THE KIP AND ALISON BERTRAM CHARITABLE TRUST
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.
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.
Trustees
- ALISON MARGARET BERTRAM
- CHRISTOPHER PAUL BERTRAM
- Felicity Jane Bertram
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASHKELON FOUNDATION | 1 | £438k |
| THE HELPING FOUNDATION | 1 | £307k |
| BACON FOUNDATION LTD | 1 | £60k |
| C E K STERN CHARITABLE TRUST | 1 | £35k |
| SWIRE 2765 | 1 | £15k |