DAVID SOLOMONS CHARITABLE TRUST

Registered charity 297275 · accounts filings on the Charity Commission register

Makes grants to organisations, with particular emphasis on those organisations providing services or other benefits for those with learning difficulties.

Objects

FOR SUCH CHARITIES OR APPLYING THE SAME FOR SUCH CHARITABLE PURPOSES IN SUCH SHARES AND PROPORTIONS AND GENERALLY IN SUCH MANNER IN ALL RESPECTS AS THE MANAGING TRUSTEES SHALL FROM TIME TO TIME IN THEIR DISCRETION 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: Disability · Get email alerts

Latest income

£80k

Latest spending

£116k

Registered

1991

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that total net assets decreased from £2,613,351 to £2,447,974, driven by a net loss of £165,377 which included significant investment losses. Unrestricted funds stood at £31,456, while the majority of resources (£2,416,518) were held in endowment funds. The trustees report no material uncertainties regarding the charity's ability to continue.

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

What the accounts disclose

Largest income source: Dividends from Equities and Unit Trusts (41% of income)

“Dividends from Equities and Unit Trusts 33,647”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves position: below the charity's own stated reserves policy (held: £31k; policy: spend all available income on grants; do not consider it necessary to keep a specific reserve)

“The trustees' policy has been to spend all available income on grants. The trustees consider all funds to be unrestricted and grants from the capital fund are made if a specific need arises. The trustees have made a three year commitment to certain organisations but do not consider it necessary to keep a specific reserve for this purpose.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

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.

Complaints policy and procedures
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
Risk management

Trustees · trustee networks

JEREMY JOHN RUTTERchair
Andrew Hugh Penny · trustee of 5 other charities
CAROL BOYS · trustee of 1 other charity
DIANA JEAN HUNTINGFORD
Dr Richard Solomons · trustee of 2 other charities
Zoe Solomons

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

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2026	£80k	£116k
05/04/2025	£81k	£121k
05/04/2024	£84k	£122k
05/04/2023	£91k	£126k
05/04/2022	£94k	£137k

Common questions

Is DAVID SOLOMONS CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total net assets decreased from £2,613,351 to £2,447,974, driven by a net loss of £165,377 which included significant investment losses. Unrestricted funds stood at £31,456, while the majority of resources (£2,416,518) were held in endowment funds. The trustees report no material uncertainties regarding the charity's ability to continue. Its FY2025 accounts were independently examined.