Charity Accounts Intelreading the accounts so you don’t have to

THE AB DAVID CHARITY

Registered charity 1152116 · accounts filings on the Charity Commission register

The Charity will make grants to advance and promote charitable purposes, with an emphasis on making grants to advance and promote education and health.

Objects

THE OBJECTS OF THE CHARITY ARE TO ADVANCE, PROMOTE OR CARRY OUT SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Latest income
£32k
Latest spending
£61k
Registered
2013
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity made a surplus of £40,437 in the year ended 5 April 2025, with year-end reserves increasing to £142,190. The principal funding source is identified as receipts from non-monetary investments and dividends, while the charity received no donations during the period.

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

What the accounts disclose

Largest income source: Receipts from non-monetary investments (69% of income)
“Receipts from non-monetary investments 69,801” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: a level to enable it to be administered efficiently, to meet its short term expenditure tequirements and to have adequate resources to fund its charitable objectives (held: £142k)
“It is the policy of the trustees to maintain reserves in the Charity at a level to enable it to be administered efficiently, to meet its short term expenditure tequirements and to have adequate resources to fund its charitable objectives.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Payments to trustees: Legal fees paid to Taylor Wessing, a firm in which trustee D Bloom is a partner.
“Legal fees and disbursements totalling £5,010 (2024: £3,900) were paid to Taylor Wessing, solicitors, a firm in which D Bloom is a partner.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Legal fees paid to firm where trustee is partner
“Legal fees and disbursements totalling £5,010 (2024: £3,900) were paid to Taylor Wessing, solicitors, a firm in which D Bloom is a partner. No separate charge is made for any activities carried out by D Bloom on behalf of the trust.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

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

Operates in: South Africa · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£32k£61k
05/04/2024£31k£62k
05/04/2023£29k£306k
05/04/2022£27k£51k
05/04/2021£35k£54k

Common questions

Is THE AB DAVID CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that the charity made a surplus of £40,437 in the year ended 5 April 2025, with year-end reserves increasing to £142,190. The principal funding source is identified as receipts from non-monetary investments and dividends, while the charity received no donations during the period. Its FY2025 accounts were independently examined.