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SIR CLIVE BOURNE FAMILY TRUST

Registered charity 290620 · accounts filings on the Charity Commission register · also known as THE M BOURNE CHARITABLE TRUST

The charity gives grants to to a wide variety of charitable organisations.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Get email alerts

Latest income
£66k
Latest spending
£136k
Registered
1984
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased by £86,299 to £5,165,344, driven by a net loss on investments of £16,247 and charitable expenditure of £136,165 against incoming resources of £66,113. The trustees report no material uncertainties regarding going concern, citing adequate resources for the foreseeable future. The charity holds significant unrestricted reserves, which the trustees monitor regularly to maintain future activities.

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

What the accounts disclose

Reserves policy: to enable it to maintain the level of activities in future years (held: £5.2m)
“It is the policy of the Trustees to maintain the Charity's reserves to enable it to maintain the level of activities in future years.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Investment income includes £37,500 received from C.J. Bourne (Asset Management) Limited, a company where trustee Lady Bourne is a shareholder and other trustees had interests.
“Investment income includes £37,500 (2024: £37,500) received from C.J. Bourne (Asset Management) Limited.” — page 14
“Donations made include £15,000 (2024:£15,000) to the Mossbourne Charitable Trust where the husband of Mrs Merryl Flitterman is a trustee.” — page 14
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations of £15,000 were made to the Mossbourne Charitable Trust, where the husband of trustee Mrs Merryl Flitterman is a trustee.
“Investment income includes £37,500 (2024: £37,500) received from C.J. Bourne (Asset Management) Limited.” — page 14
“Donations made include £15,000 (2024:£15,000) to the Mossbourne Charitable Trust where the husband of Mrs Merryl Flitterman is a trustee.” — page 14
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Assistance in the form of donated services and facilities (seconded staff and office facilities) was received from C.J. Bourne (Asset Management) Limited.
“Investment income includes £37,500 (2024: £37,500) received from C.J. Bourne (Asset Management) Limited.” — page 14
“Donations made include £15,000 (2024:£15,000) to the Mossbourne Charitable Trust where the husband of Mrs Merryl Flitterman is a trustee.” — page 14
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: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£66k£136k
05/04/2024£72k£163k
05/04/2023£74k£186k
05/04/2022£71k£98k
05/04/2021£172k£124k

Common questions

Is SIR CLIVE BOURNE FAMILY TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted funds decreased by £86,299 to £5,165,344, driven by a net loss on investments of £16,247 and charitable expenditure of £136,165 against incoming resources of £66,113. The trustees report no material uncertainties regarding going concern, citing adequate resources for the foreseeable future. The charity holds significant unrestricted reserves, which the trustees monitor regularly to maintain future activities. Its FY2025 accounts were independently examined.