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the liz and jack daniel foundation

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Activities & Mission

The object(s) of the CIO are the provision of funding and facilities for the relief of the effects of old age, physical and/or mental illnesses, or disability on individuals and/or their carers, and in tandem therewith the promotion of kindness, respect and support for wildlife and domestic animals and birds for the public benefit.

Fundraising

See where The Liz And Jack Daniel Foundation is active and find local fundraising opportunities.

Financial Information

Latest Income
£491,073
Latest Expenditure
£589,365

Financial Efficiency

Program Ratio 28.2%
% of income going directly to charitable activities
Overall Efficiency 52.7%
% of expenditure going to programs (vs overhead)
Administrative Ratio 61.1%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £458,573
Charitable Activities £0
Other Trading £372,636
Investments £417
Other Income £2,275

Expenditure Categories

Charitable Expenditure £234,897
Raising Funds £192,836
Governance £79,698
Grants to Institutions £59,596
Other Expenditure £18,065

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£491,073£589,3650 / 0
2023£386,313£442,6620 / 0
2022£833,901£445,798£234,897£10,666,856£718,8892 / 0
2021£11,595,002£296,249£131,425£9,737,753£326,1321 / 0

Staff column shows: Employees / Volunteers

Details

Address
16 CLEVELAND WALK
BATH
BA2 6JU
Registration Date
6 August 2020
Status
Registered

Registry Information

Organisation Number
5156680
Charity Number
1190755

Trustees

ANDREW SAGE
Mark Robert Young
Jonathan Roderick Beecher

Sectors & Classifications