The Charlotte Heber-Percy Charitable Trust

Analysis

The Charlotte Heber-Percy Charitable Trust is a registered charity in England and Wales, based in London. It was registered in March 1982, 44 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable trust. It says it makes grants to organisations and provides buildings/facilities/open space.

In the financial year ending April 2025, The Charlotte Heber-Percy Charitable Trust reported income of £275k and spending of £360k, spending 131% of what it took in. Across the 5 years on record, from April 2021 to April 2025, income grew from £264k to £275k (+4.4%), an average of +1.1% a year. The sharpest change came in the year to April 2023, when income rose by 23%. Over the whole period it spent 117% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, The Charlotte Heber-Percy Charitable Trust sits at the 89th percentile: it is larger than about 89% of them. Against every charity in England and Wales with reported income it ranks in the 85th percentile. Charities of a similar size with the same main cause include The John R. Murray Charitable Trust (£275k), Mid Bedfordshire Citizens Advice Bureau (£275k) and The Grove Trust (£273k).

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.