THE CLARE MILNE TRUST

Registered charity 1191010 · accounts filings on the Charity Commission register

The Clare Milne Trust supports disability projects in or close to Devon and Cornwall. The Trust prefers to help smaller effective charities with good volunteer suppport. The Trust does not support individuals with a disability directly.

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

Latest income

£1.1m

Latest spending

£1.4m

Registered

2020

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased to £52,964,775, supported by a significant net gain on investments of £3,722,647. The trustees report that the charity’s financial position remains extremely sound, with total free reserves excluding fixed assets at £51,973,129. The charity operates with no employed staff and relies on professional investment management to fund its grant-making activities.

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

What the accounts disclose

Reserves policy: sufficient reserves to make grants in line with the charitable objectives of the charity (held: £52.0m)

“The trustees aim to hold sufficient reserves to make grants in line with the charitable objectives of the charity.” — page 8

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PKF Francis Clark. Discloses 5 of 6 completeness components.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/12/2025)

Total income

£1.1m

Total spending

£1.4m

Cost of raising funds

£213k

Reserves (reported)

£53.0m

Employees

Per its annual return, largest income source: Investments (74% 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: 19.6% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).

Register events

Received assets from another charity (22/11/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Kevin Underwoodchair
Brian Aird
CHRISTINE KIRK
Charles Dixon
Debbie-Marie Henshaw
Jacqueline Southon
Keith Williams · trustee of 1 other charity
Susie Croft
Teresa Turner

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

Operates in: Cornwall · Devon

Income and spending

Financial year end	Income	Spending
31/12/2025	£1.1m	£1.4m
31/12/2024	£1.0m	£1.1m
31/12/2023	£1.1m	£870k
31/12/2022	£1.1m	£915k
31/12/2021	£901k	£921k

Common questions

Is THE CLARE MILNE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds increased to £52,964,775, supported by a significant net gain on investments of £3,722,647. The trustees report that the charity’s financial position remains extremely sound, with total free reserves excluding fixed assets at £51,973,129. The charity operates with no employed staff and relies on professional investment management to fund its grant-making activities. Its FY2025 accounts were audited by PKF Francis Clark.

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
THE JORDAN CHARITABLE FOUNDATION	1	£60k
THE RODDICK FOUNDATION	1	£58k
DUCHY HEALTH CHARITY LIMITED	1	£5k

Charities like this

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

CLA CHARITABLE TRUST income £288k
DISABILITY CORNWALL AND THE ISLES OF SCILLY income £2.5m
THE CLIVE RICHARDS FOUNDATION income £867k
THE CLARE PROJECT income £240k
THE CARNINGLI TRUST income £1.9m
THE MCLAIN FOUNDATION LIMITED income £2.8m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE CLARE MILNE TRUST	£1.1m	—	0	unclear	—	no doubt
CLA CHARITABLE TRUST FY2025	£288k	—	0	above	—	no doubt
DISABILITY CORNWALL AND THE ISLES OF SCILLY FY2025	£2.5m	—	—	unclear	—	no doubt
THE CLIVE RICHARDS FOUNDATION FY2025	£867k	—	0	unclear	—	no doubt
THE CLARE PROJECT FY2025	£240k	—	0	below	—	no doubt
THE CARNINGLI TRUST FY2024	£1.9m	—	—	above	—	no doubt

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