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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.

Objects

(2.2) THE ADVANCEMENT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AS THE TRUSTEES IN THEIR DISCRETION SHALL DETERMINE.

Area of benefit: NOT DEFINED.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Norwich, East of England, England (from the postcode on the register)

Latest income
£70k
Latest spending
£86k
Registered
2006
Accounts read
FY2026

Financial health, per its FY2026 accounts

The charity reported a net expenditure of £7,233 for the year, resulting in a decrease in total funds from £258,333 to £251,100. Unrestricted reserves stood at £31,788, which is above the trustees' stated policy target of £25,000. The accounts were prepared on a going concern basis with no material uncertainties identified.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: a level of £25,000 to be appropriate (reserves figure: £32k)
“The Trustees consider a level of £25,000 to be appropriate, allowing for the payment of governance costs and a minimum level of grant activity.” — page 4
Per its FY2026 accounts as filed with the Charity Commission.
Audit opinion: qualified
“Trustee meetings during the year were not quorate, with only one Trustee present to approve grants. Furthermore there was no evidence of approval of £62,640 of the grants approved in the year.” — page 6
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Unrestricted donations without conditions totalling £66,782 (2025: £123,859) were received from Trustees.
“Unrestricted donations without conditions totalling £66,782 (2025: £123,859) were received from Trustees.” — page 16
Per its FY2026 accounts as filed with the Charity Commission.
Governance: Independent examiner identified a matter of concern regarding quorum and grant approval evidence.
“Trustee meetings during the year were not quorate, with only one Trustee present to approve grants. Furthermore there was no evidence of approval of £62,640 of the grants approved in the year.” — page 6
Per its FY2026 accounts as filed with the Charity Commission.

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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 05/04/2026

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2025

  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 05/04/2023 (received 02/04/2024, 57 days after the 05/02/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

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

Operates in: Norfolk

Income and spending

Financial year endIncomeSpending
05/04/2026£70k£86k
05/04/2025£128k£111k
05/04/2024£118k£70k
05/04/2023£3k£82k
05/04/2022£249k£92k

Common questions

Is THE KIP AND ALISON BERTRAM CHARITABLE TRUST financially healthy?

Per its FY2026 accounts: The charity reported a net expenditure of £7,233 for the year, resulting in a decrease in total funds from £258,333 to £251,100. Unrestricted reserves stood at £31,788, which is above the trustees' stated policy target of £25,000. The accounts were prepared on a going concern basis with no material uncertainties identified. Its FY2026 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE KIP AND ALISON BERTRAM CHARITABLE TRUST£70k—0above—no doubt
THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST FY2025£48k—0unclear—no doubt
THE ADA HILLARD CHARITABLE TRUST FY2025£329k—0unclear—no doubt
THE H.O.B. TRUST FY2025£51k—0unclear—no doubt
THE PELL CHARITABLE TRUST FY2026£249k—0above—no doubt
THE G W CADBURY SECTION CHARITABLE TRUST FY2025£280k—0unclear—no doubt

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