CLARA E BURGESS CHARITY

Registered charity 1072546 · accounts filings on the Charity Commission register · also known as THE CLARA E BURGESS CHARITY

Relief of children and young persons, in particular by the provision of facilities and assistance to enhance the education, health and physical well- being of such children, in order that their conditions of life may be improved, but having particular regard to children under age of 10 and those who have lost either one or both parents. Trust is open to applications.

Causes: Other Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£751k

Latest spending

£651k

Registered

1998

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds increased to £12,273,563, driven by significant investment gains of £862,288 which offset a net resource outflow from operations. The charity holds £43,004 in free unrestricted reserves, which the trustees consider adequate given the availability of expendable endowment funds. 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: does not consider that the charity needs to maintain any significant free reserves (held: £43k)

“Given the availability of the expendable endowment fund the trustee does not consider that the charity needs to maintain any significant free reserves although they recognise that such reserves will arise from time to time.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Ludlow Trust Company Limited, the corporate trustee, charged fees for administrative services.

“During the year under review Ludlow Trust Company Limited was the sole trustee for the charity and charged fees for the provision of administrative services amounting to £37,551 (2024: £37,548). At the balance sheet date £2,083 (2024: £2,017) is accrued and payable to the Ludlow Trust Company Limited. These fees are authorised under sections 2.3.1 and 4.2 of the trust deed.” — page 16

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Blue Spire Limited. Discloses 5 of 6 completeness components.

Year-over-year changes

Reserves position vs the charity's own policy moved from "below" (FY2024) to "above" (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Structured financials (annual return, FY ending 20/10/2025)

Total income

£751k

Total spending

£651k

Cost of raising funds

£54k

Reserves (reported)

£0

Employees

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Other (66% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 7.2% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

LUDLOW TRUST COMPANY LTD · trustee of 140 other charities

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
20/10/2025	£751k	£651k
20/10/2024	£383k	£667k
20/10/2023	£723k	£778k
20/10/2022	£281k	£337k
20/10/2021	£237k	£191k

Common questions

Is CLARA E BURGESS CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that total funds increased to £12,273,563, driven by significant investment gains of £862,288 which offset a net resource outflow from operations. The charity holds £43,004 in free unrestricted reserves, which the trustees consider adequate given the availability of expendable endowment funds. 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 Blue Spire Limited.

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
ST. JAMES'S PLACE CHARITABLE FOUNDATION	1	£341k
THE STEVE MORGAN FOUNDATION	1	£185k
THE BEAVERBROOKS CHARITABLE TRUST	1	£185k
THE SANDHU CHARITABLE FOUNDATION	1	£88k
BAKER FAMILY CHARITABLE TRUST	1	£75k
THE ROSE FOUNDATION	1	£33k
THE MEDLOCK CHARITABLE TRUST	1	£25k
THE TOMPKINS FOUNDATION	1	£25k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CLARA MARTINEAU CHARITY.

CLARA MARTINEAU CHARITY income £183k
SURE AND FIRM FOUNDATIONS income £869k
FUN 4 KIDZ income £1.2m
CAREDUCATION TRUST LTD income £133k
VARIETY THE CHILDREN'S CHARITY income £7.2m
CHALONER CHILDRENS CHARITY income £161k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
CLARA E BURGESS CHARITY	£751k	—	0	above	—	no doubt
CLARA MARTINEAU CHARITY FY2026	£183k	—	0	above	—	no doubt
SURE AND FIRM FOUNDATIONS FY2024	£869k	—	0	above	—	no doubt
FUN 4 KIDZ FY2025	£1.2m	—	0	unclear	—	no doubt
CAREDUCATION TRUST LTD FY2025	£133k	—	0	unclear	—	no doubt
VARIETY THE CHILDREN'S CHARITY FY2025	£7.2m	—	—	above	—	no doubt

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