Charity Accounts Intelreading the accounts so you don’t have to

THE KIP AND ALISON BERTRAM CHARITABLE TRUST

Registered charity 1116188 · accounts filings on the Charity Commission register

The objects of the Trust are the advancement of such exclusively charitable objects as the Trustees in their discretion shall determine.

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

Latest income
£128k
Latest spending
£111k
Registered
2006
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £258,333, which the trustees consider sufficient to support anticipated annual expenditure. The charity reported a net income increase to £11,699 despite investment losses, and the independent examiner confirmed no material uncertainties regarding the charity's ability to continue.

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

What the accounts disclose

Reserves policy: sufficient reserves should be retained to enable the Charity to support its anticipated annual expenditure (held: £258k)
“It is the policy of the Trustees that sufficient reserves should be retained to enable the Charity to support its anticipated annual expenditure.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Unrestricted donations received from trustees.
“Unrestricted donations without conditions totalling £123,859 (2024: £116,145) were received from Trustees.” — page 16
Per its FY2025 accounts as filed with the Charity Commission.
Governance: Independent examiner identified a matter of concern: no minutes were kept for trustee meetings.
“No minutes were kept in respect of Trustees meetings during the year, although the Trustees did meet to consider and approve grant applications during the year.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Norfolk

Income and spending

Financial year endIncomeSpending
05/04/2025£128k£111k
05/04/2024£118k£70k
05/04/2023£3k£82k
05/04/2022£249k£92k
05/04/2021£8k£75k

Common questions

Is THE KIP AND ALISON BERTRAM CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £258,333, which the trustees consider sufficient to support anticipated annual expenditure. The charity reported a net income increase to £11,699 despite investment losses, and the independent examiner confirmed no material uncertainties regarding the charity's ability to continue. Its FY2025 accounts were independently examined.

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.

FunderSimilar charities fundedAmount to them
SWIRE 27651£737k
ASHKELON FOUNDATION1£438k
THE HELPING FOUNDATION1£407k
BACON FOUNDATION LTD1£60k
C E K STERN CHARITABLE TRUST1£35k
THE ORP FOUNDATION1£10k
THE ROTHERMERE FOUNDATION1£10k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE KIP AND ALISON BERTRAM CHARITABLE TRUST£128k—0above—no doubt
KEREN TRUST FY2025£179k—0unclear—no doubt
BRAMPTON CHARITABLE TRUST FY2025£101k—0unclear—no doubt
BHM CHARITABLE TRUST FY2025£136k—0within—no doubt
KTRUST LIMITED FY2025£240kUnder £60,0000unclear—no doubt
THE KUPAH CHARITABLE TRUST FY2025£249k—0unclear—no doubt

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