |
| THE LEONARD CHADWICK CHARITABLE TRUST | £47k | — | 0 | unclear | — | no doubt |
| G F EYRE CHARITABLE TRUST | £124k | — | 0 | above | — | no doubt |