THE SUMMERFIELD CHARITABLE TRUST

Registered charity 802493 · accounts filings on the Charity Commission register · also known as THE SUMMERFIELD TRUST

The Trust awards grants to charities based in Gloucestershire

Objects

SUCH CHARITABLE OBJECTS OR PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

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 · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Cotswold, South West, England (from the postcode on the register)

Latest income

£264k

Latest spending

£3.5m

Registered

1989

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves decreased to £6,773,846 from £9,877,705 in the prior year, driven by grant expenditure exceeding investment income. The trustees' policy is to distribute income arising in each financial year, and the charity plans to spend out most of its capital over the next few years. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

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

What the accounts disclose

Reserves policy: distribute the income arising in each financial year (reserves figure: £6.8m)

“The Trust is operated as a grant giving charity, and the trustees’ policy is to seek to distribute the income arising in each financial year.” — page 10

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Grant to CPRE Gloucestershire

“Roger Mortlock, a trustee of The Summerfield Charitable Trust, is linked to the charity Campaign to Protect Rural England (CPRE). During the year ended 31 December 2025, a grant amounting to £2,576 was awarded and paid to CPRE Gloucestershire.” — page 24

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Buzzacott Audit LLP. Discloses 5 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 handling
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
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.

Self-declared on the annual return for the financial year ending 31/12/2025

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

In the news

Recent coverage mentioning this charity by name (automated match; headlines belong to their publishers).

Summerfield Trust invests £1million to help Gloucestershire green spaces - Punchline-Gloucester.com punchline-gloucester.com · 11/09/2026

Trustees · trustee networks

DAVID OWENchair
Antonia Shield
KATRINA HICKS BEACH
Roger Mortlock
VANESSA ARBUTHNOTT

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

Operates in: Gloucestershire

Income and spending

Financial year end	Income	Spending
31/12/2025	£264k	£3.5m
31/12/2024	£358k	£2.5m
31/12/2023	£325k	£226k
31/12/2022	£305k	£249k
31/12/2021	£322k	£366k

Common questions

Is THE SUMMERFIELD CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves decreased to £6,773,846 from £9,877,705 in the prior year, driven by grant expenditure exceeding investment income. The trustees' policy is to distribute income arising in each financial year, and the charity plans to spend out most of its capital over the next few years. The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Buzzacott Audit LLP.

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.

Funder	Similar charities funded	Amount to them
HURDALE CHARITY LIMITED	1	£1.8m

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE FAIRFIELD CHARITABLE TRUST.

THE FAIRFIELD CHARITABLE TRUST income £667k
D L M CHARITABLE TRUST income £198k
THE G C GIBSON CHARITABLE TRUST income £560k
D G ALBRIGHT CHARITABLE TRUST income £48k
MOUNDFIELD CHARITIES LIMITED income £995k
THE SALAMANDER CHARITABLE TRUST income £48k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE SUMMERFIELD CHARITABLE TRUST	£264k	—	unclear	—	no doubt
THE FAIRFIELD CHARITABLE TRUST FY2025	£667k	—	above	—	no doubt
D L M CHARITABLE TRUST FY2025	£198k	—	unclear	—	no doubt
THE G C GIBSON CHARITABLE TRUST FY2025	£560k	—	unclear	—	no doubt
D G ALBRIGHT CHARITABLE TRUST FY2025	£48k	—	unclear	—	no doubt
MOUNDFIELD CHARITIES LIMITED FY2025	£995k	—	above	—	no doubt

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