01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 29 May 2019
- Removed
- Not supplied
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £1,432,554
- Latest expenditure
- £1,075,321
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: Red Hall, South Street, Bourne, PE10 9LY
Website recorded by the regulator: https://bourneunitedcharities.co.uk/ (displayed as text)
02 Activities
What the charity does
To provide Almshouses, open spaces for the public and to provide relief in need; all in the Parish of Bourne, Lincolnshire
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 5 August 2026
- Date Accounts Received
- 5 August 2026
- Total Gross Income
- £1,432,554
- Total Gross Expenditure
- £1,075,321
- Accounts Qualified
- Yes
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 24 September 2025
- Date Accounts Received
- 24 September 2025
- Total Gross Income
- £1,383,292
- Total Gross Expenditure
- £1,045,875
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 13 September 2024
- Date Accounts Received
- 13 September 2024
- Total Gross Income
- £1,300,295
- Total Gross Expenditure
- £878,621
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 31 October 2023
- Date Accounts Received
- 4 July 2024
- Total Gross Income
- £0
- Total Gross Expenditure
- £0
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 9 September 2022
- Date Accounts Received
- 9 September 2022
- Total Gross Income
- £0
- Total Gross Expenditure
- £0
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 5 August 2026
- Total Gross Income
- £1,432,554
- Total Gross Expenditure
- £1,075,321
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 6
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 24 September 2025
- Total Gross Income
- £1,383,292
- Total Gross Expenditure
- £1,045,875
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 13 September 2024
- Total Gross Income
- £1,300,295
- Total Gross Expenditure
- £878,621
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- Yes
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 31 October 2023
- Total Gross Income
- £0
- Total Gross Expenditure
- £0
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- Yes
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 9 September 2022
- Total Gross Income
- £0
- Total Gross Expenditure
- £0
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 5 August 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 41725
- Income Investments
- 1390829
- Income Other
- 0
- Income Total Income And Endowments
- 1432554
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £873,550
- Expenditure Other
- 201771
- Expenditure Total
- 1075321
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 201771
- Expenditure Support Costs
- 201771
- Expenditure Depreciation
- 31203
- Gain Loss Investment
- 360662
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,260,998
- Assets Total Fixed
- 32768607
- Assets Own Use
- 27657206
- Assets Long Term Investment
- 5111401
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,097,326
- Assets Total Liabilities
- £539,141
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £34,326,792
- Creditors One Year Total Current
- 539141
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,893,735
- Funds Endowment
- 31060372
- Funds Unrestricted
- 2943232
- Funds Restricted
- 323188
- Funds Total
- 34326792
- Count Employees
- 9
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 24 September 2025
- Income Donations And Legacies
- 1244
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 1376061
- Income Other
- 5987
- Income Total Income And Endowments
- 1383292
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £148,720
- Expenditure Charitable Expenditure
- £897,155
- Expenditure Other
- 0
- Expenditure Total
- 1045875
- Expenditure Investment Management
- 148720
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 148720
- Expenditure Support Costs
- 148720
- Expenditure Depreciation
- 26855
- Gain Loss Investment
- -15859
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,796,906
- Assets Total Fixed
- 32315457
- Assets Own Use
- 27652801
- Assets Long Term Investment
- 4662656
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,823,547
- Assets Total Liabilities
- £530,107
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £33,608,897
- Creditors One Year Total Current
- 530107
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,632,080
- Funds Endowment
- 29593862
- Funds Unrestricted
- 3711344
- Funds Restricted
- 303691
- Funds Total
- 33608897
- Count Employees
- 7
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 13 September 2024
- Income Donations And Legacies
- 650
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 5581
- Income Investments
- 1294064
- Income Other
- 0
- Income Total Income And Endowments
- 1300295
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £764,697
- Expenditure Other
- 113924
- Expenditure Total
- 878621
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 20764
- Gain Loss Investment
- -98701
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £880,000
- Assets Total Fixed
- 32197706
- Assets Own Use
- 27624463
- Assets Long Term Investment
- 4573243
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,541,517
- Assets Total Liabilities
- £451,884
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £33,287,339
- Creditors One Year Total Current
- 451884
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,349,919
- Funds Endowment
- 29627861
- Funds Unrestricted
- 3370474
- Funds Restricted
- 289004
- Funds Total
- 33287339
- Count Employees
- 5
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lincolnshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
08 Official extract
Charity Event History
- Charity Name
- BOURNE UNITED CHARITIES
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2019-05-29T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION Registered 29 May 2019 as amended on 27 Nov 2025 as amended on 28 Aug 2026
- Charitable Objects
- 3. ObjectsThe objects of the CIO are3.1 to apply the income of the Charity in the following order of priority: -3.1.1 for the benefit of the Almspeople of the Charity or any of them in such manner as the Trustees think fit from time to time;3.1.2 the relief in need either generally or individually persons resident in the Benefit Area who are in conditions of need, hardship or distress; and3.1.3 for such charitable purposes as the Trustees think fit for the general benefit of the inhabitants of the Benefit Area for which provision is not made out of rates, taxes or other public fund, including the provision or development of land for use for such purposes.3.2 The provisions of Schedule 3 shall relate to the Almspeople.3.3 The provisions of Schedule 4 shall relate to the provision of relief in need.
10 Official extract
Charity Policy
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Risk management
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investment
- Policy Name
- Paying staff
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries