CLARA E BURGESS CHARITY
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.
What the accounts disclose
“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
“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
Year-over-year changes
- Reserves position vs the charity's own policy moved from "below" (FY2024) to "above" (FY2025).
Structured financials (annual return, FY ending 20/10/2025)
Trustees
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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. PETER, FORMBY | 1 | — |
| FROM BABIES WITH LOVE FOUNDATION | 1 | — |
| THE PEARS FAMILY CHARITABLE FOUNDATION | 1 | £1.1m |
| GUY'S AND ST THOMAS' FOUNDATION | 1 | £500k |
| THE APAX FOUNDATION | 1 | £443k |
| THE HEALTH FOUNDATION | 1 | £400k |
| THE PENNIES FOUNDATION | 1 | £370k |
| THE MARK ANTHONY TRUST | 1 | £175k |