THE CLARE MILNE TRUST
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.
What the accounts disclose
“The trustees aim to hold sufficient reserves to make grants in line with the charitable objectives of the charity.” — page 8
Structured financials (annual return, FY ending 31/12/2025)
Register events
- Received assets from another charity (22/11/2024)
Trustees
- Kevin Underwoodchair
- Brian Aird
- CHRISTINE KIRK
- Charles Dixon
- Debbie-Marie Henshaw
- Jacqueline Southon
- Keith Williams
- Susie Croft
- Teresa Turner
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?
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
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE TOMLINSON FAMILY CHARITABLE TRUST | 1 | £225k |
| THE JORDAN CHARITABLE FOUNDATION | 1 | £20k |
| The Brindle Foundation | 1 | £14k |
| DAVID FORBES-NIXON FAMILY CHARITABLE FOUNDATION | 1 | £9k |