THE BEARR TRUST
Financial health, per its FY2024 accounts
The accounts state that the charity incurred an overall deficit of £36,186 for the year, driven primarily by restricted funds where expenditure exceeded income. However, the trustees confirm that total unrestricted reserves of £50,015 were held at year-end, which exceeds the stated policy target of six months' core expenditure (£17,075). The trustees view the overall financial position as sufficient to enable the charity to continue operating.
What the accounts disclose
“the Trustees seek to hold unrestricted reserves equivalent to at least six months of annual General Fund expenditure, excluding grant payments. Based on expenditure in 2024, this would equate to £17,075.”
Trustees
- NICOLA FRANCES ELIZABETH RAMSDENchair
- ANN LEWIS CMG
- Charles Garrett
- Clare Brooks
- Dr Michael Rasell
- Helen Goodman
- JANET GUNN CMG
- MEGAN BICK
- Marcia Levy
- ROSS EDWARD ROBERT GILL
- Sam Thorne
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £147k | £183k |
| 31/12/2023 | £245k | £237k |
| 31/12/2022 | £451k | £416k |
| 31/12/2021 | £83k | £70k |
| 31/12/2020 | £58k | £63k |
Common questions
Is THE BEARR TRUST financially healthy?
The accounts state that the charity incurred an overall deficit of £36,186 for the year, driven primarily by restricted funds where expenditure exceeded income. However, the trustees confirm that total unrestricted reserves of £50,015 were held at year-end, which exceeds the stated policy target of six months' core expenditure (£17,075). The trustees view the overall financial position as sufficient to enable the charity to continue operating. Its FY2024 accounts were independently examined.
Who funds THE BEARR TRUST?
Funders whose own accounts filings name THE BEARR TRUST as a grant recipient include W F SOUTHALL TRUST, Berwick PCC, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST WULFRAM, GRANTHAM, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST NICHOLAS, MARSTON.
Known funders
| Funder | Year | Amount |
|---|---|---|
| W F SOUTHALL TRUST | FY2022 | £69k |
| Berwick PCC | FY2022 | £703 |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST WULFRAM, GRANTHAM | FY2022 | £500 |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST NICHOLAS, MARSTON | FY2023 | £0 |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE AIM FOUNDATION | 1 | £150k |
| JOHN ELLERMAN FOUNDATION | 1 | £120k |
| THE BANISTER CHARITABLE TRUST | 1 | £118k |
| THE DRW FOUNDATION | 1 | £50k |
| ECOLOGICAL RESTORATION FUND | 1 | £50k |
| THE FREDERICK MULDER FOUNDATION | 1 | £30k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £24k |
| THE SAVITRI WANEY CHARITABLE TRUST | 1 | £20k |