THE MAX BARNEY FOUNDATION
Financial health, per its FY2023 accounts
The accounts state that unrestricted net assets increased to £4,211,994, up from £1,856,994 in the prior year, driven by a net income of £2,355,000. The trustees report adequate resources to continue in operational existence for the foreseeable future, with no material uncertainties identified regarding going concern. The charity holds a low level of administrative expenses and maintains reserves to fulfil future grant-making opportunities.
What the accounts disclose
“The charity has a low level of administrative expenses and therefore the reserves policy is limited to holding funds to fulfil future grant making opportunities in support of the charitable objectives.” — page 4
“Donations amounting to £73,826 (2022: £80,000) received in the year were from trustees.” — page 21
“During the year the foundation made a donation of £20,500 (2022: £42,500) to the London School of Jewish Studies which is a related party through Gary Phillips” — page 21
“Donations amounting to £73,826 (2022: £80,000) received in the year were from trustees.” — page 21
“During the year the foundation made a donation of £20,500 (2022: £42,500) to the London School of Jewish Studies which is a related party through Gary Phillips” — page 21
“Donations amounting to £73,826 (2022: £80,000) received in the year were from trustees.” — page 21
“During the year the foundation made a donation of £20,500 (2022: £42,500) to the London School of Jewish Studies which is a related party through Gary Phillips” — page 21
Structured financials (annual return, FY ending 31/05/2025)
Trustees
- ALEXANDER BARDchair
- Gary Phillips
- MICHAEL GOLDSTEIN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/05/2025 | £835k | £2.2m |
| 31/05/2024 | £1.7m | £2.4m |
| 31/05/2023 | £4.0m | £1.7m |
| 31/05/2022 | £2.5m | £1.4m |
| 31/05/2021 | £1.0m | £1.2m |
Common questions
Is THE MAX BARNEY FOUNDATION financially healthy?
The accounts state that unrestricted net assets increased to £4,211,994, up from £1,856,994 in the prior year, driven by a net income of £2,355,000. The trustees report adequate resources to continue in operational existence for the foreseeable future, with no material uncertainties identified regarding going concern. The charity holds a low level of administrative expenses and maintains reserves to fulfil future grant-making opportunities. Its FY2023 accounts were audited by Cooper Parry Group Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BRIDGE HOUSE ESTATES | 1 | £1.5m |
| Rights and Security International | 1 | £50k |
| THE HARAMEAD TRUST | 1 | £20k |
| THE JOSEPH AND LILIAN SULLY FOUNDATION | 1 | £15k |
| THE JOHN R. MURRAY CHARITABLE TRUST | 1 | £15k |
| The Ashley Family Foundation | 1 | £12k |
| THE GEOFF & FIONA SQUIRE FOUNDATION | 1 | £5k |
| THE BROUGHTON FAMILY CHARITABLE TRUST | 1 | £500 |